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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
151
Bridgeworth
Alabama
$243K +$246K +11,960 New
MHS
152
M Holdings Securities
Oregon
$241K +$29.6K +1,442 +14%
DI
153
Diligent Investors
California
$234K +$7.07K +344 +3%
CA
154
Cetera Advisors
Colorado
$230K +$228K +11,102 New
EHPM
155
Emery Howard Portfolio Management
California
$227K +$1.31K +64 +0.6%
Brown Advisory
156
Brown Advisory
Maryland
$221K
CPO
157
Cerity Partners OCIO
New York
$219K
Mariner
158
Mariner
Kansas
$216K
TSWM
159
Triangle Securities Wealth Management
North Carolina
$209K
EK
160
Evensky & Katz
Florida
$205K +$193K +9,388 +1,641%
PIM
161
Penobscot Investment Management
Massachusetts
$204K
TCM
162
Twele Capital Management
Minnesota
$203K +$202K +9,840 New
NFG
163
Next Financial Group
Texas
$196K +$168K +8,156 +611%
RCA
164
Rowland Carmichael Advisors
Arizona
$190K
WOC
165
West Oak Capital
California
$177K +$14K +682 +9%
WCM
166
Wealthcare Capital Management
Virginia
$175K +$82 +4 +0%
WAM
167
Wealthspire Advisors (Maryland)
Maryland
$141K +$5.1K +248 +4%
SWA
168
Sutton Wealth Advisors
Florida
$134K +$1.48K +72 +1%
EFSCE
169
Enterprise Financial Services Corp (EFSC)
Missouri
$122K
CIR
170
Clear Investment Research
Georgia
$120K +$120K +5,842 New
LCM
171
Liberty Capital Management
Michigan
$118K +$37.1K +1,804 +44%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$106K -$2.92K -142 -3%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$90K +$82 +4 +0.1%
CG
174
Cutler Group
California
$87K +$87.5K +4,256 New
MSFP
175
Mark Sheptoff Financial Planning
Connecticut
$79K -$41 -2 -0.1%