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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
126
Twele Capital Management
Minnesota
$200K +$190K +9,206 New
MWP
127
MYCIO Wealth Partners
Pennsylvania
$194K +$184K +8,920 New
SBL
128
Sargent Bickham Lagudis
Colorado
$175K +$104K +5,052 +169%
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$162K -$10K -486 -6%
BMM
130
Buffington Mohr McNeal
Idaho
$153K +$7.22K +350 +5%
SEI Investments
131
SEI Investments
Pennsylvania
$146K -$3.1K -150 -2%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$108K +$45.1K +2,186 +79%
WOC
133
West Oak Capital
California
$102K +$48.5K +2,350 +101%
SWA
134
Sutton Wealth Advisors
Florida
$91K +$3.67K +178 +4%
TF
135
Tompkins Financial
New York
$87K
MSFP
136
Mark Sheptoff Financial Planning
Connecticut
$84K +$79.5K +3,852 New
AP
137
Atwood & Palmer
Missouri
$75K
PFBT
138
Parkside Financial Bank & Trust
Missouri
$68K +$248 +12 +0.4%
S
139
SignatureFD
Georgia
$64K +$23.2K +1,124 +62%
BAM
140
Barrett Asset Management
New York
$63K +$59.9K +2,900 New
SFPM
141
Sensible Financial Planning & Management
Massachusetts
$55K
HNB
142
Huntington National Bank
Ohio
$54K
CG
143
Colony Group
Massachusetts
$51K +$48.5K +2,350 New
CDIA
144
Capital Directions Investment Advisors
Georgia
$48K
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$47K +$44K +2,132 +9,691%
PO
146
Private Ocean
California
$46K -$10.7K -518 -20%
AF
147
Allworth Financial
California
$45K -$93.6K -4,534 -69%
BBPWM
148
Blue Bell Private Wealth Management
Pennsylvania
$42K -$1.65K -80 -4%
ASN
149
Advisory Services Network
Georgia
$42K +$206 +10 +0.5%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$37K +$31.1K +1,506 +818%