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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
151
Leading Edge Financial Planning
Tennessee
$940K +$937K +48,711 New
PFC
152
Phocas Financial Corp
California
$914K -$605K -31,418 -40%
JP Morgan Chase
153
JP Morgan Chase
New York
$905K -$367K -19,054 -29%
RG
154
Retirement Group
California
$889K +$185K +9,604 +26%
HWA
155
Hillcrest Wealth Advisors
New Jersey
$884K +$383K +19,900 +77%
VA
156
Valmark Advisers
Ohio
$879K -$97.5K -5,067 -10%
CI
157
Cordant Inc
Oregon
$847K +$177K +9,222 +27%
FFN
158
Focus Financial Network
Minnesota
$834K -$21.5K -1,119 -3%
GBT
159
Grove Bank & Trust
Florida
$825K +$88.3K +4,589 +12%
WCFA
160
Walkner Condon Financial Advisors
Wisconsin
$817K -$4.43K -230 -0.5%
AF
161
Allworth Financial
California
$803K +$755K +39,217 +1,623%
WF
162
Whelan Financial
California
$774K +$370K +19,219 +92%
H
163
HoyleCohen
California
$773K -$12.7K -659 -2%
SWM
164
SigFig Wealth Management
California
$769K -$36.2K -1,883 -5%
C
165
Certuity
Florida
$766K -$207K -10,731 -21%
FWM
166
Fortress Wealth Management
California
$763K -$129K -6,720 -15%
VM
167
VPR Management
Texas
$760K
BB
168
Bell Bank
North Dakota
$749K +$747K +38,804 New
GC
169
Garde Capital
Washington
$747K -$4.66K -242 -0.6%
LF
170
Lee Financial
Texas
$743K +$630K +32,740 +565%
BIP
171
Blueprint Investment Partners
North Carolina
$736K -$99.5K -5,171 -12%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$725K -$975K -50,661 -57%
SIG
173
Spinnaker Investment Group
California
$707K -$38.3K -1,991 -5%
FWM
174
Forza Wealth Management
Florida
$705K +$704K +36,557 New
RIG
175
Ramiah Investment Group
Wisconsin
$701K +$65.4K +3,400 +10%