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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Perigon Wealth Management
California
$511K +$62.2K +3,362 +14%
AFA
177
Atlanta Financial Associates
Georgia
$509K -$28.3K -1,530 -5%
WAM
178
Wakefield Asset Management
Colorado
$503K +$8.73K +472 +2%
Fisher Asset Management
179
Fisher Asset Management
Washington
$489K +$476K +25,746 New
LF
180
LifeSteps Financial
California
$481K -$42.4K -2,294 -8%
SS
181
Simplicity Solutions
Minnesota
$477K +$464K +25,110 New
RRC
182
Relaxing Retirement Coach
Massachusetts
$476K -$2.94M -158,762 -86%
AP
183
Adero Partners
California
$469K +$148 +8 +0%
LCM
184
Liberty Capital Management
Michigan
$469K +$457K +24,724 New
PHAM
185
Palisades Hudson Asset Management
Florida
$468K +$3.15K +170 +0.7%
Stifel Financial
186
Stifel Financial
Missouri
$468K +$23.8K +1,284 +5%
AIA
187
Armor Investment Advisors
North Carolina
$448K +$37.1K +2,004 +9%
MCM
188
MAI Capital Management
Ohio
$447K +$167K +9,048 +63%
LWAC
189
Laurel Wealth Advisors (California)
California
$440K +$51.4K +2,776 +14%
LJAC
190
L.J. Altfest & Co
New York
$429K -$41.4K -2,236 -9%
AOWM
191
Alpha Omega Wealth Management
Virginia
$425K
BAMG
192
Brand Asset Management Group
Missouri
$424K -$1.93M -104,564 -82%
PFM
193
Peak Financial Management
Massachusetts
$416K +$12.7K +688 +3%
CG
194
Colony Group
Massachusetts
$407K +$397K +21,448 New
RA
195
Rational Advisors
New York
$402K +$255K +13,802 +187%
Goldman Sachs
196
Goldman Sachs
New York
$388K -$112K -6,064 -23%
LAIC
197
Lederer & Associates Investment Counsel
California
$381K +$92.3K +4,992 +33%
KWM
198
Kingsview Wealth Management
Oregon
$378K +$62.6K +3,382 +20%
B
199
Bailard
California
$375K -$45.2K -2,444 -11%
FWI
200
Facet Wealth Inc
Maryland
$371K +$361K +19,518 New