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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
MAI Capital Management
Ohio
$1.18M -$163K -7,536 -11%
TAM
127
Trillium Asset Management
Massachusetts
$1.18M
SWM
128
SeaCrest Wealth Management
New York
$1.17M -$4.28K -198 -0.3%
WA
129
WBH Advisory
Maryland
$1.13M +$76K +3,514 +6%
AA
130
Alesco Advisors
New York
$1.11M -$7.42K -343 -0.6%
BWM
131
BCS Wealth Management
Tennessee
$1.1M +$7.14K +330 +0.6%
AAS
132
Avantax Advisory Services
Texas
$1.09M +$173K +8,003 +16%
MWM
133
Mission Wealth Management
California
$1.09M -$40K -1,851 -3%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$1.07M -$41.1K -1,898 -3%
LAIC
135
Lederer & Associates Investment Counsel
California
$1.06M -$12.5K -579 -1%
SWM
136
Sculati Wealth Management
Michigan
$1.06M -$44.8K -2,069 -4%
TI
137
Truepoint Inc
Ohio
$1.05M +$50.1K +2,316 +4%
PWA
138
Peterson Wealth Advisors
Utah
$1.04M +$543K +25,090 +83%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$1.03M -$30.7K -1,420 -3%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$1.02M
GT
141
Greenleaf Trust
Michigan
$1.01M
AWA
142
Alaska Wealth Advisors
Alaska
$994K +$97.5K +4,508 +9%
LWMNY
143
Landmark Wealth Management (New York)
New York
$978K +$1.13M +52,324 New
BDF
144
Black Diamond Financial
Maryland
$971K +$179K +8,281 +19%
VA
145
Valmark Advisers
Ohio
$947K
C
146
Certuity
Florida
$943K -$92.3K -4,265 -8%
FT
147
Fiduciary Trust
Massachusetts
$912K
FA
148
FC Advisory
Pennsylvania
$900K -$54.4K -2,514 -5%
RC
149
Roundview Capital
New Jersey
$890K +$11.9K +552 +1%
NRI
150
NFP Retirement Inc
California
$865K -$569K -26,299 -36%