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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
176
BFSG LLC
California
$275K -$6.37K -322 -2%
MHS
177
M Holdings Securities
Oregon
$254K -$79 -4 -0%
PIM
178
Penobscot Investment Management
Massachusetts
$251K
NFG
179
Next Financial Group
Texas
$242K -$50.7K -2,564 -18%
BCM
180
Breiter Capital Management
Florida
$238K +$226K +11,416 New
SFG
181
StrategIQ Financial Group
Indiana
$235K -$52.7K -2,664 -19%
CG
182
Colony Group
Massachusetts
$234K
EAM
183
Evanson Asset Management
California
$232K
PWM
184
Perigon Wealth Management
California
$231K +$204K +10,332 +1,468%
SFA
185
Sequoia Financial Advisors
Ohio
$225K +$213K +10,790 New
Brown Advisory
186
Brown Advisory
Maryland
$224K
LF
187
Lee Financial
Texas
$220K -$130K -6,588 -39%
DAS
188
Dynamic Advisor Solutions
Arizona
$211K +$200K +10,108 New
TCM
189
Twele Capital Management
Minnesota
$204K +$193K +9,762 New
CCM
190
Carlson Capital Management
Minnesota
$203K +$192K +9,704 New
WOC
191
West Oak Capital
California
$200K -$29.3K -1,482 -13%
RCA
192
Rowland Carmichael Advisors
Arizona
$193K
WCM
193
Wealthcare Capital Management
Virginia
$178K
LYV
194
Live Your Vision
Pennsylvania
$152K -$3.36K -170 -2%
SWA
195
Sutton Wealth Advisors
Florida
$140K +$4K +202 +3%
TL
196
TrueWealth LLC
Georgia
$136K -$106K -5,362 -45%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$129K -$20.8K -1,050 -14%
WAM
198
Wealthspire Advisors (Maryland)
Maryland
$125K -$11.1K -560 -9%
SHJ
199
Sharkey, Howes & Javer
Colorado
$117K +$8.43K +426 +8%
RWA
200
Ropes Wealth Advisors
Massachusetts
$116K +$110K +5,536 New