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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
126
Landmark Wealth Management (New York)
New York
$1.98M +$113K +5,329 +6%
SF
127
Summit Financial
New Jersey
$1.97M +$271K +12,799 +16%
AWA
128
Alaska Wealth Advisors
Alaska
$1.97M +$158K +7,470 +9%
FA
129
FC Advisory
Pennsylvania
$1.95M +$1.06K +50 +0.1%
WFP
130
Wrenne Financial Planning
Kentucky
$1.93M +$424K +20,006 +28%
PIMG
131
Patriot Investment Management Group
Tennessee
$1.91M +$13.4K +633 +0.7%
Empower Advisory Group
132
Empower Advisory Group
Colorado
$1.86M +$551K +25,983 +41%
GWM
133
Geneos Wealth Management
Colorado
$1.85M +$23.6K +1,111 +1%
SWM
134
Stockman Wealth Management
Montana
$1.84M +$54.4K +2,565 +3%
CFP
135
Cascade Financial Partners
California
$1.83M -$117K -5,504 -6%
MWM
136
Modera Wealth Management
New Jersey
$1.82M -$35.2K -1,658 -2%
Lido Advisors
137
Lido Advisors
California
$1.79M +$30.6K +1,442 +2%
KBFS
138
Kohmann Bosshard Financial Services
Ohio
$1.76M +$113K +5,310 +8%
HCP
139
Hexagon Capital Partners
Arkansas
$1.75M +$200K +9,455 +13%
ISWM
140
Independent Solutions Wealth Management
New York
$1.74M +$29.2K +1,379 +2%
MCM
141
MAI Capital Management
Ohio
$1.73M -$61.9K -2,920 -3%
CIA
142
Cape Investment Advisory
Georgia
$1.71M +$1.71M +80,525 +5,515%
CFG
143
Carter Financial Group
Illinois
$1.69M +$89K +4,198 +5%
HWA
144
HHM Wealth Advisors
Tennessee
$1.68M -$95.5K -4,505 -5%
BBA
145
Braun-Bostich & Associates
Pennsylvania
$1.61M +$69.7K +3,288 +4%
FCIM
146
Fairview Capital Investment Management
California
$1.6M -$272K -12,806 -14%
EWA
147
EP Wealth Advisors
California
$1.5M +$1.52M +71,609 New
TWP
148
Tempus Wealth Planning
California
$1.48M +$41.4K +1,954 +3%
JP Morgan Chase
149
JP Morgan Chase
New York
$1.47M -$415K -19,590 -22%
KWA
150
Kingswood Wealth Advisors
California
$1.46M +$74.7K +3,521 +5%