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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
176
Brown Advisory
Maryland
$205K -$2.04K -106 -1%
AWS
177
AJ Wealth Strategies
New York
$200K
SWP
178
Stratos Wealth Partners
Ohio
$190K +$86.2K +4,472 +82%
RCA
179
Rowland Carmichael Advisors
Arizona
$177K -$22.6K -1,174 -11%
TI
180
Truepoint Inc
Ohio
$165K +$243K +12,608 New
WCM
181
Wealthcare Capital Management
Virginia
$163K +$270 +14 +0.2%
SP
182
SWS Partners
Ohio
$161K +$164K +8,530 +426,500%
LYV
183
Live Your Vision
Pennsylvania
$140K -$4.87M -252,678 -97%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$139K -$39.7K -2,062 -22%
WAM
185
Wealthspire Advisors (Maryland)
Maryland
$125K -$116 -6 -0.1%
SWA
186
Sutton Wealth Advisors
Florida
$124K +$36.2K +1,880 +41%
TIM
187
Tortoise Investment Management
New York
$122K +$116K +6,026 +1,674%
CIR
188
Clear Investment Research
Georgia
$114K -$2.04K -106 -2%
EFSCE
189
Enterprise Financial Services Corp (EFSC)
Missouri
$108K -$5.17K -268 -5%
SBL
190
Sargent Bickham Lagudis
Colorado
$99K +$2.78K +144 +3%
SHJ
191
Sharkey, Howes & Javer
Colorado
$98K -$44.4K -2,304 -31%
FRA
192
Front Row Advisors
California
$96K -$20.7K -1,076 -18%
BAM
193
Barrett Asset Management
New York
$86K
TWA
194
TCI Wealth Advisors
Arizona
$67K -$76.3K -3,956 -53%
CDIA
195
Capital Directions Investment Advisors
Georgia
$67K +$77 +4 +0.1%
PFBT
196
Parkside Financial Bank & Trust
Missouri
$65K -$3.51K -182 -5%
BBPWM
197
Blue Bell Private Wealth Management
Pennsylvania
$59K +$10.6K +550 +21%
SFSIG
198
San Francisco Sentry Investment Group
California
$58K
EA
199
Edge Advisors
Georgia
$56K
AIA
200
Armor Investment Advisors
North Carolina
$55K