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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
126
Brown Advisory
Maryland
$229K -$9.16K -418 -4%
MHS
127
M Holdings Securities
Oregon
$229K -$3.29K -150 -1%
PIM
128
Penobscot Investment Management
Massachusetts
$209K +$214K +9,780 New
Jane Street
129
Jane Street
New York
$204K +$210K +9,562 New
TCM
130
Twele Capital Management
Minnesota
$201K +$4.38K +200 +2%
RCA
131
Rowland Carmichael Advisors
Arizona
$197K
EWM
132
Evercore Wealth Management
New York
$177K +$182K +8,282 New
SBL
133
Sargent Bickham Lagudis
Colorado
$172K +$263 +12 +0.1%
BMM
134
Buffington Mohr McNeal
Idaho
$163K +$13.8K +628 +9%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$160K +$162K +7,380 New
WAM
136
Wealthspire Advisors (Maryland)
Maryland
$159K +$526 +24 +0.3%
SEI Investments
137
SEI Investments
Pennsylvania
$148K +$5.7K +260 +4%
CWM
138
Concert Wealth Management
California
$108K +$117K +5,346 New
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$107K +$62.7K +2,860 +133%
HFM
140
Hartford Financial Management
Connecticut
$107K +$111K +5,052 New
WOC
141
West Oak Capital
California
$100K +$219 +10 +0.2%
SWA
142
Sutton Wealth Advisors
Florida
$90.7K +$1.45K +66 +2%
TF
143
Tompkins Financial
New York
$86K
MSFP
144
Mark Sheptoff Financial Planning
Connecticut
$82K
AP
145
Atwood & Palmer
Missouri
$74K
PFBT
146
Parkside Financial Bank & Trust
Missouri
$72K +$5.3K +242 +8%
BAM
147
Barrett Asset Management
New York
$62K
Walleye Trading
148
Walleye Trading
New York
$55K +$48.1K +2,194 +560%
SFPM
149
Sensible Financial Planning & Management
Massachusetts
$54K
HNB
150
Huntington National Bank
Ohio
$53K