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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$1.37M -$346K -17,274 -20%
OIA
127
OneDigital Investment Advisors
Kansas
$1.37M +$10.6K +530 +0.8%
GFS
128
GYL Financial Synergies
Connecticut
$1.32M -$5.97M -298,287 -81%
FA
129
FC Advisory
Pennsylvania
$1.32M +$53.6K +2,674 +4%
AWA
130
Alaska Wealth Advisors
Alaska
$1.3M +$102K +5,107 +8%
WPW
131
Watershed Private Wealth
Illinois
$1.29M -$16.5K -822 -1%
BCM
132
Becker Capital Management
Oregon
$1.26M +$1.29M +64,448 New
WCA
133
Waypoint Capital Advisors
Minnesota
$1.25M
SWA
134
Strata Wealth Advisors
Texas
$1.25M +$679K +33,918 +113%
TAM
135
Trillium Asset Management
Massachusetts
$1.23M
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$1.2M +$68.4K +3,417 +6%
WA
137
WBH Advisory
Maryland
$1.19M +$1.22M +61,145 New
Natixis Advisors
138
Natixis Advisors
Massachusetts
$1.16M +$22.1K +1,104 +2%
ISWM
139
Independent Solutions Wealth Management
New York
$1.15M +$88.1K +4,400 +8%
GKWIM
140
Gerber Kawasaki Wealth & Investment Management
California
$1.14M -$12.7K -634 -1%
SWM
141
SeaCrest Wealth Management
New York
$1.14M -$29.5K -1,473 -2%
GT
142
Greenleaf Trust
Michigan
$1.13M
AA
143
Alesco Advisors
New York
$1.13M +$15.4K +769 +1%
AAS
144
Avantax Advisory Services
Texas
$1.12M -$801K -39,981 -41%
JP Morgan Chase
145
JP Morgan Chase
New York
$1.12M +$210K +10,487 +22%
LAIC
146
Lederer & Associates Investment Counsel
California
$1.12M -$5.49K -274 -0.5%
GCA
147
Gradient Capital Advisors
California
$1.11M -$67.1K -3,348 -6%
JWS
148
Juncture Wealth Strategies
Arizona
$1.1M -$247K -12,338 -18%
TI
149
Truepoint Inc
Ohio
$1.03M -$1.79M -89,223 -63%
CFMC
150
Curbstone Financial Management Corp
New Hampshire
$1.03M -$28K -1,400 -3%