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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
126
Private Ocean
California
$54K -$2.04K -106 -4%
SFPM
127
Sensible Financial Planning & Management
Massachusetts
$52K -$34.9K -1,816 -42%
WOC
128
West Oak Capital
California
$48.2K -$5.58K -290 -11%
ADL
129
Asset Dedication LLC
California
$47K -$276K -14,356 -86%
CDIA
130
Capital Directions Investment Advisors
Georgia
$46K -$10.9K -568 -20%
BBPWM
131
Blue Bell Private Wealth Management
Pennsylvania
$41K +$2.46K +128 +7%
ASN
132
Advisory Services Network
Georgia
$39K +$346 +18 +1%
S
133
SignatureFD
Georgia
$37K +$14.3K +742 +69%
EK
134
Evensky & Katz
Florida
$30K -$9.69K -504 -25%
MA
135
MUFG Americas
New York
$26K
BC
136
Bartlett & Co
Ohio
$25K
RBC
137
Roble Belko & Company
Pennsylvania
$16K +$846 +44 +6%
ZB
138
Zions Bancorporation
Utah
$16K +$14.8K +770 New
US Bancorp
139
US Bancorp
Minnesota
$16K +$15.2K +790 New
FANJ
140
Financial Architects (New Jersey)
New Jersey
$12K +$11.5K +600 New
PG
141
Patten Group
Tennessee
$11.3K +$77 +4 +0.7%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$11K
TIM
143
Tortoise Investment Management
New York
$10K +$2.65K +138 +38%
AA
144
Apriem Advisors
California
$9K -$1.15K -60 -12%
EWM
145
Evercore Wealth Management
New York
$9K
HF
146
Hoxton Financial
West Virginia
$9K +$8.58K +446 New
BWA
147
Burt Wealth Advisors
Maryland
$5K -$4.96K -258 -52%
VIA
148
Vantage Investment Advisors
Pennsylvania
$4K
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$4K +$3.54K +184 New
SSB
150
Sandy Spring Bank
Maryland
$3K