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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
126
Focus Financial Network
Minnesota
$1.95M -$192K -8,238 -9%
CWM
127
Centric Wealth Management
Illinois
$1.95M -$556K -23,878 -22%
GBT
128
Grove Bank & Trust
Florida
$1.93M +$130K +5,598 +7%
MWM
129
Mission Wealth Management
California
$1.86M -$164K -7,036 -8%
SWRP
130
Summit Wealth & Retirement Planning
California
$1.81M +$1.12K +48 +0.1%
TYCC
131
Texas Yale Capital Corp
Florida
$1.8M +$93 +4 +0%
SWM
132
Sculati Wealth Management
Michigan
$1.76M +$1.79M +76,726 New
Betterment LLC
133
Betterment LLC
New York
$1.7M +$849K +36,444 +97%
BA
134
Ballast Advisors
Minnesota
$1.7M +$1.72M +74,014 New
PAG
135
Pinnacle Advisory Group
Maryland
$1.7M +$151K +6,460 +10%
TI
136
tru Independence
Oregon
$1.7M +$2.42M +103,776 New
William Blair & Company
137
William Blair & Company
Illinois
$1.69M +$55.7K +2,390 +3%
MAM
138
Marotta Asset Management
Virginia
$1.65M +$1.66M +71,294 New
MF
139
Manchester Financial
California
$1.64M +$25.8K +1,108 +2%
FCIM
140
Fairview Capital Investment Management
California
$1.62M +$33.8K +1,450 +2%
UCFA
141
United Capital Financial Advisors
Texas
$1.6M +$152K +6,514 +10%
LFA
142
Landmark Financial Advisors
Kentucky
$1.59M -$197K -8,444 -11%
BAM
143
Berkshire Asset Management
Pennsylvania
$1.57M
UBS Group
144
UBS Group
Switzerland
$1.56M +$245K +10,508 +18%
SFWC
145
Strategic Family Wealth Counselors
New Jersey
$1.55M +$466 +20 +0%
MAS
146
Managed Account Services
Florida
$1.55M -$243K -10,436 -13%
LWAC
147
Laurel Wealth Advisors (California)
California
$1.53M +$1.24M +53,132 +389%
SCA
148
Stokes Capital Advisors
South Carolina
$1.5M +$203K +8,728 +15%
JP Morgan Chase
149
JP Morgan Chase
New York
$1.5M +$13.2K +566 +0.9%
CCA
150
Cobblestone Capital Advisors
New York
$1.43M -$3.26K -140 -0.2%