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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
Sutton Wealth Advisors
Florida
$95.9K -$39.7K -1,908 -29%
BAM
202
Barrett Asset Management
New York
$94K +$20.8K +1,000 +29%
MSFP
203
Mark Sheptoff Financial Planning
Connecticut
$92K
PFBT
204
Parkside Financial Bank & Trust
Missouri
$74K -$17K -820 -19%
CDIA
205
Capital Directions Investment Advisors
Georgia
$73K +$42 +2 +0.1%
SFSIG
206
San Francisco Sentry Investment Group
California
$64K
RFC
207
Regions Financial Corp
Alabama
$64K +$64.1K +3,082 New
PA
208
Parallel Advisors
California
$61K -$158K -7,616 -72%
EA
209
Edge Advisors
Georgia
$61K
NSB
210
Norway Savings Bank
Maine
$60K
AIA
211
Armor Investment Advisors
North Carolina
$60K +$4.99K +240 +9%
Simplex Trading
212
Simplex Trading
Illinois
$59K +$55K +2,646 +1,297%
PO
213
Private Ocean
California
$58K +$14.5K +698 +34%
PFA
214
Pathway Financial Advisors
Vermont
$55K +$54.7K +2,632 New
BBPWM
215
Blue Bell Private Wealth Management
Pennsylvania
$53K +$3.41K +164 +7%
VNA
216
Valley National Advisers
Pennsylvania
$51K -$6.61K -318 -11%
AFNAS
217
American Financial Network Advisory Services
California
$50K -$49.9K -2,400 -50%
GWM
218
Geneos Wealth Management
Colorado
$45K +$5.61K +270 +14%
FANJ
219
Financial Architects (New Jersey)
New Jersey
$45K +$32.2K +1,548 +258%
RCC
220
Red Cedar Capital
Nebraska
$45K +$45.2K +2,172 New
SSB
221
Sandy Spring Bank
Maryland
$41K +$40.8K +1,962 New
CMBA
222
C.M. Bidwell & Associates
Hawaii
$40K +$40K +1,926 New
Citigroup
223
Citigroup
New York
$38K +$10.2K +492 +37%
SA
224
SRH Advisors
Kansas
$37K +$125 +6 +0.3%
APA
225
American Portfolios Advisors
New York
$36.6K +$36.6K +1,760 New