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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
176
Evanson Asset Management
California
$230K -$83 -4 -0%
KWM
177
Kingsview Wealth Management
Oregon
$228K +$227K +10,936 New
MWM
178
Mission Wealth Management
California
$228K +$228K +10,976 New
TL
179
TrueWealth LLC
Georgia
$226K +$226K +10,852 New
Brown Advisory
180
Brown Advisory
Maryland
$225K
MHS
181
M Holdings Securities
Oregon
$224K -$30.6K -1,470 -12%
LFG
182
Larson Financial Group
Missouri
$224K +$224K +10,764 New
CPO
183
Cerity Partners OCIO
New York
$219K -$2.5K -120 -1%
AWS
184
AJ Wealth Strategies
New York
$218K -$22.2K -1,070 -9%
RCA
185
Rowland Carmichael Advisors
Arizona
$217K +$24.4K +1,174 +13%
EK
186
Evensky & Katz
Florida
$215K +$7.03K +338 +3%
OFW
187
Omnia Family Wealth
Florida
$208K
TCM
188
Twele Capital Management
Minnesota
$205K
LCM
189
Liberty Capital Management
Michigan
$201K +$44.3K +2,132 +27%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$193K +$75K +3,608 +63%
WCM
191
Wealthcare Capital Management
Virginia
$177K +$166 +8 +0.1%
SHJ
192
Sharkey, Howes & Javer
Colorado
$156K -$110K -5,312 -42%
TWA
193
TCI Wealth Advisors
Arizona
$155K +$155K +7,450 New
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$136K -$7.86K -378 -5%
FRA
195
Front Row Advisors
California
$127K +$127K +6,120 New
CIR
196
Clear Investment Research
Georgia
$126K
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$123K
SWP
198
Stratos Wealth Partners
Ohio
$113K +$113K +5,444 New
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$110K +$65K +3,126 +146%
SBL
200
Sargent Bickham Lagudis
Colorado
$105K +$24.4K +1,176 +30%