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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
101
Lee Financial
Texas
$692K +$535K +26,144 +335%
GC
102
Garde Capital
Washington
$675K +$48.4K +2,364 +8%
CFMC
103
Curbstone Financial Management Corp
New Hampshire
$665K -$20.5K -1,000 -3%
AOWM
104
Alpha Omega Wealth Management
Virginia
$626K
B
105
Bailard
California
$614K -$255K -12,460 -29%
LFA
106
Landmark Financial Advisors
Kentucky
$607K +$92K +4,494 +18%
NSAM
107
North Star Asset Management
Wisconsin
$591K -$42K -2,050 -7%
SWM
108
SigFig Wealth Management
California
$565K -$16K -782 -3%
PA
109
Parallel Advisors
California
$484K +$323K +15,776 +192%
JC
110
Jentner Corp
Ohio
$475K +$24.6K +1,200 +5%
PVH
111
Psagot Value Holdings
Israel
$469K +$102K +5,000 +28%
UCFA
112
United Capital Financial Advisors
Texas
$461K -$248K -12,086 -35%
State Street
113
State Street
Massachusetts
$460K +$198K +9,644 +75%
AA
114
Ancora Advisors
Ohio
$458K +$82 +4 +0%
PWM
115
Perigon Wealth Management
California
$455K -$5.94K -290 -1%
AA
116
Advisory Alpha
Michigan
$449K +$451K +22,000 New
ZIC
117
ZWJ Investment Counsel
Georgia
$449K +$451K +22,000 New
AMG
118
Asset Management Group
Connecticut
$444K +$1.15K +56 +0.3%
RJA
119
Raymond James & Associates
Florida
$437K +$94.8K +4,628 +28%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$422K +$424K +20,694 New
HCM
121
Hengehold Capital Management
Ohio
$417K +$1.97K +96 +0.5%
VCP
122
Vista Capital Partners
Oregon
$403K -$285K -13,902 -41%
PHAM
123
Palisades Hudson Asset Management
Florida
$399K -$3.07K -150 -0.8%
GT
124
Glenmede Trust
Pennsylvania
$377K +$379K +18,504 New
NDSI
125
Newman Dignan & Sheerar Inc
Rhode Island
$372K +$373K +18,230 New