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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LYV
201
Live Your Vision
Pennsylvania
$163K +$12.3K +584 +8%
WOC
202
West Oak Capital
California
$158K -$42K -1,986 -21%
SHJ
203
Sharkey, Howes & Javer
Colorado
$149K +$32.3K +1,528 +27%
SWA
204
Sutton Wealth Advisors
Florida
$139K -$845 -40 -0.6%
SWP
205
Stratos Wealth Partners
Ohio
$121K +$123K +5,816 New
TL
206
TrueWealth LLC
Georgia
$117K -$19.9K -942 -14%
WAM
207
Wealthspire Advisors (Maryland)
Maryland
$115K -$9.55K -452 -8%
CIR
208
Clear Investment Research
Georgia
$100K -$24.2K -1,144 -19%
BBPWM
209
Blue Bell Private Wealth Management
Pennsylvania
$96K +$4.73K +224 +5%
BAM
210
Barrett Asset Management
New York
$94K
FRA
211
Front Row Advisors
California
$92K
RA
212
Rational Advisors
New York
$88K -$10.3K -486 -10%
CI
213
CX Institutional
Indiana
$85K +$56.3K +2,662 +190%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$75K +$4.27K +202 +6%
PO
215
Private Ocean
California
$74K +$7.14K +338 +11%
TWA
216
TCI Wealth Advisors
Arizona
$71K
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$66.8K -$6.34K -300 -9%
EFSCE
218
Enterprise Financial Services Corp (EFSC)
Missouri
$65K -$2.45K -116 -4%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$62K +$62.7K +2,968 New
GWM
220
Geneos Wealth Management
Colorado
$58K -$5.71K -270 -9%
Simplex Trading
221
Simplex Trading
Illinois
$50K +$50.9K +2,410 New
RWA
222
River Wealth Advisors
Pennsylvania
$48K -$11.4K -540 -19%
SA
223
SRH Advisors
Kansas
$48K +$211 +10 +0.4%
RCC
224
Red Cedar Capital
Nebraska
$48K +$2.58K +122 +6%
VNA
225
Valley National Advisers
Pennsylvania
$46K +$169 +8 +0.4%