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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
151
Capital Directions Investment Advisors
Georgia
$47K
IWMPD
152
Integrated Wealth Management (Palm Desert)
California
$42K +$5.22K +238 +14%
ASN
153
Advisory Services Network
Georgia
$41K +$219 +10 +0.5%
BBPWM
154
Blue Bell Private Wealth Management
Pennsylvania
$40K -$1.14K -52 -3%
PO
155
Private Ocean
California
$39K -$5.66K -258 -12%
NFG
156
Next Financial Group
Texas
$37K -$671K -30,620 -95%
S
157
SignatureFD
Georgia
$36K -$27.3K -1,244 -42%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$36K
JFA
159
JNBA Financial Advisors
Minnesota
$36K +$37K +1,690 New
DADC
160
D.A. Davidson & Co
Montana
$34K +$33.9K +1,546 +2,863%
Mariner
161
Mariner
Kansas
$32K +$32.6K +1,488 New
LCM
162
Liberty Capital Management
Michigan
$31K +$33.1K +1,510 New
BC
163
Bartlett & Co
Ohio
$26K
ADL
164
Asset Dedication LLC
California
$26K +$25.3K +1,156 +1,180%
RBC
165
Roble Belko & Company
Pennsylvania
$23K +$88 +4 +0.4%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$19K +$8.72K +398 +82%
GBBWRPM
167
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K +$18.9K +864 New
Citigroup
168
Citigroup
New York
$17K -$175 -8 -1%
AWM
169
AllSquare Wealth Management
New York
$17K
FANJ
170
Financial Architects (New Jersey)
New Jersey
$13K
PG
171
Patten Group
Tennessee
$12.1K -$921 -42 -7%
EK
172
Evensky & Katz
Florida
$12K -$14.8K -676 -55%
Bessemer Group
173
Bessemer Group
New Jersey
$12K +$12K +548 New
TIM
174
Tortoise Investment Management
New York
$11K
BWA
175
Burt Wealth Advisors
Maryland
$11K +$6.79K +310 +129%