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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
76
Rooted Wealth Advisors
Illinois
$3.66M +$2.87M +131,087 +412%
ACA
77
Atlas Capital Advisors
Wyoming
$3.6M +$1.69M +77,412 +99%
CWM
78
Congress Wealth Management
Massachusetts
$3.57M -$8.49K -388 -0.3%
SMC
79
Smith, Moore & Co
Missouri
$3.57M +$496K +22,651 +17%
FCI
80
Financial Counselors Inc
Kansas
$3.33M
JCIA
81
Jackson Creek Investment Advisors
Colorado
$3.33M +$34.8K +1,591 +1%
BCM
82
Becker Capital Management
Oregon
$3.3M +$1.91M +87,369 +159%
FFA
83
Farther Finance Advisors
California
$3.28M +$3.01M +137,507 +3,374%
CWM
84
CIBC World Markets
New York
$3.27M -$34.8K -1,592 -1%
SC
85
Schoolcraft Capital
Colorado
$3.21M -$37.8K -1,726 -1%
CPWM
86
Cypress Point Wealth Management
Texas
$3.14M +$108K +4,927 +4%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$3.05M -$2.14M -97,985 -43%
LIA
88
LifePlan Investment Advisors
North Carolina
$3.04M -$58.4K -2,667 -2%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$2.91M +$327K +14,959 +13%
PCWA
90
Pacific Capital Wealth Advisors
California
$2.88M
CFP
91
Cascade Financial Partners
California
$2.87M -$140K -6,392 -5%
PWM
92
Perigon Wealth Management
California
$2.82M +$121K +5,520 +5%
BF
93
Brooklyn FI
New York
$2.78M -$28.8K -1,315 -1%
KBFS
94
Kohmann Bosshard Financial Services
Ohio
$2.76M +$7.79K +356 +0.3%
SP
95
SWS Partners
Ohio
$2.67M -$429K -19,586 -15%
JFG
96
JMG Financial Group
Illinois
$2.57M -$384K -17,532 -14%
FCIM
97
Fairview Capital Investment Management
California
$2.51M
KOC
98
Koss-Olinger Consulting
Florida
$2.45M
GMA
99
Glassy Mountain Advisors
Maryland
$2.42M +$98.2K +4,489 +4%
Osaic Holdings
100
Osaic Holdings
Arizona
$2.38M -$147K -6,732 -6%