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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
176
KeyBank National Association
Ohio
$822K +$32.9K +1,334 +4%
NFG
177
Next Financial Group
Texas
$820K -$17.8K -722 -2%
MCM
178
Mainstay Capital Management
Michigan
$816K -$773K -31,374 -50%
Northern Trust
179
Northern Trust
Illinois
$801K +$749K +30,404 New
WAM
180
Wakefield Asset Management
Colorado
$800K +$35.2K +1,430 +5%
CCWA
181
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$788K -$4.19K -170 -0.6%
BSW
182
Buckingham Strategic Wealth
Missouri
$784K -$45.4K -1,842 -6%
Koshinski Asset Management
183
Koshinski Asset Management
Illinois
$770K -$70.3K -2,852 -9%
GT
184
Greenleaf Trust
Michigan
$768K
KWM
185
Kingsview Wealth Management
Oregon
$764K +$39.2K +1,590 +6%
EA
186
Efficient Advisors
Ohio
$762K -$139K -5,622 -16%
JMPWA
187
JP Morgan Private Wealth Advisors
California
$753K +$199K +8,076 +39%
TWM
188
Tradition Wealth Management
Minnesota
$750K -$98.7K -4,006 -12%
HW
189
Hamilton Wealth
California
$740K +$692K +28,100 New
Baird Financial Group
190
Baird Financial Group
Wisconsin
$738K +$194K +7,864 +39%
WFA
191
Websterrogers Financial Advisors
South Carolina
$736K -$238K -9,648 -26%
PWA
192
Peterson Wealth Advisors
Utah
$731K -$16.6K -674 -2%
JC
193
Jentner Corp
Ohio
$721K -$35.6K -1,444 -5%
PHAM
194
Palisades Hudson Asset Management
Florida
$708K -$31.1K -1,260 -4%
PA
195
Parallel Advisors
California
$698K +$2.56K +104 +0.4%
CG
196
Colony Group
Massachusetts
$697K -$83K -3,370 -11%
LCP
197
Legacy Capital Partners
Wisconsin
$687K +$11.5K +468 +2%
LFA
198
Landmark Financial Advisors
Kentucky
$680K -$72.8K -2,954 -10%
Renaissance Technologies
199
Renaissance Technologies
New York
$680K +$636K +25,800 New
BCM
200
Brookstone Capital Management
Illinois
$660K -$7.59K -308 -1%