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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
151
Winthrop Capital Management
Indiana
$1M +$902K +48,517 New
AF
152
Allworth Financial
California
$991K +$55.5K +2,988 +7%
AF
153
Apollon Financial
South Carolina
$990K +$889K +47,826 New
RIG
154
Ramiah Investment Group
Wisconsin
$982K +$34.9K +1,878 +4%
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$979K +$402K +21,657 +85%
WCFA
156
Walkner Condon Financial Advisors
Wisconsin
$973K +$33.9K +1,825 +4%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$971K +$12.2K +656 +1%
GCA
158
Gradient Capital Advisors
California
$962K -$35.3K -1,898 -4%
MML Investors Services
159
MML Investors Services
Massachusetts
$960K -$339K -18,228 -28%
RFP
160
Root Financial Partners
California
$942K +$41.2K +2,216 +5%
BIP
161
Blueprint Investment Partners
North Carolina
$940K +$13.2K +708 +2%
RG
162
Retirement Group
California
$927K -$31.5K -1,696 -4%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$908K +$84.4K +4,543 +12%
MWM
164
Mission Wealth Management
California
$907K -$31.7K -1,704 -4%
EPM
165
Elm Partners Management
Pennsylvania
$898K -$806K -43,346 -50%
WC
166
Waterloo Capital
Texas
$896K +$804K +43,263 New
AWA
167
Aletheian Wealth Advisors
Washington
$878K -$862K -46,402 -52%
FTS
168
Fifth Third Securities
Ohio
$867K +$77K +4,144 +11%
SWM
169
Sculati Wealth Management
Michigan
$863K -$7.54K -406 -1%
BSB
170
Bangor Savings Bank
Maine
$818K -$113K -6,069 -13%
VM
171
VPR Management
Texas
$816K
CKAIS
172
Christensen King & Associates Investment Services
Washington
$805K +$722K +38,865 New
KC
173
Kades & Cheifetz
Pennsylvania
$804K +$125K +6,716 +21%
GC
174
Garde Capital
Washington
$802K
Sumitomo Mitsui Trust Group
175
Sumitomo Mitsui Trust Group
Japan
$800K +$718K +38,630 New