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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CKAIS
176
Christensen King & Associates Investment Services
Washington
$872K -$29.6K -1,351 -3%
RFP
177
Root Financial Partners
California
$861K -$182K -8,299 -18%
FFN
178
Focus Financial Network
Minnesota
$859K +$2.12K +97 +0.3%
FWM
179
Forza Wealth Management
Florida
$847K -$22 -1 -0%
Sumitomo Mitsui Trust Group
180
Sumitomo Mitsui Trust Group
Japan
$829K +$199K +9,080 +34%
LSAG
181
Lake Street Advisors Group
New Hampshire
$826K -$4.59M -209,567 -85%
JWM
182
JFG Wealth Management
Colorado
$822K
MWM
183
Mission Wealth Management
California
$818K -$31.4K -1,434 -4%
BIA
184
Bigelow Investment Advisors
Maine
$784K +$120K +5,484 +19%
B
185
Bensler
Washington
$783K -$141K -6,437 -16%
IFA
186
Interactive Financial Advisors
Illinois
$783K +$6.13K +280 +0.8%
SOADOR
187
State of Alaska Department of Revenue
Alaska
$781K -$892K -40,770 -55%
Stifel Financial
188
Stifel Financial
Missouri
$781K +$44.7K +2,044 +6%
SWM
189
Stockman Wealth Management
Montana
$780K +$737K +33,685 New
VAF
190
Values Added Financial
District of Columbia
$763K -$3K -137 -0.4%
KWM
191
Kingsview Wealth Management
Oregon
$743K +$26.3K +1,202 +4%
WAM
192
Wakefield Asset Management
Colorado
$737K +$53K +2,422 +8%
RC
193
Roundview Capital
New Jersey
$733K +$18.4K +840 +3%
MML Investors Services
194
MML Investors Services
Massachusetts
$724K -$71.4K -3,265 -9%
JWS
195
Juncture Wealth Strategies
Arizona
$705K +$26.1K +1,194 +4%
ECM
196
Evergreen Capital Management
Washington
$694K
WP
197
WealthShield Partners
North Carolina
$692K -$1.86K -85 -0.3%
FTS
198
Fifth Third Securities
Ohio
$692K -$66K -3,015 -9%
FF
199
Friedenthal Financial
New Jersey
$691K -$503 -23 -0.1%
PHAM
200
Palisades Hudson Asset Management
Florida
$687K +$7.05K +322 +1%