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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
151
Texas Yale Capital Corp
Florida
$653K
SBH
152
Segall Bryant & Hamill
Illinois
$627K -$64.9K -3,316 -10%
KeyBank National Association
153
KeyBank National Association
Ohio
$614K
CCWA
154
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$613K +$4.73K +242 +0.8%
UBS Group
155
UBS Group
Switzerland
$613K +$310K +15,838 +113%
PA
156
Parallel Advisors
California
$612K +$245K +12,506 +72%
RJFSA
157
Raymond James Financial Services Advisors
Florida
$607K +$230K +11,752 +66%
GBT
158
Grove Bank & Trust
Florida
$607K +$578K +29,542 New
MCM
159
Mainstay Capital Management
Michigan
$606K -$24.6K -1,260 -4%
LAIC
160
Lederer & Associates Investment Counsel
California
$595K +$174K +8,894 +44%
JC
161
Jentner Corp
Ohio
$595K +$30.8K +1,576 +6%
LWM
162
Loveless Wealth Management
Montana
$592K -$1.96K -100 -0.3%
BSW
163
Buckingham Strategic Wealth
Missouri
$592K +$548 +28 +0.1%
LFA
164
Landmark Financial Advisors
Kentucky
$591K -$73.8K -3,772 -12%
FF
165
Friedenthal Financial
New Jersey
$587K -$85.2K -4,358 -13%
WAM
166
Wakefield Asset Management
Colorado
$577K +$30.5K +1,560 +6%
CL
167
Choreo LLC
Illinois
$570K +$15.7K +802 +3%
Stifel Financial
168
Stifel Financial
Missouri
$561K +$52K +2,660 +11%
DBRC
169
D.B. Root & Company
Pennsylvania
$555K -$76.6K -3,914 -13%
PWA
170
Peterson Wealth Advisors
Utah
$555K -$2.42K -124 -0.5%
CG
171
Colony Group
Massachusetts
$533K +$87.8K +4,488 +21%
LF
172
LifeSteps Financial
California
$511K -$8.68K -444 -2%
CFA
173
Cahill Financial Advisors
Minnesota
$510K -$58.2K -2,974 -11%
PFM
174
Peak Financial Management
Massachusetts
$510K +$56.7K +2,898 +13%
AFA
175
Atlanta Financial Associates
Georgia
$509K