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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
176
Websterrogers Financial Advisors
South Carolina
$802K +$87.2K +3,615 +13%
WWM
177
Western Wealth Management
Colorado
$802K +$363K +15,038 +88%
SBH
178
Segall Bryant & Hamill
Illinois
$796K +$773K +32,036 New
RJFSA
179
Raymond James Financial Services Advisors
Florida
$791K -$89.2K -3,697 -10%
MCM
180
Mainstay Capital Management
Michigan
$771K
KeyBank National Association
181
KeyBank National Association
Ohio
$769K -$6.85K -284 -0.9%
MAM
182
Marotta Asset Management
Virginia
$769K -$16.1K -668 -2%
B
183
Bailard
California
$767K +$176K +7,297 +31%
CG
184
Colony Group
Massachusetts
$760K +$97.9K +4,057 +15%
Northern Trust
185
Northern Trust
Illinois
$754K -$2.61K -108 -0.4%
TWM
186
Tradition Wealth Management
Minnesota
$754K +$43.8K +1,815 +6%
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$751K +$632K +26,174 +654%
CCWA
188
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$745K
KWM
189
Kingsview Wealth Management
Oregon
$731K +$8.62K +357 +1%
FF
190
Friedenthal Financial
New Jersey
$727K -$103K -4,256 -13%
Koshinski Asset Management
191
Koshinski Asset Management
Illinois
$723K -$3.93K -163 -0.6%
EA
192
Efficient Advisors
Ohio
$718K -$2.61K -108 -0.4%
BSW
193
Buckingham Strategic Wealth
Missouri
$714K -$25.7K -1,063 -4%
PWA
194
Peterson Wealth Advisors
Utah
$682K -$7.89K -327 -1%
JC
195
Jentner Corp
Ohio
$678K -$2.51K -104 -0.4%
Baird Financial Group
196
Baird Financial Group
Wisconsin
$676K -$21.1K -874 -3%
PHAM
197
Palisades Hudson Asset Management
Florida
$669K +$579 +24 +0.1%
PA
198
Parallel Advisors
California
$666K -$2.15K -89 -0.3%
PFM
199
Peak Financial Management
Massachusetts
$652K +$43.3K +1,796 +7%
JEST
200
JTC Employer Solutions Trustee
Jersey
$647K +$148K +6,125 +31%