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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
101
Morgan Stanley
New York
$1.03M +$62K +2,982 +6%
PFM
102
Peak Financial Management
Massachusetts
$1.01M +$46.1K +2,218 +5%
AWA
103
Alaska Wealth Advisors
Alaska
$951K +$951K +45,730 New
CA
104
Cambridge Advisors
Nebraska
$862K +$5.36K +258 +0.6%
BFG
105
Bouchey Financial Group
New York
$851K -$30.3K -1,456 -3%
SFPM
106
Sensible Financial Planning & Management
Massachusetts
$837K +$317K +15,252 +61%
3AM
107
3D Asset Management
Connecticut
$807K -$25.9K -1,248 -3%
ASN
108
Advisory Services Network
Georgia
$802K +$112K +5,384 +16%
B
109
Bailard
California
$799K +$201K +9,650 +34%
DIA
110
Denver Investment Advisors
Colorado
$781K
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$737K -$28.4K -1,368 -4%
AWM
112
AE Wealth Management
Kansas
$728K +$727K +34,972 New
CCA
113
Cobblestone Capital Advisors
New York
$721K +$721K +34,670 New
RJA
114
Raymond James & Associates
Florida
$713K -$371K -17,860 -34%
GC
115
Garde Capital
Washington
$695K -$873 -42 -0.1%
LF
116
Lee Financial
Texas
$685K -$20.2K -970 -3%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$675K -$63.4K -3,048 -9%
FLPIM
118
F.L. Putnam Investment Management
Massachusetts
$651K -$8.32K -400 -1%
FWCM
119
Ferguson Wellman Capital Management
Oregon
$639K -$101K -4,880 -14%
AOWM
120
Alpha Omega Wealth Management
Virginia
$637K
Jane Street
121
Jane Street
New York
$636K -$243K -11,710 -28%
CFMC
122
Curbstone Financial Management Corp
New Hampshire
$633K -$632K -30,400 -50%
SWM
123
SigFig Wealth Management
California
$598K +$83.3K +4,006 +16%
PFT
124
Providence First Trust
Arizona
$592K
APP
125
Avantax Planning Partners
Iowa
$592K +$665 +32 +0.1%