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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
176
Palisades Hudson Asset Management
Florida
$433K +$39K +2,170 +10%
PWM
177
Perigon Wealth Management
California
$416K +$40.2K +2,232 +10%
BFG
178
Baron Financial Group
New Jersey
$416K +$423K +23,520 New
Stifel Financial
179
Stifel Financial
Missouri
$413K +$13.6K +756 +3%
GLA
180
Great Lakes Advisors
Illinois
$398K -$31.2K -1,736 -7%
AOWM
181
Alpha Omega Wealth Management
Virginia
$396K
B
182
Bailard
California
$393K -$32.2K -1,790 -7%
AIA
183
Armor Investment Advisors
North Carolina
$382K +$84.9K +4,720 +28%
PFM
184
Peak Financial Management
Massachusetts
$376K -$23.2K -1,292 -6%
PA
185
PFG Advisors
Arizona
$362K -$17K -946 -5%
LWAC
186
Laurel Wealth Advisors (California)
California
$361K -$1.74M -96,672 -83%
GC
187
Garde Capital
Washington
$345K -$3.6M -199,800 -91%
CI
188
CX Institutional
Indiana
$342K +$42.4K +2,358 +14%
TI
189
Trexquant Investment
Connecticut
$323K -$1.41M -78,626 -81%
AMG
190
Asset Management Group
Connecticut
$322K +$2.09K +116 +0.6%
SFWC
191
Strategic Family Wealth Counselors
New Jersey
$318K -$164K -9,114 -34%
FNBT
192
FineMark National Bank & Trust
Florida
$314K +$4.32K +240 +1%
AFAS
193
Acorn Financial Advisory Services
Virginia
$311K -$2.27K -126 -0.7%
KAS
194
Kestra Advisory Services
Texas
$305K +$4.86K +270 New
PA
195
Parallel Advisors
California
$303K +$2.73K +152 +0.9%
PS
196
Portfolio Solutions
Michigan
$301K -$20.4K -1,134 -6%
DSA
197
Droms Strauss Advisors
Missouri
$293K -$538K -29,912 -64%
KWM
198
Kingsview Wealth Management
Oregon
$292K +$14.3K +792 +5%
RG
199
Retirement Group
California
$286K -$73.4K -4,080 -20%
FVWA
200
Foster Victor Wealth Advisors
South Carolina
$285K +$20.8K +1,156 +8%