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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$3.82M +$294K +11,948 +9%
FCI
77
Financial Counselors Inc
Kansas
$3.81M -$141K -5,738 -4%
Stifel Financial
78
Stifel Financial
Missouri
$3.64M +$2.47M +100,130 +263%
SMC
79
Smith, Moore & Co
Missouri
$3.63M +$183K +7,416 +6%
FWM
80
Fortress Wealth Management
California
$3.59M +$3.36M +136,214 New
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$3.58M +$1.03M +41,966 +45%
ASI
82
Advisory Services & Investments
Oregon
$3.51M -$93K -3,772 -3%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$3.49M +$46.5K +1,888 +1%
Goldman Sachs
84
Goldman Sachs
New York
$3.4M +$2.16M +87,818 +213%
ACA
85
Atlas Capital Advisors
Wyoming
$3.33M -$192K -7,800 -6%
AWM
86
AE Wealth Management
Kansas
$3.32M +$395K +16,048 +15%
AWM
87
Avior Wealth Management
Nebraska
$3.27M +$187K +7,584 +7%
MFGP
88
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.21M -$304K -12,346 -9%
BIP
89
Blueprint Investment Partners
North Carolina
$3.2M -$27.8K -1,130 -0.9%
CI
90
CX Institutional
Indiana
$2.96M +$1.66M +67,400 +149%
FA
91
Fiducient Advisors
Illinois
$2.95M -$47.6K -1,930 -2%
AC
92
AWM Capital
Arizona
$2.92M
FCIM
93
Fairview Capital Investment Management
California
$2.67M +$7.39K +300 +0.3%
PIMG
94
Patriot Investment Management Group
Tennessee
$2.6M +$12.1K +492 +0.5%
JCIA
95
Jackson Creek Investment Advisors
Colorado
$2.58M +$74.4K +3,018 +3%
PFC
96
Phocas Financial Corp
California
$2.57M +$177K +7,178 +8%
HAS
97
HBW Advisory Services
California
$2.51M +$2.35M +95,294 New
RW
98
REDW Wealth
New Mexico
$2.51M -$19.6K -794 -0.8%
CWM
99
Curi Wealth Management
North Carolina
$2.5M +$238K +9,646 +11%
Truist Financial
100
Truist Financial
North Carolina
$2.47M +$108K +4,388 +5%