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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
76
Jackson Creek Investment Advisors
Colorado
$2.84M +$245K +12,559 +10%
RIM
77
Rockbridge Investment Management
New York
$2.81M -$236K -12,097 -8%
SC
78
Schoolcraft Capital
Colorado
$2.8M +$149K +7,644 +6%
SP
79
SWS Partners
Ohio
$2.69M +$77K +3,947 +3%
LIA
80
LifePlan Investment Advisors
North Carolina
$2.68M +$111K +5,692 +4%
CFP
81
Cascade Financial Partners
California
$2.65M -$251K -12,852 -9%
SMC
82
Smith, Moore & Co
Missouri
$2.62M -$15.3K -787 -0.6%
CPWM
83
Cypress Point Wealth Management
Texas
$2.61M +$42.7K +2,192 +2%
JFG
84
JMG Financial Group
Illinois
$2.56M -$21.3K -1,090 -0.8%
PCWA
85
Pacific Capital Wealth Advisors
California
$2.48M +$309K +15,847 +15%
BF
86
Brooklyn FI
New York
$2.43M +$234 +12 +0%
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$2.38M -$140K -7,165 -6%
PWM
88
Perigon Wealth Management
California
$2.32M -$93.6K -4,799 -4%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$2.23M +$550K +28,190 +34%
Osaic Holdings
90
Osaic Holdings
Arizona
$2.19M +$354K +18,154 +20%
FCIM
91
Fairview Capital Investment Management
California
$2.16M -$32.2K -1,650 -2%
Truist Financial
92
Truist Financial
North Carolina
$2.15M -$185K -9,497 -8%
KOC
93
Koss-Olinger Consulting
Florida
$2.11M +$2.06M +105,742 New
BC
94
Brio Consultants
California
$2.06M -$19.6K -1,006 -1%
GWM
95
Geneos Wealth Management
Colorado
$2.04M +$17.6K +903 +0.9%
AAS
96
Avantax Advisory Services
Texas
$2M +$508K +26,027 +35%
PIMG
97
Patriot Investment Management Group
Tennessee
$2M +$60K +3,075 +3%
GMA
98
Glassy Mountain Advisors
Maryland
$1.99M +$13.8K +709 +0.7%
AC
99
AWM Capital
Arizona
$1.98M -$68.1K -3,492 -3%
GFS
100
GYL Financial Synergies
Connecticut
$1.93M -$271K -13,912 -13%