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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Aletheian Wealth Advisors
Washington
$853K -$21.8K -1,020 -3%
SWM
177
SigFig Wealth Management
California
$832K -$179K -8,376 -18%
SWP
178
Stratos Wealth Partners
Ohio
$828K +$818K +38,373 New
Stifel Financial
179
Stifel Financial
Missouri
$822K -$62.3K -2,921 -7%
RBC
180
Roble Belko & Company
Pennsylvania
$820K -$14.7K -688 -2%
FEG
181
Fund Evaluation Group
Ohio
$805K -$21K -985 -3%
PFBT
182
Parkside Financial Bank & Trust
Missouri
$803K -$14.8K -692 -2%
FWM
183
Forza Wealth Management
Florida
$769K -$19.7K -923 -3%
WAM
184
Wakefield Asset Management
Colorado
$757K +$48.9K +2,294 +7%
MWM
185
Mission Wealth Management
California
$755K +$41K +1,921 +6%
WP
186
WealthShield Partners
North Carolina
$754K +$23.7K +1,110 +3%
WWM
187
WT Wealth Management
Arizona
$741K +$265K +12,414 +57%
CKAIS
188
Christensen King & Associates Investment Services
Washington
$741K +$896 +42 +0.1%
IIA
189
Integral Investment Advisors
California
$741K -$34.1K -1,600 -4%
Bank of New York Mellon
190
Bank of New York Mellon
New York
$737K +$241K +11,322 +50%
YWM
191
Yoder Wealth Management
California
$726K +$95.8K +4,490 +15%
JWS
192
Juncture Wealth Strategies
Arizona
$721K -$5.84K -274 -0.8%
KWM
193
Kingsview Wealth Management
Oregon
$718K -$16.6K -779 -2%
LJAC
194
L.J. Altfest & Co
New York
$717K -$58.2K -2,727 -8%
FFA
195
Farther Finance Advisors
California
$716K -$6.4K -300 -0.9%
FFN
196
Focus Financial Network
Minnesota
$695K -$19.8K -928 -3%
WCFA
197
Walkner Condon Financial Advisors
Wisconsin
$693K -$14.9K -700 -2%
JWM
198
JFG Wealth Management
Colorado
$691K -$6.57K -308 -1%
FG
199
Foster Group
Iowa
$679K +$4.71K +221 +0.7%
LCM
200
Liberty Capital Management
Michigan
$661K +$17.9K +840 +3%