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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
176
Greenleaf Trust
Michigan
$665K -$62.8K -2,636 -8%
WAM
177
Wakefield Asset Management
Colorado
$661K +$26.8K +1,126 +4%
SC
178
Slow Capital
California
$659K +$688K +28,860 New
JC
179
Jentner Corp
Ohio
$658K -$26.4K -1,106 -4%
PWA
180
Peterson Wealth Advisors
Utah
$649K +$47.1K +1,974 +7%
PHAM
181
Palisades Hudson Asset Management
Florida
$642K +$2.29K +96 +0.3%
KAS
182
Kestra Advisory Services
Texas
$639K +$427K +17,910 +178%
WF
183
Whelan Financial
California
$639K +$667K +27,992 New
KWM
184
Kingsview Wealth Management
Oregon
$626K +$35K +1,468 +6%
BCM
185
Brookstone Capital Management
Illinois
$624K -$2K -84 -0.3%
PFM
186
Peak Financial Management
Massachusetts
$609K +$49.4K +2,072 +8%
PA
187
Parallel Advisors
California
$603K -$24.8K -1,040 -4%
MIS
188
Morningstar Investment Services
Illinois
$594K -$425K -17,838 -41%
LFA
189
Landmark Financial Advisors
Kentucky
$591K +$28.4K +1,190 +4%
LCP
190
Legacy Capital Partners
Wisconsin
$585K -$14.8K -620 -2%
CFA
191
Cahill Financial Advisors
Minnesota
$564K -$4.39K -184 -0.7%
GW
192
GW & Wade
Massachusetts
$560K +$95 +4 +0%
AP
193
Adero Partners
California
$544K +$11.2K +470 +2%
BRWA
194
B. Riley Wealth Advisors
Florida
$537K +$19.2K +804 +4%
B
195
Bailard
California
$535K +$24.8K +1,042 +5%
LJAC
196
L.J. Altfest & Co
New York
$533K +$22.3K +934 +4%
DBRC
197
D.B. Root & Company
Pennsylvania
$523K -$64.8K -2,716 -11%
LF
198
LifeSteps Financial
California
$523K -$27.3K -1,146 -5%
DP
199
DDD Partners
Washington
$522K +$5.25K +220 +1%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$513K -$2.48K -104 -0.5%