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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PRWA
176
Platte River Wealth Advisors
Colorado
$674K -$527K -24,368 -40%
Goldman Sachs
177
Goldman Sachs
New York
$655K -$2.37M -109,366 -76%
Stifel Financial
178
Stifel Financial
Missouri
$653K -$2.15M -99,152 -74%
VCM
179
Virtue Capital Management
Tennessee
$650K +$753K +34,789 New
CI
180
Cordant Inc
Oregon
$648K +$3.79K +175 +0.5%
TYCC
181
Texas Yale Capital Corp
Florida
$641K -$22.8K -1,055 -3%
BSW
182
Buckingham Strategic Wealth
Missouri
$641K +$111K +5,136 +18%
UCFA
183
United Capital Financial Advisors
Texas
$627K -$71K -3,280 -9%
CG
184
Colony Group
Massachusetts
$616K +$25.8K +1,192 +4%
RIG
185
Ramiah Investment Group
Wisconsin
$615K -$1.06K -49 -0.1%
State Street
186
State Street
Massachusetts
$611K +$15.1K +700 +2%
PA
187
Parallel Advisors
California
$610K -$95.8K -4,426 -12%
WWM
188
Western Wealth Management
Colorado
$610K +$5.15K +238 +0.7%
BFPW
189
BOK Financial Private Wealth
Colorado
$600K -$449K -20,768 -39%
KWM
190
Kingsview Wealth Management
Oregon
$592K -$17.5K -809 -2%
MCM
191
Mainstay Capital Management
Michigan
$579K
TWM
192
Tradition Wealth Management
Minnesota
$564K -$26.7K -1,236 -4%
AWA
193
Aletheian Wealth Advisors
Washington
$559K +$108K +4,983 +20%
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$558K +$8.83K +408 +1%
SBH
195
Segall Bryant & Hamill
Illinois
$554K -$72.7K -3,358 -10%
EA
196
Efficient Advisors
Ohio
$551K -$27.4K -1,267 -4%
AWS
197
AJ Wealth Strategies
New York
$542K -$325 -15 -0.1%
FF
198
Friedenthal Financial
New Jersey
$538K +$736 +34 +0.1%
PFM
199
Peak Financial Management
Massachusetts
$533K +$33K +1,523 +6%
DP
200
DDD Partners
Washington
$532K +$39.6K +1,831 +7%