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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
76
AWM Capital
Arizona
$2.77M +$2.65M +110,970 New
AWM
77
Avior Wealth Management
Nebraska
$2.66M +$242K +10,152 +10%
FA
78
Fiducient Advisors
Illinois
$2.6M +$58.2K +2,442 +2%
HighTower Advisors
79
HighTower Advisors
Illinois
$2.52M +$11.9K +498 +0.5%
AWM
80
AE Wealth Management
Kansas
$2.51M +$1.58M +66,326 +152%
FCIM
81
Fairview Capital Investment Management
California
$2.31M -$111K -4,640 -4%
PIMG
82
Patriot Investment Management Group
Tennessee
$2.24M -$62.6K -2,624 -3%
RW
83
REDW Wealth
New Mexico
$2.19M -$18.2K -762 -0.8%
JCIA
84
Jackson Creek Investment Advisors
Colorado
$2.17M -$119K -4,998 -5%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$2.15M +$345K +14,476 +18%
MML Investors Services
86
MML Investors Services
Massachusetts
$2.13M -$87.4K -3,666 -4%
PFC
87
Phocas Financial Corp
California
$2.07M -$18.8K -788 -0.9%
Truist Financial
88
Truist Financial
North Carolina
$2.04M -$116K -4,878 -5%
CWM
89
Curi Wealth Management
North Carolina
$1.94M +$172K +7,234 +9%
Bank of America
90
Bank of America
North Carolina
$1.9M +$595K +24,956 +43%
PAG
91
Private Advisor Group
New Jersey
$1.86M +$95.8K +4,020 +5%
BA
92
Ballast Advisors
Minnesota
$1.81M +$62.1K +2,604 +3%
EWM
93
Empirical Wealth Management
Washington
$1.8M -$6.06K -254 -0.3%
SWM
94
SeaCrest Wealth Management
New York
$1.77M -$149K -6,250 -7%
PCA
95
Personal Capital Advisors
California
$1.74M +$128K +5,350 +8%
LFS
96
Lutz Financial Services
Nebraska
$1.74M -$304K -12,752 -14%
CPIG
97
Chicago Partners Investment Group
Illinois
$1.72M -$121K -5,076 -7%
MAS
98
Madden Advisory Services
Florida
$1.7M +$78.3K +3,284 +5%
VCP
99
Vista Capital Partners
Oregon
$1.7M -$15.5K -650 -0.9%
TI
100
Truepoint Inc
Ohio
$1.7M -$9.51M -399,056 -84%