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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
76
Fairview Capital Investment Management
California
$2.17M +$89K +4,550 +5%
BFPW
77
BOK Financial Private Wealth
Colorado
$2.14M -$310K -15,836 -13%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$2.11M +$1.82M +93,028 +985%
LFS
79
Lutz Financial Services
Nebraska
$2.1M +$60.2K +3,080 +3%
MML Investors Services
80
MML Investors Services
Massachusetts
$2.07M -$509K -26,040 -21%
PIMG
81
Patriot Investment Management Group
Tennessee
$2.05M +$1.38M +70,628 +241%
HighTower Advisors
82
HighTower Advisors
Illinois
$2.04M +$83K +4,242 +4%
RW
83
REDW Wealth
New Mexico
$2.01M +$489K +24,992 +34%
PFC
84
Phocas Financial Corp
California
$1.88M +$1.79M +91,302 New
Truist Financial
85
Truist Financial
North Carolina
$1.81M -$115K -5,892 -6%
AWM
86
Avior Wealth Management
Nebraska
$1.76M -$1.68M -85,878 -50%
CPIG
87
Chicago Partners Investment Group
Illinois
$1.69M -$40.1K -2,048 -3%
SCI
88
Stableford Capital II
Arizona
$1.68M +$494K +25,260 +45%
SWM
89
SeaCrest Wealth Management
New York
$1.67M -$2.74K -140 -0.2%
PCA
90
Personal Capital Advisors
California
$1.63M +$54.7K +2,798 +4%
VCP
91
Vista Capital Partners
Oregon
$1.59M -$72.5K -3,708 -5%
BA
92
Ballast Advisors
Minnesota
$1.57M +$60.6K +3,100 +4%
PAG
93
Private Advisor Group
New Jersey
$1.54M +$34.2K +1,748 +2%
EWM
94
Empirical Wealth Management
Washington
$1.53M -$7.16K -366 -0.5%
TAM
95
Trillium Asset Management
Massachusetts
$1.53M -$94.1K -4,812 -6%
Morgan Stanley
96
Morgan Stanley
New York
$1.52M -$236K -12,080 -14%
MWM
97
Mission Wealth Management
California
$1.5M -$52.5K -2,682 -4%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$1.5M +$404K +20,646 +40%
MAS
99
Madden Advisory Services
Florida
$1.48M +$61.1K +3,124 +5%
SWM
100
Sculati Wealth Management
Michigan
$1.46M -$88.7K -4,534 -6%