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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
151
One Capital Management
California
$480K +$17.5K +830 +4%
Stifel Financial
152
Stifel Financial
Missouri
$470K -$241K -11,416 -34%
PFM
153
Phillips Financial Management
Indiana
$458K -$6.04K -286 -1%
H
154
HoyleCohen
California
$447K +$18.2K +860 +4%
NSAM
155
North Star Asset Management
Wisconsin
$440K -$11.6K -550 -3%
TF
156
Tompkins Financial
New York
$426K -$86.6K -4,098 -17%
WAM
157
Wakefield Asset Management
Colorado
$426K +$432K +20,424 New
AWA
158
Acorn Wealth Advisors
Michigan
$412K +$31K +1,468 +8%
PFM
159
Peak Financial Management
Massachusetts
$411K +$2.75K +130 +0.7%
EHPM
160
Emery Howard Portfolio Management
California
$397K +$73.3K +3,466 +22%
FA
161
FC Advisory
Pennsylvania
$394K +$4.86K +230 +1%
Renaissance Technologies
162
Renaissance Technologies
New York
$388K +$393K +18,600 New
LJAC
163
L.J. Altfest & Co
New York
$384K +$1.01K +48 +0.3%
KC
164
Kingfisher Capital
North Carolina
$383K +$7.78K +368 +2%
FWCM
165
Ferguson Wellman Capital Management
Oregon
$379K -$50.8K -2,402 -12%
SC
166
Slow Capital
California
$377K +$40.2K +1,904 +12%
ACM
167
AlphaStar Capital Management
North Carolina
$358K -$161K -7,596 -36%
HCM
168
Hengehold Capital Management
Ohio
$354K -$14.2K -670 -4%
RW
169
REDW Wealth
New Mexico
$350K +$18.8K +890 +6%
OIA
170
OneDigital Investment Advisors
Kansas
$338K +$2.37K +112 +0.7%
PHAM
171
Palisades Hudson Asset Management
Florida
$329K +$1.9K +90 +0.6%
BIM
172
Bridges Investment Management
Nebraska
$328K -$563K -26,628 -63%
BSW
173
Buckingham Strategic Wealth
Missouri
$326K +$16.1K +762 +5%
BRWA
174
B. Riley Wealth Advisors
Florida
$321K -$592 -28 -0.2%
ACA
175
Atlas Capital Advisors
Wyoming
$312K +$323K +15,272 New