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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWS
126
Juncture Wealth Strategies
Arizona
$1.33M -$2.35M -122,193 -64%
WPW
127
Watershed Private Wealth
Illinois
$1.29M +$1.29M +66,860 New
FA
128
FC Advisory
Pennsylvania
$1.25M +$322K +16,741 +35%
WCA
129
Waypoint Capital Advisors
Minnesota
$1.24M -$4.21K -219 -0.3%
TAM
130
Trillium Asset Management
Massachusetts
$1.22M
AWA
131
Alaska Wealth Advisors
Alaska
$1.18M +$156K +8,125 +15%
VCM
132
Virtue Capital Management
Tennessee
$1.17M +$494K +25,655 +74%
GCA
133
Gradient Capital Advisors
California
$1.16M -$68.5K -3,561 -6%
SWM
134
SeaCrest Wealth Management
New York
$1.16M -$44.3K -2,300 -4%
GKWIM
135
Gerber Kawasaki Wealth & Investment Management
California
$1.14M +$1.14M +59,272 New
BWM
136
BCS Wealth Management
Tennessee
$1.14M +$96 +5 +0%
PRWA
137
Platte River Wealth Advisors
Colorado
$1.14M +$442K +22,990 +64%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$1.12M +$58.8K +3,053 +6%
GT
139
Greenleaf Trust
Michigan
$1.12M +$72.1K +3,745 +7%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$1.12M +$14.7K +762 +1%
LAIC
141
Lederer & Associates Investment Counsel
California
$1.11M +$15.7K +814 +1%
AA
142
Alesco Advisors
New York
$1.1M -$43.1K -2,239 -4%
LWMNY
143
Landmark Wealth Management (New York)
New York
$1.08M +$72.5K +3,768 +7%
ISWM
144
Independent Solutions Wealth Management
New York
$1.06M +$614K +31,884 +139%
SWM
145
Sculati Wealth Management
Michigan
$1.05M -$43.5K -2,259 -4%
CFMC
146
Curbstone Financial Management Corp
New Hampshire
$1.05M
MWM
147
Mission Wealth Management
California
$993K -$129K -6,679 -11%
PFM
148
Patton Fund Management
Texas
$980K +$978K +50,811 New
WP
149
WMS Partners
Maryland
$966K +$677K +35,194 +236%
SFWC
150
Strategic Family Wealth Counselors
New Jersey
$961K +$959K +49,833 New