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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$310K +$312K +16,654 New
VNA
77
Valley National Advisers
Pennsylvania
$275K -$140K -7,484 -34%
VCP
78
Vista Capital Partners
Oregon
$275K +$2.1K +112 +0.8%
Wells Fargo
79
Wells Fargo
California
$261K +$69K +3,680 +35%
FF
80
Friedenthal Financial
New Jersey
$257K -$55.8K -2,974 -18%
PHAM
81
Palisades Hudson Asset Management
Florida
$233K -$5.81K -310 -2%
CPO
82
Cerity Partners OCIO
New York
$226K -$22.7K -1,210 -9%
TYCC
83
Texas Yale Capital Corp
Florida
$223K
MHS
84
M Holdings Securities
Oregon
$220K -$222K -11,846 -50%
FAAS
85
First Allied Advisory Services
California
$205K -$3.11K -166 -1%
Morgan Stanley
86
Morgan Stanley
New York
$202K -$1.42M -75,690 -87%
AIG
87
American International Group
New York
$131K -$525 -28 -0.4%
AF
88
Allworth Financial
California
$119K -$55.2K -2,946 -31%
AWM
89
AllSquare Wealth Management
New York
$102K
FHA
90
First Horizon Advisors
Tennessee
$99K +$101K +5,374 New
SHJ
91
Sharkey, Howes & Javer
Colorado
$89K
SFPM
92
Sensible Financial Planning & Management
Massachusetts
$81K +$81.6K +4,350 New
PAI
93
Pittenger & Anderson Inc
Nebraska
$64K +$57.4K +3,060 +785%
AP
94
Atwood & Palmer
Missouri
$64K +$65K +3,464 New
PFBT
95
Parkside Financial Bank & Trust
Missouri
$57K +$57.3K +3,056 New
TF
96
Tompkins Financial
New York
$54K
CK
97
Carnick & Kubik
Colorado
$52.6K +$53.1K +2,830 New
CDIA
98
Capital Directions Investment Advisors
Georgia
$52K
ASN
99
Advisory Services Network
Georgia
$52K +$52.4K +2,796 New
EK
100
Evensky & Katz
Florida
$47K -$10.1K -536 -17%