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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
176
Palisades Hudson Asset Management
Florida
$508K +$1.29K +66 +0.3%
SFS
177
Sowell Financial Services
Arkansas
$504K +$189K +9,668 +72%
AP
178
Adero Partners
California
$488K -$18.3K -938 -4%
LWAC
179
Laurel Wealth Advisors (California)
California
$488K +$11.7K +600 +3%
KWM
180
Kingsview Wealth Management
Oregon
$469K +$49.2K +2,514 +13%
LJAC
181
L.J. Altfest & Co
New York
$468K +$3.21K +164 +0.7%
VCM
182
Virtue Capital Management
Tennessee
$461K +$439K +22,448 New
AOWM
183
Alpha Omega Wealth Management
Virginia
$460K
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$453K -$230K -11,776 -35%
VA
185
Valmark Advisers
Ohio
$451K +$430K +21,960 New
CCA
186
Cobblestone Capital Advisors
New York
$446K -$186K -9,500 -30%
FWI
187
Facet Wealth Inc
Maryland
$445K +$41.8K +2,138 +11%
CWM
188
Collaborative Wealth Management
Florida
$440K +$691K +35,340 New
HB
189
Homrich & Berg
Georgia
$438K -$182K -9,296 -30%
AIA
190
Armor Investment Advisors
North Carolina
$431K -$50.9K -2,600 -11%
DP
191
DDD Partners
Washington
$420K +$19.9K +1,020 +5%
BRWA
192
B. Riley Wealth Advisors
Florida
$418K +$51.6K +2,636 +15%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$416K +$396K +20,270 New
LCP
194
Legacy Capital Partners
Wisconsin
$415K +$395K +20,210 New
YIH
195
Y-Intercept (HK)
Hong Kong
$407K +$385K +19,662 New
MCM
196
MAI Capital Management
Ohio
$406K -$73.7K -3,766 -16%
B
197
Bailard
California
$404K -$1.76K -90 -0.5%
RF
198
RHS Financial
California
$402K -$756K -38,648 -66%
CCM
199
Crew Capital Management
Ohio
$400K +$381K +19,454 New
RJA
200
Raymond James & Associates
Florida
$395K -$161K -8,238 -30%