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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
151
Breakwater Investment Management
Washington
$1.2M -$27.1K -1,267 -2%
HCP
152
Hexagon Capital Partners
Arkansas
$1.2M +$123K +5,752 +12%
Lido Advisors
153
Lido Advisors
California
$1.19M +$1.18M +55,303 New
CPIG
154
Chicago Partners Investment Group
Illinois
$1.18M -$121K -5,672 -9%
KWA
155
Kingswood Wealth Advisors
California
$1.16M +$36.5K +1,707 +3%
SIA
156
SGL Investment Advisors
Montana
$1.14M +$179K +8,378 +18%
WFP
157
Wrenne Financial Planning
Kentucky
$1.12M +$66.4K +3,107 +6%
LAIC
158
Lederer & Associates Investment Counsel
California
$1.12M +$235 +11 +0%
Corient Private Wealth
159
Corient Private Wealth
Florida
$1.11M -$49.2K -2,300 -4%
CFMC
160
Curbstone Financial Management Corp
New Hampshire
$1.07M -$38.5K -1,800 -3%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$1.05M -$17.5K -819 -2%
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$1.01M -$53.2K -2,491 -5%
AA
163
Alesco Advisors
New York
$1.01M -$135K -6,303 -12%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$993K +$176K +8,226 +22%
BWA
165
Bestgate Wealth Advisors
Maryland
$990K -$157K -7,356 -14%
NFTC
166
North Forty Two & Co
Oregon
$977K
SIG
167
Stonegate Investment Group
Alabama
$973K
WCM
168
Winthrop Capital Management
Indiana
$955K +$427 +20 +0%
Citigroup
169
Citigroup
New York
$943K +$658K +30,781 +235%
GCA
170
Gradient Capital Advisors
California
$932K +$4.23K +198 +0.5%
MMCM
171
Murphy & Mullick Capital Management
New York
$904K -$23.6K -1,103 -3%
HSA
172
HBK Sorce Advisory
Pennsylvania
$850K -$149K -6,951 -15%
AWA
173
Aletheian Wealth Advisors
Washington
$849K -$11.5K -538 -1%
Russell Investments Group
174
Russell Investments Group
United Kingdom
$837K +$825K +38,586 +11,250%
WCFA
175
Walkner Condon Financial Advisors
Wisconsin
$835K +$7.1K +332 +0.9%