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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$279K -$514K -25,156 -63%
TF
202
Tompkins Financial
New York
$279K -$121K -5,920 -29%
FNBT
203
FineMark National Bank & Trust
Florida
$278K +$36.1K +1,770 +14%
FVWA
204
Foster Victor Wealth Advisors
South Carolina
$278K +$295K +14,440 New
BIM
205
Bridges Investment Management
Nebraska
$275K -$28.8K -1,412 -9%
SPC
206
Sigma Planning Corp
Michigan
$270K +$19.2K +940 +7%
CAMG
207
CWA Asset Management Group
Florida
$268K +$1.8K +88 +0.6%
PS
208
Portfolio Solutions
Michigan
$260K +$275K +13,482 New
BRWA
209
B. Riley Wealth Advisors
Florida
$258K -$39.9K -1,952 -13%
MAFM
210
Mid Atlantic Financial Management
Pennsylvania
$249K +$264K +12,922 New
KWM
211
Kingsview Wealth Management
Oregon
$234K +$35.1K +1,720 +17%
BFM
212
Broadview Financial Management
Wisconsin
$232K +$246K +12,052 New
SP
213
SWS Partners
Ohio
$231K +$245K +11,998 New
MWM
214
Merriman Wealth Management
Washington
$229K +$246K +12,026 New
PIM
215
Penobscot Investment Management
Massachusetts
$228K
Betterment LLC
216
Betterment LLC
New York
$224K +$238K +11,654 New
MHS
217
M Holdings Securities
Oregon
$212K -$22.9K -1,124 -9%
SFA
218
Sequoia Financial Advisors
Ohio
$208K -$5.63K -276 -2%
Brown Advisory
219
Brown Advisory
Maryland
$207K
SHJ
220
Sharkey, Howes & Javer
Colorado
$206K +$72.6K +3,558 +50%
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$183K +$155K +7,616 +403%
RA
222
Rational Advisors
New York
$182K +$107K +5,240 +125%
RCA
223
Rowland Carmichael Advisors
Arizona
$178K
WCM
224
Wealthcare Capital Management
Virginia
$164K +$245 +12 +0.1%
PGAM
225
Princeton Global Asset Management
New Jersey
$158K +$167K +8,188 New