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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
MinichMacGregor Wealth Management
New York
$2K -$1.73K -90 -47%
GWM
152
Geneos Wealth Management
Colorado
$2K +$2.58K +134 New
SIM
153
Sonora Investment Management
Arizona
$652
PFG
154
Piershale Financial Group
Illinois
-$12.6M -634,104 Closed
RJFSA
155
Raymond James Financial Services Advisors
Florida
-$5.21M -263,138 Closed
PMG
156
ProVise Management Group
Florida
-$3.46M -174,826 Closed
HPWM
157
Highland Private Wealth Management
Washington
-$3.2M -161,506 Closed
BCM
158
Barometer Capital Management
Ontario, Canada
-$2.05M -103,600 Closed
SS
159
Simplicity Solutions
Minnesota
-$936K -47,230 Closed
VKH
160
Virtu KCG Holdings
New York
-$855K -43,148 Closed
BCMO
161
Buckingham Capital Management (Ohio)
Ohio
-$659K -33,258 Closed
FFA
162
First Foundation Advisors
California
-$613K -30,912 Closed
VF
163
Virtu Financial
New York
-$435K -21,942 Closed
MWP
164
Moller Wealth Partners
-$431K -21,746 Closed
SAM
165
Stringer Asset Management
Tennessee
-$290K -14,616 Closed
KA
166
Kovack Advisors
Florida
-$267K -13,450 Closed
CAMG
167
CWA Asset Management Group
Florida
-$231K -11,638 Closed
HFM
168
Hartford Financial Management
Connecticut
-$200K -10,122 Closed
IA
169
IFP Advisors
Florida
-$168K -8,478 Closed
CG
170
Colony Group
Massachusetts
-$41K -2,090 Closed
IWMPD
171
Integrated Wealth Management (Palm Desert)
California
-$34K -1,702 Closed
LWA
172
Lenox Wealth Advisors
New York
-$20K -1,000 Closed
TWA
173
TCI Wealth Advisors
Arizona
-$10K -524 Closed
BCI
174
Brinker Capital Investments
Pennsylvania
-$3K -138 Closed
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
+$423 +22 New