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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
76
Financial Counselors Inc
Kansas
$2.94M
CFP
77
Cascade Financial Partners
California
$2.8M +$2.91M +145,302 New
PCIA
78
Prime Capital Investment Advisors
Kansas
$2.7M +$2.29M +114,336 +614%
SC
79
Schoolcraft Capital
Colorado
$2.69M -$34.5K -1,720 -1%
SMC
80
Smith, Moore & Co
Missouri
$2.68M +$163K +8,144 +7%
SP
81
SWS Partners
Ohio
$2.66M +$145K +7,216 +6%
JCIA
82
Jackson Creek Investment Advisors
Colorado
$2.63M +$101K +5,060 +4%
JFG
83
JMG Financial Group
Illinois
$2.63M +$205K +10,242 +9%
CPWM
84
Cypress Point Wealth Management
Texas
$2.61M +$67K +3,343 +3%
LIA
85
LifePlan Investment Advisors
North Carolina
$2.6M -$241 -12 -0%
SAG
86
SageView Advisory Group
California
$2.58M +$1.13M +56,123 New
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$2.56M +$70.8K +3,534 +3%
BF
88
Brooklyn FI
New York
$2.47M -$11.5K -572 -0.5%
PWM
89
Perigon Wealth Management
California
$2.46M +$135K +6,748 +6%
Truist Financial
90
Truist Financial
North Carolina
$2.38M +$93.2K +4,651 +4%
GFS
91
GYL Financial Synergies
Connecticut
$2.25M -$202K -10,055 -8%
FCIM
92
Fairview Capital Investment Management
California
$2.23M -$10.5K -525 -0.5%
PCWA
93
Pacific Capital Wealth Advisors
California
$2.2M
BC
94
Brio Consultants
California
$2.11M -$23.6K -1,176 -1%
Empower Advisory Group
95
Empower Advisory Group
Colorado
$2.09M -$52.5K -2,618 -2%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$2.09M -$159K -7,934 -9%
AC
97
AWM Capital
Arizona
$2.09M -$1.89K -94 -0.1%
WCA
98
Waypoint Capital Advisors
Minnesota
$2.07M -$461K -22,999 -18%
GWM
99
Geneos Wealth Management
Colorado
$2.05M -$89.6K -4,471 -4%
GMA
100
Glassy Mountain Advisors
Maryland
$2.01M +$86.4K +4,310 +5%