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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMM
151
Buffington Mohr McNeal
Idaho
$198K +$39.3K +1,960 +26%
VNA
152
Valley National Advisers
Pennsylvania
$197K -$145K -7,232 -43%
RCA
153
Rowland Carmichael Advisors
Arizona
$190K
PA
154
Parallel Advisors
California
$169K +$165K +8,216 New
LF
155
Lee Financial
Texas
$160K +$157K +7,800 New
WAM
156
Wealthspire Advisors (Maryland)
Maryland
$149K -$3.85K -192 -3%
SWA
157
Sutton Wealth Advisors
Florida
$128K +$40.3K +2,008 +47%
SBL
158
Sargent Bickham Lagudis
Colorado
$126K -$38.3K -1,908 -24%
Walleye Trading
159
Walleye Trading
New York
$118K +$63.9K +3,184 +123%
SEI Investments
160
SEI Investments
Pennsylvania
$116K -$25.5K -1,268 -18%
TF
161
Tompkins Financial
New York
$108K +$24.7K +1,232 +31%
HFM
162
Hartford Financial Management
Connecticut
$104K
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$104K +$1.32K +66 +1%
WOC
164
West Oak Capital
California
$97.6K +$1.36K +68 +1%
MSFP
165
Mark Sheptoff Financial Planning
Connecticut
$79K
PFBT
166
Parkside Financial Bank & Trust
Missouri
$72K +$2.53K +126 +4%
AP
167
Atwood & Palmer
Missouri
$71K
AIA
168
Armor Investment Advisors
North Carolina
$71K +$69.6K +3,466 New
LCM
169
Liberty Capital Management
Michigan
$67K +$34.4K +1,716 +114%
BAM
170
Barrett Asset Management
New York
$60K
EA
171
Edge Advisors
Georgia
$60K +$59.4K +2,960 New
CDIA
172
Capital Directions Investment Advisors
Georgia
$46K
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$43K +$25.1K +1,250 +142%
PO
174
Private Ocean
California
$42K +$4.13K +206 +11%
BBPWM
175
Blue Bell Private Wealth Management
Pennsylvania
$38K -$40 -2 -0.1%