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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
126
Bleakley Financial Group
New Jersey
$2.05M +$1.01M +46,125 +94%
AWM
127
Apollon Wealth Management
South Carolina
$2.04M -$115K -5,267 -5%
FFA
128
Farther Finance Advisors
California
$1.98M +$1.13M +51,356 +128%
SWM
129
Stockman Wealth Management
Montana
$1.97M +$71.7K +3,270 +4%
HCP
130
Hexagon Capital Partners
Arkansas
$1.96M +$163K +7,442 +9%
PCWA
131
Pacific Capital Wealth Advisors
California
$1.96M -$193K -8,812 -9%
GWM
132
Geneos Wealth Management
Colorado
$1.92M +$17.1K +780 +0.9%
PIMG
133
Patriot Investment Management Group
Tennessee
$1.88M -$93.4K -4,260 -5%
CFP
134
Cascade Financial Partners
California
$1.87M -$13.1K -598 -0.7%
EWA
135
EP Wealth Advisors
California
$1.87M +$334K +15,240 +21%
KBFS
136
Kohmann Bosshard Financial Services
Ohio
$1.83M +$274K +12,504 +17%
CIA
137
Cape Investment Advisory
Georgia
$1.78M +$19.4K +885 +1%
ISWM
138
Independent Solutions Wealth Management
New York
$1.72M -$66.9K -3,050 -4%
Stifel Financial
139
Stifel Financial
Missouri
$1.67M +$762K +34,743 +81%
KWA
140
Kingswood Wealth Advisors
California
$1.65M +$153K +6,957 +10%
BBA
141
Braun-Bostich & Associates
Pennsylvania
$1.64M -$17K -775 -1%
CFG
142
Carter Financial Group
Illinois
$1.61M -$135K -6,150 -8%
Point72 Asset Management
143
Point72 Asset Management
Connecticut
$1.57M +$1.6M +72,967 New
HWA
144
HHM Wealth Advisors
Tennessee
$1.55M -$183K -8,345 -10%
TWP
145
Tempus Wealth Planning
California
$1.51M -$15.4K -702 -1%
MCM
146
MAI Capital Management
Ohio
$1.5M -$278K -12,693 -15%
NFG
147
Nations Financial Group
Iowa
$1.48M +$322K +14,710 +27%
JP Morgan Chase
148
JP Morgan Chase
New York
$1.47M -$24.6K -1,121 -2%
Royal Bank of Canada
149
Royal Bank of Canada
Ontario, Canada
$1.45M -$687K -31,350 -32%
FCIM
150
Fairview Capital Investment Management
California
$1.42M -$236K -10,780 -14%