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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
151
Corient Private Wealth
Florida
$978K -$71.4K -3,659 -7%
CIP
152
Capital Insight Partners
Arizona
$925K -$52.9K -2,715 -6%
BSW
153
Buckingham Strategic Wealth
Missouri
$912K -$103K -5,266 -10%
WCFA
154
Walkner Condon Financial Advisors
Wisconsin
$908K -$25.5K -1,309 -3%
RFP
155
Root Financial Partners
California
$908K +$10.2K +525 +1%
GCA
156
Gradient Capital Advisors
California
$900K +$8.6K +441 +1%
AF
157
Allworth Financial
California
$848K -$95.5K -4,896 -11%
AWA
158
Aletheian Wealth Advisors
Washington
$842K +$20 +1 +0%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$838K -$70.1K -3,594 -8%
KC
160
Kades & Cheifetz
Pennsylvania
$828K +$21.1K +1,080 +3%
WPW
161
Watershed Private Wealth
Illinois
$823K -$49.8K -2,553 -6%
B
162
Bensler
Washington
$804K -$162K -8,311 -17%
PAG
163
Private Advisor Group
New Jersey
$803K -$212K -10,861 -21%
EGM
164
Engineers Gate Manager
New York
$794K -$505K -25,899 -39%
FFN
165
Focus Financial Network
Minnesota
$789K +$14.7K +755 +2%
IIA
166
Integral Investment Advisors
California
$788K +$280K +14,342 +56%
VM
167
VPR Management
Texas
$787K
CKAIS
168
Christensen King & Associates Investment Services
Washington
$778K -$5.07K -260 -0.7%
LJAC
169
L.J. Altfest & Co
New York
$767K +$41.3K +2,117 +6%
Vanguard Group
170
Vanguard Group
Pennsylvania
$740K +$273 +14 +0%
MWM
171
Mission Wealth Management
California
$734K -$155K -7,951 -18%
BCI
172
Brinker Capital Investments
Pennsylvania
$732K +$1.54K +79 +0.2%
OPS
173
Orion Portfolio Solutions
Nebraska
$732K +$1.54K +79 +0.2%
FWM
174
Forza Wealth Management
Florida
$730K
WFP
175
Wrenne Financial Planning
Kentucky
$727K +$93.8K +4,809 +15%