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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
MAI Capital Management
Ohio
$1.38M +$369K +19,867 +42%
OIA
127
OneDigital Investment Advisors
Kansas
$1.35M +$33.5K +1,804 +3%
CAG
128
Curtis Advisory Group
California
$1.33M -$3.68K -198 -0.3%
B
129
Bensler
Washington
$1.33M -$309K -16,616 -21%
TAM
130
Trillium Asset Management
Massachusetts
$1.3M
JWM
131
JFG Wealth Management
Colorado
$1.29M +$1.16M +62,218 New
SWM
132
SeaCrest Wealth Management
New York
$1.26M +$62.2K +3,347 +6%
VA
133
Valmark Advisers
Ohio
$1.26M +$539 +29 +0%
AWA
134
Alaska Wealth Advisors
Alaska
$1.21M +$90.1K +4,848 +9%
GT
135
Greenleaf Trust
Michigan
$1.2M
ACA
136
Atlas Capital Advisors
Wyoming
$1.18M -$129K -6,965 -11%
GFP
137
Guardian Financial Partners
California
$1.18M +$307K +16,515 +41%
AA
138
Alesco Advisors
New York
$1.17M +$22.7K +1,220 +2%
BWM
139
BCS Wealth Management
Tennessee
$1.14M -$75.8K -4,080 -7%
HSA
140
HBK Sorce Advisory
Pennsylvania
$1.14M -$42.9K -2,309 -4%
BCM
141
Becker Capital Management
Oregon
$1.14M
CFMC
142
Curbstone Financial Management Corp
New Hampshire
$1.1M
TWP
143
Tempus Wealth Planning
California
$1.09M +$79.9K +4,300 +9%
Corient Private Wealth
144
Corient Private Wealth
Florida
$1.07M +$485K +26,087 +101%
LAIC
145
Lederer & Associates Investment Counsel
California
$1.06M +$1.8K +97 +0.2%
WPW
146
Watershed Private Wealth
Illinois
$1.05M -$137K -7,346 -13%
CIP
147
Capital Insight Partners
Arizona
$1.04M -$96.7K -5,204 -9%
BSW
148
Buckingham Strategic Wealth
Missouri
$1.04M -$371K -19,951 -28%
WA
149
WBH Advisory
Maryland
$1.03M -$186K -10,034 -17%
GKWIM
150
Gerber Kawasaki Wealth & Investment Management
California
$1.01M -$73.6K -3,960 -7%