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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
201
Yoder Wealth Management
California
$918K -$222K -9,523 -20%
Corient Private Wealth
202
Corient Private Wealth
Florida
$912K +$665K +28,512 +286%
Northern Trust
203
Northern Trust
Illinois
$900K -$109K -4,674 -11%
LS
204
LCW Services
Virginia
$891K -$35K -1,499 -4%
SDJVC
205
St. Denis J. Villere & Co
Louisiana
$880K +$867K +37,168 New
AWA
206
Aletheian Wealth Advisors
Washington
$870K -$47 -2 -0%
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$868K +$439K +18,818 +105%
RM
208
RCW Management
Florida
$867K +$16.8K +722 +2%
WWM
209
WT Wealth Management
Arizona
$865K -$3.68K -158 -0.4%
KWM
210
Kingsview Wealth Management
Oregon
$808K +$45.4K +1,946 +6%
B
211
Bailard
California
$797K +$289K +12,409 +58%
FPAS
212
Focus Partners Advisor Solutions
Missouri
$788K +$432K +18,539 +126%
IA
213
IF Advisors
Texas
$780K – – –
DSA
214
Droms Strauss Advisors
Missouri
$772K +$15.4K +661 +2%
RBC
215
Roble Belko & Company
Pennsylvania
$770K -$20.5K -881 -3%
WCFA
216
Walkner Condon Financial Advisors
Wisconsin
$766K +$9.54K +409 +1%
MCC
217
Money Concepts Capital
Florida
$758K -$5.69K -244 -0.8%
IWC
218
Integrated Wealth Concepts
Massachusetts
$748K +$77.3K +3,314 +12%
Natixis Advisors
219
Natixis Advisors
Massachusetts
$743K +$126K +5,410 +21%
BWM
220
Brown Wealth Management
Illinois
$740K -$116K -4,995 -14%
PA
221
Parallel Advisors
California
$737K +$58.4K +2,504 +9%
FFN
222
Focus Financial Network
Minnesota
$732K +$40.6K +1,741 +6%
BWP
223
Balboa Wealth Partners
Arizona
$725K +$714K +30,614 New
AWM
224
Axxcess Wealth Management
California
$718K +$707K +30,308 New
ECM
225
Evergreen Capital Management
Washington
$709K – – –