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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
76
Texas Yale Capital Corp
Florida
$3.78M +$776K +36,372 +26%
SWA
77
Stratos Wealth Advisors
Ohio
$3.77M -$51.6K -2,420 -1%
RH
78
RFG Holdings
Texas
$3.6M +$191K +8,939 +6%
BAMG
79
Brand Asset Management Group
Missouri
$3.49M +$3.24M +151,735 +1,475%
EWM
80
Empirical Wealth Management
Washington
$3.49M -$19.2K -901 -0.6%
AssetMark Inc
81
AssetMark Inc
California
$3.49M +$3.39M +159,105 +6,413%
SP
82
SWS Partners
Ohio
$3.49M +$379K +17,784 +12%
EP
83
EPIQ Partners
Minnesota
$3.45M +$247K +11,578 +8%
VA
84
Vestwell Advisors
New York
$3.45M
BF
85
Brooklyn FI
New York
$3.45M +$51.7K +2,424 +2%
Raymond James Financial
86
Raymond James Financial
Florida
$3.28M -$904K -42,379 -22%
CA
87
Clearstead Advisors
Ohio
$3.24M +$3M +140,563 +1,457%
LIA
88
LifePlan Investment Advisors
North Carolina
$3.19M +$326K +15,305 +12%
PWM
89
Perigon Wealth Management
California
$3.14M +$115K +5,387 +4%
CBU
90
CIBC Bancorp USA
Illinois
$3.05M +$3.01M +141,200 New
RWA
91
Rooted Wealth Advisors
Illinois
$2.9M -$803K -37,629 -22%
Bank of America
92
Bank of America
North Carolina
$2.9M +$316K +14,804 +12%
MT
93
Midwest Trust
Kansas
$2.83M +$4.54K +213 +0.2%
GFP
94
Guardian Financial Partners
California
$2.74M +$104K +4,873 +4%
SWM
95
Sagace Wealth Management
Florida
$2.66M +$173K +8,126 +7%
JFG
96
JMG Financial Group
Illinois
$2.65M +$20.8K +973 +0.8%
GAM
97
Gotham Asset Management
New York
$2.5M +$2.47M +116,009 New
GMA
98
Glassy Mountain Advisors
Maryland
$2.45M -$293K -13,749 -11%
BA
99
Ballast Advisors
Minnesota
$2.39M +$156K +7,318 +7%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$2.37M -$448K -20,986 -16%