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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$1.95M -$710K -39,454 -26%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$1.93M -$1.05M -58,168 -35%
QI
78
QS Investors
New York
$1.86M +$152K +8,434 +9%
LFS
79
Lutz Financial Services
Nebraska
$1.75M -$4.36K -242 -0.2%
RW
80
REDW Wealth
New Mexico
$1.74M -$16.2K -900 -0.9%
FCIM
81
Fairview Capital Investment Management
California
$1.73M -$149K -8,280 -8%
DTIM
82
Danda Trouve Investment Management
Kansas
$1.72M -$247K -13,750 -12%
PFC
83
Phocas Financial Corp
California
$1.71M
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.66M -$1.23M -68,472 -42%
PIMG
85
Patriot Investment Management Group
Tennessee
$1.65M -$184K -10,222 -10%
VCP
86
Vista Capital Partners
Oregon
$1.65M +$25.2K +1,398 +2%
AA
87
Alesco Advisors
New York
$1.64M -$1.24M -69,006 -43%
HighTower Advisors
88
HighTower Advisors
Illinois
$1.63M -$198K -10,984 -11%
JCIA
89
Jackson Creek Investment Advisors
Colorado
$1.62M +$1.65M +91,500 New
FA
90
Fiducient Advisors
Illinois
$1.6M -$61.4K -3,414 -4%
Mariner
91
Mariner
Kansas
$1.57M -$265K -14,700 -14%
SWM
92
SeaCrest Wealth Management
New York
$1.53M +$131K +7,304 +9%
MWM
93
Mission Wealth Management
California
$1.47M -$126K -7,018 -8%
Bank of America
94
Bank of America
North Carolina
$1.46M -$656K -36,442 -31%
EWM
95
Empirical Wealth Management
Washington
$1.44M +$14.3K +792 +1%
CPIG
96
Chicago Partners Investment Group
Illinois
$1.41M -$53.5K -2,974 -4%
OIA
97
OneDigital Investment Advisors
Kansas
$1.4M -$1.21M -67,056 -46%
SWM
98
Sculati Wealth Management
Michigan
$1.39M -$31.8K -1,766 -2%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$1.36M -$463K -25,734 -25%
Truist Financial
100
Truist Financial
North Carolina
$1.34M -$110K -6,140 -7%