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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
101
Washington Trust Bank
Washington
$27K
FWM
102
Focused Wealth Management
New York
$27K +$28.9K +1,498 New
BC
103
Bartlett & Co
Ohio
$22K
WT
104
Whittier Trust
California
$21K -$22.3K -1,156 -50%
PIA
105
Peachtree Investment Advisors
Georgia
$19K -$9.64K -500 -33%
MAA
106
Managed Account Advisors
New Jersey
$19K +$5.13K +266 +35%
Simplex Trading
107
Simplex Trading
Illinois
$19K +$20.8K +1,078 New
NFG
108
Next Financial Group
Texas
$15K
RBC
109
Roble Belko & Company
Pennsylvania
$13K -$5.55K -288 -28%
BCM
110
Brookstone Capital Management
Illinois
$13K +$14.2K +738 New
S
111
SignatureFD
Georgia
$12K -$26.7K -1,386 -68%
MFS
112
MSI Financial Services
Massachusetts
$11K -$76.1K -3,950 -86%
WOC
113
West Oak Capital
California
$9.88K +$7.79K +404 +289%
AA
114
Apriem Advisors
California
$7K -$4.38M -227,344 -100%
TIM
115
Tortoise Investment Management
New York
$7K +$1.54K +80 +29%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$7K +$5.59K +290 +403%
PAI
117
Pittenger & Anderson Inc
Nebraska
$7K +$7.52K +390 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$5K
SSB
119
Sandy Spring Bank
Maryland
$3K
VIA
120
Vantage Investment Advisors
Pennsylvania
$2K -$2.08K -108 -49%
TFA
121
Transamerica Financial Advisors
Florida
$1K
RIG
122
RiverFront Investment Group
Virginia
-$12.2M -602,984 Closed
PFG
123
Piershale Financial Group
Illinois
-$11.9M -588,766 Closed
FI
124
FormulaFolio Investments
Michigan
-$4.6M -226,820 Closed
FMP
125
Financial Management Professionals
Texas
-$3.42M -177,580 Closed