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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
176
Alpha Omega Wealth Management
Virginia
$572K
BAM
177
Baldrige Asset Management
Pennsylvania
$568K +$542K +25,556 New
AMG
178
Asset Management Group
Connecticut
$546K -$16.8K -790 -3%
Millennium Management
179
Millennium Management
New York
$543K +$519K +24,440 New
GT
180
Greenleaf Trust
Michigan
$532K +$508K +23,934 New
BIA
181
Bigelow Investment Advisors
Maine
$525K -$6.79K -320 -1%
FA
182
FC Advisory
Pennsylvania
$525K +$9.55K +450 +2%
AA
183
Ancora Advisors
Ohio
$515K
PHAM
184
Palisades Hudson Asset Management
Florida
$509K +$19K +894 +4%
H
185
HoyleCohen
California
$505K -$15K -708 -3%
B
186
Bridgeworth
Alabama
$504K -$82.3K -3,878 -15%
LWAC
187
Laurel Wealth Advisors (California)
California
$504K +$92.5K +4,360 +24%
NFG
188
Next Financial Group
Texas
$502K +$163K +7,658 +51%
NFH
189
NEXT Financial Holdings
Texas
$502K +$480K +22,594 New
SWM
190
SigFig Wealth Management
California
$498K -$33.9K -1,598 -7%
BMO
191
Beck Mack & Oliver
New York
$478K -$5.9K -278 -1%
KA
192
Kovack Advisors
Florida
$468K -$20.1K -946 -4%
PWP
193
Principle Wealth Partners
Connecticut
$463K +$55.2K +2,600 +14%
PFM
194
Peak Financial Management
Massachusetts
$449K -$59.6K -2,810 -12%
AF
195
Advisornet Financial
Minnesota
$439K -$34.3K -1,616 -8%
OCM
196
One Capital Management
California
$439K -$15.9K -750 -4%
KC
197
Kingfisher Capital
North Carolina
$426K +$16K +756 +4%
Stifel Financial
198
Stifel Financial
Missouri
$425K -$36.1K -1,702 -8%
LJAC
199
L.J. Altfest & Co
New York
$423K +$10.8K +508 +3%
SC
200
Slow Capital
California
$413K -$13.4K -632 -3%