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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
176
Fund Evaluation Group
Ohio
$810K +$802K +38,294 New
PFBT
177
Parkside Financial Bank & Trust
Missouri
$803K +$134K +6,372 +20%
FWM
178
Forza Wealth Management
Florida
$774K
IA
179
IFP Advisors
Florida
$765K +$111K +5,313 +17%
LJAC
180
L.J. Altfest & Co
New York
$761K +$670 +32 +0.1%
IIA
181
Integral Investment Advisors
California
$761K -$12.1K -579 -2%
CIP
182
Capital Insight Partners
Arizona
$758K -$29.5K -1,406 -4%
PAG
183
Private Advisor Group
New Jersey
$751K -$8.78K -419 -1%
GKWIM
184
Gerber Kawasaki Wealth & Investment Management
California
$731K +$109K +5,182 +18%
CKAIS
185
Christensen King & Associates Investment Services
Washington
$726K -$4.84K -231 -0.7%
KWM
186
Kingsview Wealth Management
Oregon
$721K +$27.9K +1,331 +4%
WP
187
WealthShield Partners
North Carolina
$716K +$13.2K +632 +2%
JWS
188
Juncture Wealth Strategies
Arizona
$713K -$42.7K -2,040 -6%
FFA
189
Farther Finance Advisors
California
$709K -$577K -27,525 -45%
FFN
190
Focus Financial Network
Minnesota
$702K -$35.6K -1,697 -5%
MWM
191
Mission Wealth Management
California
$700K -$2.47K -118 -0.4%
WCFA
192
Walkner Condon Financial Advisors
Wisconsin
$695K -$126K -6,015 -15%
WAM
193
Wakefield Asset Management
Colorado
$694K +$17.4K +832 +3%
VFG
194
Victory Financial Group
Texas
$686K +$7.58K +362 +1%
JWM
195
JFG Wealth Management
Colorado
$684K -$38.6K -1,842 -5%
MML Investors Services
196
MML Investors Services
Massachusetts
$680K -$11.6K -552 -2%
RC
197
Roundview Capital
New Jersey
$675K +$2.81K +134 +0.4%
BIA
198
Bigelow Investment Advisors
Maine
$672K +$9.6K +458 +1%
FG
199
Foster Group
Iowa
$661K +$93.4K +4,459 +17%
IFA
200
Interactive Financial Advisors
Illinois
$661K +$13.2K +632 +2%