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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Sculati Wealth Management
Michigan
$848K -$167K -8,695 -17%
RFP
152
Root Financial Partners
California
$829K -$55.2K -2,877 -6%
AF
153
Allworth Financial
California
$815K +$10.1K +528 +1%
WP
154
WMS Partners
Maryland
$812K -$149K -7,788 -16%
FWM
155
Forza Wealth Management
Florida
$801K
VM
156
VPR Management
Texas
$769K
AT
157
American Trust
Kentucky
$768K +$556 +29 +0.1%
GC
158
Garde Capital
Washington
$757K
C
159
Certuity
Florida
$754K +$1.98K +103 +0.3%
FTS
160
Fifth Third Securities
Ohio
$740K -$691K -36,035 -49%
RIG
161
Ramiah Investment Group
Wisconsin
$738K +$105K +5,461 +17%
CL
162
Choreo LLC
Illinois
$737K +$58.6K +3,058 +9%
PB
163
Pinnacle Bancorp
Nebraska
$737K +$2.49K +130 +0.3%
RJFSA
164
Raymond James Financial Services Advisors
Florida
$735K +$112K +5,852 +18%
WCFA
165
Walkner Condon Financial Advisors
Wisconsin
$734K -$90.8K -4,734 -11%
Sumitomo Mitsui Trust Group
166
Sumitomo Mitsui Trust Group
Japan
$727K +$295K +15,399 +71%
BCI
167
Brinker Capital Investments
Pennsylvania
$723K +$144K +7,499 +25%
OPS
168
Orion Portfolio Solutions
Nebraska
$723K +$144K +7,499 +25%
LF
169
Lee Financial
Texas
$716K -$460 -24 -0.1%
SWM
170
SigFig Wealth Management
California
$714K -$8.67K -452 -1%
BIP
171
Blueprint Investment Partners
North Carolina
$711K -$44.2K -2,305 -6%
VAF
172
Values Added Financial
District of Columbia
$709K +$696K +36,290 New
DP
173
DDD Partners
Washington
$688K +$7.92K +413 +1%
GFWA
174
Grey Fox Wealth Advisors
Delaware
$683K +$7.57K +395 +1%
EA
175
Efficient Advisors
Ohio
$678K +$36.5K +1,906 +6%