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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
176
Landmark Financial Advisors
Kentucky
$631K -$26.5K -1,190 -4%
PA
177
Parallel Advisors
California
$628K -$52K -2,338 -8%
BCM
178
Brookstone Capital Management
Illinois
$624K +$589K +26,512 New
PWA
179
Peterson Wealth Advisors
Utah
$605K -$13K -586 -2%
LCP
180
Legacy Capital Partners
Wisconsin
$601K +$134K +6,030 +30%
OC
181
Oppenheimer & Co
New York
$600K +$582K +26,188 New
KWM
182
Kingsview Wealth Management
Oregon
$597K +$78.7K +3,542 +16%
LWM
183
Loveless Wealth Management
Montana
$588K -$69.6K -3,130 -11%
DBRC
184
D.B. Root & Company
Pennsylvania
$587K -$30.9K -1,388 -5%
LWAC
185
Laurel Wealth Advisors (California)
California
$579K +$33.5K +1,508 +6%
CFA
186
Cahill Financial Advisors
Minnesota
$570K +$1.65K +74 +0.3%
FTUS
187
Flow Traders U.S.
New York
$568K +$552K +24,822 New
PFM
188
Peak Financial Management
Massachusetts
$563K -$4.76K -214 -0.9%
GW
189
GW & Wade
Massachusetts
$561K +$545K +24,508 New
LF
190
LifeSteps Financial
California
$550K -$19.2K -864 -3%
CL
191
Choreo LLC
Illinois
$546K -$86.1K -3,874 -14%
AP
192
Adero Partners
California
$535K -$9.56K -430 -2%
Qube Research & Technologies (QRT)
193
Qube Research & Technologies (QRT)
United Kingdom
$534K +$481K +21,622 +1,263%
BRWA
194
B. Riley Wealth Advisors
Florida
$520K +$53.4K +2,404 +12%
DP
195
DDD Partners
Washington
$518K +$49K +2,206 +11%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$517K +$11.2K +504 +2%
LJAC
197
L.J. Altfest & Co
New York
$513K -$8K -360 -2%
AOWM
198
Alpha Omega Wealth Management
Virginia
$512K
B
199
Bailard
California
$512K +$59.9K +2,696 +14%
IFG
200
Independent Financial Group
California
$512K -$440K -19,786 -47%