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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$1.96M +$22.2K +1,152 +1%
FCA
77
FLC Capital Advisors
California
$1.96M -$79.5K -4,134 -4%
PCM
78
Passive Capital Management
Maryland
$1.94M +$10.6K +552 +0.5%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$1.92M +$283K +14,732 +16%
GWM
80
Geneos Wealth Management
Colorado
$1.91M -$25.1K -1,302 -1%
TYCC
81
Texas Yale Capital Corp
Florida
$1.9M +$16.8K +874 +0.8%
Osaic Holdings
82
Osaic Holdings
Arizona
$1.9M +$315K +16,383 +18%
KOC
83
Koss-Olinger Consulting
Florida
$1.88M +$2.03M +105,685 New
PWA
84
Peterson Wealth Advisors
Utah
$1.86M +$141K +7,305 +7%
PCWA
85
Pacific Capital Wealth Advisors
California
$1.86M -$1.12M -58,408 -36%
GFS
86
GYL Financial Synergies
Connecticut
$1.86M +$899K +46,743 +81%
Truist Financial
87
Truist Financial
North Carolina
$1.84M -$76.3K -3,963 -4%
PFA
88
Pure Financial Advisors
California
$1.84M +$54.3K +2,824 +3%
AC
89
AWM Capital
Arizona
$1.83M
Bank of New York Mellon
90
Bank of New York Mellon
New York
$1.81M -$13.5K -703 -0.7%
Citadel Advisors
91
Citadel Advisors
Florida
$1.72M +$1.55M +80,531 +492%
ECM
92
Evergreen Capital Management
Washington
$1.67M +$37.2K +1,932 +2%
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$1.67M -$217K -11,271 -11%
PAG
94
Private Advisor Group
New Jersey
$1.66M -$199K -10,349 -10%
FCIM
95
Fairview Capital Investment Management
California
$1.66M -$179K -9,295 -9%
HWA
96
HHM Wealth Advisors
Tennessee
$1.59M -$37.9K -1,969 -2%
BDF
97
Black Diamond Financial
Maryland
$1.59M -$3.67K -191 -0.2%
MAS
98
Madden Advisory Services
Florida
$1.59M -$167K -8,662 -9%
AWA
99
Aletheian Wealth Advisors
Washington
$1.58M +$713K +37,054 +72%
CPIG
100
Chicago Partners Investment Group
Illinois
$1.57M +$14.8K +767 +0.8%