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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Sculati Wealth Management
Michigan
$1.02M -$46.7K -2,332 -4%
AWA
152
Aletheian Wealth Advisors
Washington
$995K +$396K +19,761 +63%
CG
153
Colony Group
Massachusetts
$993K -$4.09M -204,302 -80%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$993K +$988K +49,339 +3,141%
VA
155
Valmark Advisers
Ohio
$993K +$107K +5,334 +12%
LEFP
156
Leading Edge Financial Planning
Tennessee
$991K +$42.1K +2,102 +4%
PRWA
157
Platte River Wealth Advisors
Colorado
$966K -$191K -9,532 -16%
WP
158
WMS Partners
Maryland
$963K -$14.2K -710 -1%
MWM
159
Mission Wealth Management
California
$960K -$45.6K -2,278 -4%
RG
160
Retirement Group
California
$906K +$7.57K +378 +0.8%
RFP
161
Root Financial Partners
California
$884K +$908K +45,322 New
TWP
162
Tempus Wealth Planning
California
$855K +$173K +8,650 +25%
FFN
163
Focus Financial Network
Minnesota
$850K +$6.37K +318 +0.7%
WCFA
164
Walkner Condon Financial Advisors
Wisconsin
$825K -$841 -42 -0.1%
CI
165
Cordant Inc
Oregon
$824K -$33.6K -1,678 -4%
AF
166
Allworth Financial
California
$803K -$8.91K -445 -1%
FWM
167
Forza Wealth Management
Florida
$799K +$89K +4,442 +12%
AT
168
American Trust
Kentucky
$768K +$286K +14,295 +57%
VM
169
VPR Management
Texas
$768K
BIP
170
Blueprint Investment Partners
North Carolina
$755K +$11.3K +565 +1%
GC
171
Garde Capital
Washington
$755K
C
172
Certuity
Florida
$750K -$24.7K -1,232 -3%
SWM
173
SigFig Wealth Management
California
$744K -$21.7K -1,084 -3%
PB
174
Pinnacle Bancorp
Nebraska
$733K +$66.7K +3,330 +10%
TIM
175
Tortoise Investment Management
New York
$731K +$209K +10,426 +39%