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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
126
Phillips Financial Management
Indiana
$420K +$418K +20,316 New
FI
127
FormulaFolio Investments
Michigan
$419K +$417K +20,312 New
ASN
128
Advisory Services Network
Georgia
$415K +$172K +8,378 +71%
PWM
129
Perigon Wealth Management
California
$410K -$50.2K -2,444 -11%
AA
130
Advisory Alpha
Michigan
$410K -$45K -2,190 -10%
EAM
131
Evanson Asset Management
California
$396K +$95.4K +4,640 +32%
PHAM
132
Palisades Hudson Asset Management
Florida
$388K -$15K -728 -4%
GT
133
Glenmede Trust
Pennsylvania
$377K
SEI Investments
134
SEI Investments
Pennsylvania
$375K +$240K +11,668 +179%
CA
135
Corrado Advisors
New Jersey
$368K +$367K +17,878 New
GC
136
Gratus Capital
Georgia
$334K -$8.43M -410,346 -96%
SPC
137
Sigma Planning Corp
Michigan
$334K +$17.1K +830 +5%
BCMO
138
Buckingham Capital Management (Ohio)
Ohio
$330K +$25.7K +1,250 +8%
SFPM
139
Sensible Financial Planning & Management
Massachusetts
$309K +$309K +15,012 New
Wolverine Trading
140
Wolverine Trading
Illinois
$307K -$52.4K -2,548 -15%
TF
141
Tompkins Financial
New York
$295K +$45.1K +2,192 +18%
KC
142
Kingfisher Capital
North Carolina
$289K +$3.82K +186 +1%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$289K +$43.2K +2,100 +17%
SFG
144
StrategIQ Financial Group
Indiana
$284K +$10.8K +524 +4%
CAMG
145
CWA Asset Management Group
Florida
$277K +$42.1K +2,048 +18%
AAC
146
Asset Advisors Corp
Georgia
$262K
CWP
147
Capital Wealth Planning
Florida
$258K +$257K +12,514 New
SDWMA
148
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K +$246K +11,964 New
AWS
149
AJ Wealth Strategies
New York
$244K +$123 +6 +0.1%
RW
150
REDW Wealth
New Mexico
$244K +$36.1K +1,756 +17%