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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
176
Gradient Capital Advisors
California
$908K -$11.8K -527 -1%
SWM
177
Stockman Wealth Management
Montana
$885K +$186K +8,325 +25%
PCM
178
Prelude Capital Management
New York
$873K +$926K +41,450 New
AF
179
Allworth Financial
California
$860K +$62.3K +2,789 +7%
AWA
180
Aletheian Wealth Advisors
Washington
$843K -$23K -1,029 -3%
WPW
181
Watershed Private Wealth
Illinois
$842K -$26.8K -1,200 -3%
JWM
182
JFG Wealth Management
Colorado
$826K +$83.5K +3,738 +11%
PAG
183
Private Advisor Group
New Jersey
$824K +$4.04K +181 +0.5%
IIA
184
Integral Investment Advisors
California
$821K -$83.8K -3,750 -9%
WCFA
185
Walkner Condon Financial Advisors
Wisconsin
$811K -$86.4K -3,864 -9%
MWM
186
Mission Wealth Management
California
$803K +$62.6K +2,803 +8%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$799K -$381K -17,069 -31%
Stifel Financial
188
Stifel Financial
Missouri
$797K +$92.2K +4,127 +12%
BIA
189
Bigelow Investment Advisors
Maine
$792K +$84.4K +3,778 +11%
BWM
190
BCS Wealth Management
Tennessee
$777K +$825K +36,918 New
FWM
191
Forza Wealth Management
Florida
$770K
CKAIS
192
Christensen King & Associates Investment Services
Washington
$761K -$34.9K -1,562 -4%
FFN
193
Focus Financial Network
Minnesota
$753K -$29.3K -1,309 -4%
CMMS
194
Comprehensive Money Management Services
Florida
$744K +$789K +35,317 New
RFP
195
Root Financial Partners
California
$717K -$69.4K -3,103 -8%
Bank of New York Mellon
196
Bank of New York Mellon
New York
$702K +$311K +13,921 +72%
RC
197
Roundview Capital
New Jersey
$686K +$21.4K +958 +3%
VAF
198
Values Added Financial
District of Columbia
$683K -$10.9K -489 -1%
IFA
199
Interactive Financial Advisors
Illinois
$673K -$41.6K -1,860 -6%
MML Investors Services
200
MML Investors Services
Massachusetts
$669K +$12.2K +545 +2%