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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
AllSquare Wealth Management
New York
$16K – – –
HIIFS
202
Harel Insurance Investments & Financial Services
Israel
$14K – – –
HFM
203
Hartford Financial Management
Connecticut
$14K +$14.6K +710 New
IWM
204
IHT Wealth Management
Illinois
$13K – – –
FANJ
205
Financial Architects (New Jersey)
New Jersey
$12K – – –
LNB
206
Ledyard National Bank
$10K – – –
FA
207
Fortis Advisors
Pennsylvania
$8K – – –
WTC
208
WhitTier Trust Company
Nevada
$8K – – –
TIM
209
Tortoise Investment Management
New York
$7K – – –
GRP
210
Global Retirement Partners
California
$6K +$5.96K +290 New
ACM
211
AlphaStar Capital Management
North Carolina
$6K +$6.21K +302 New
HCM
212
Horrell Capital Management
Arkansas
$5K – – –
PK
213
Pflug Koory
Nebraska
$5K – – –
VIA
214
Vantage Investment Advisors
Pennsylvania
$5K +$41 +2 +0.8%
GWM
215
Geneos Wealth Management
Colorado
$4K – – –
RFM
216
Royal Fund Management
Florida
$4K – – –
GBBWRPM
217
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K +$41 +2 +0.9%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.62K +176 New
SSB
219
Sandy Spring Bank
Maryland
$3K – – –
OAM
220
Oppenheimer Asset Management
New York
$3K +$41 +2 +1%
AIM
221
Advantage Investment Management
Iowa
$2K -$1.4K -68 -37%
SPIA
222
Steward Partners Investment Advisory
New York
$2K +$658 +32 +40%
PG
223
Patten Group
Tennessee
$1K -$11.5K -558 -92%
ADL
224
Asset Dedication LLC
California
$1K – – –
RFA
225
Reilly Financial Advisors
California
$1K – – –