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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthSource Partners
California
$1.35M -$44.8K -2,180 -3%
PFC
77
Phocas Financial Corp
California
$1.32M +$16.9K +820 +1%
IA
78
IFP Advisors
Florida
$1.31M +$251K +12,220 +24%
FC
79
Financial Consulate
Maryland
$1.31M +$41 +2 +0%
BFPW
80
BOK Financial Private Wealth
Colorado
$1.27M +$85.8K +4,176 +7%
EA
81
Efficient Advisors
Ohio
$1.25M -$109K -5,280 -8%
Allianz Asset Management
82
Allianz Asset Management
Germany
$1.24M +$1.23M +60,000 New
TAM
83
Trillium Asset Management
Massachusetts
$1.17M
MAS
84
Managed Account Services
Florida
$1.16M +$10K +488 +0.9%
FF
85
Friedenthal Financial
New Jersey
$1.11M +$106K +5,146 +11%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$1.06M +$335K +16,292 +46%
Morgan Stanley
87
Morgan Stanley
New York
$1.04M +$244K +11,864 +31%
PAG
88
Pinnacle Advisory Group
Maryland
$985K +$45.6K +2,218 +5%
PFM
89
Peak Financial Management
Massachusetts
$948K +$1.56K +76 +0.2%
TYCC
90
Texas Yale Capital Corp
Florida
$938K +$1.85K +90 +0.2%
BFG
91
Bouchey Financial Group
New York
$868K -$10.1K -490 -1%
CPIG
92
Chicago Partners Investment Group
Illinois
$840K -$717K -34,870 -46%
CA
93
Cambridge Advisors
Nebraska
$838K -$14.9K -724 -2%
3AM
94
3D Asset Management
Connecticut
$834K -$9.91K -482 -1%
CCM
95
CWH Capital Management
Washington
$810K -$46.9K -2,280 -5%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$799K -$1.11K -54 -0.1%
LFA
97
Landmark Financial Advisors
Kentucky
$786K +$172K +8,386 +28%
FWCM
98
Ferguson Wellman Capital Management
Oregon
$778K -$33.4K -1,624 -4%
DIA
99
Denver Investment Advisors
Colorado
$765K
OIA
100
OneDigital Investment Advisors
Kansas
$746K +$744K +36,204 New