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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
101
Lutz Financial Services
Nebraska
$1.75M +$286K +16,452 +20%
RW
102
REDW Wealth
New Mexico
$1.75M +$242K +13,922 +16%
TI
103
Trexquant Investment
Connecticut
$1.71M +$1.68M +96,896 New
QI
104
QS Investors
New York
$1.7M +$2.33K +134 +0.1%
FA
105
Fiducient Advisors
Illinois
$1.66M +$36.5K +2,104 +2%
VCP
106
Vista Capital Partners
Oregon
$1.61M -$1.45M -83,408 -48%
PAG
107
Pinnacle Advisory Group
Maryland
$1.61M +$132K +7,588 +9%
PFC
108
Phocas Financial Corp
California
$1.6M
3C
109
361 Capital
Colorado
$1.59M +$103K +5,958 +7%
MWM
110
Mission Wealth Management
California
$1.59M +$16.2K +934 +1%
Truist Financial
111
Truist Financial
North Carolina
$1.45M -$1.04M -60,146 -42%
CPIG
112
Chicago Partners Investment Group
Illinois
$1.45M -$38K -2,186 -3%
MI
113
Moneywise Inc
Virginia
$1.45M -$2.9M -167,006 -67%
EWM
114
Empirical Wealth Management
Washington
$1.42M +$485K +27,908 +53%
SWM
115
Sculati Wealth Management
Michigan
$1.41M +$48K +2,762 +4%
SWM
116
SeaCrest Wealth Management
New York
$1.39M +$36.1K +2,078 +3%
QIM
117
Quantitative Investment Management
Virginia
$1.37M +$1.36M +78,064 New
BA
118
Ballast Advisors
Minnesota
$1.35M +$40.8K +2,348 +3%
IAIM
119
International Assets Investment Management
Florida
$1.32M +$1.12M +64,408 New
Osaic Holdings
120
Osaic Holdings
Arizona
$1.31M -$9.35M -538,574 -88%
Morgan Stanley
121
Morgan Stanley
New York
$1.29M -$5.9M -339,962 -82%
CIM
122
Cambria Investment Management
California
$1.28M -$167K -9,590 -12%
Betterment LLC
123
Betterment LLC
New York
$1.27M +$175K +10,102 +16%
PAG
124
Private Advisor Group
New Jersey
$1.27M +$9.55K +550 +0.8%
PCA
125
Personal Capital Advisors
California
$1.24M +$965K +55,592 +375%