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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
201
North Star Asset Management
Wisconsin
$413K -$6.37K -300 -2%
EFSCE
202
Enterprise Financial Services Corp (EFSC)
Missouri
$409K +$325K +15,308 +494%
OIA
203
OneDigital Investment Advisors
Kansas
$390K -$2.21K -104 -0.6%
FWCM
204
Ferguson Wellman Capital Management
Oregon
$389K -$8.49K -400 -2%
AWA
205
Acorn Wealth Advisors
Michigan
$380K -$76.4K -3,600 -18%
HCM
206
Hengehold Capital Management
Ohio
$368K -$7.85K -370 -2%
GI
207
Gradient Investments
Minnesota
$349K +$324K +15,286 +3,458%
CWM
208
Cornerstone Wealth Management
Missouri
$347K +$48.1K +2,264 New
KWM
209
Kingsview Wealth Management
Oregon
$347K +$73.7K +3,474 +29%
FNBT
210
FineMark National Bank & Trust
Florida
$342K +$19.7K +928 +6%
WAM
211
Wakefield Asset Management
Colorado
$340K -$33.6K -1,582 -9%
FVWA
212
Foster Victor Wealth Advisors
South Carolina
$338K +$16.2K +762 +5%
BSW
213
Buckingham Strategic Wealth
Missouri
$335K -$6.58K -310 -2%
MAFM
214
Mid Atlantic Financial Management
Pennsylvania
$331K +$42.3K +1,994 +15%
BRWA
215
B. Riley Wealth Advisors
Florida
$330K +$31.1K +1,466 +11%
AWM
216
AE Wealth Management
Kansas
$325K +$311K +14,632 New
CAMG
217
CWA Asset Management Group
Florida
$324K +$13.6K +642 +5%
TF
218
Tompkins Financial
New York
$322K
EGWAG
219
Elwood & Goetz Wealth Advisory Group
Georgia
$321K -$123K -5,774 -29%
VWA
220
VERITY Wealth Advisors
United States
$317K -$42.8K -2,018 -12%
BIM
221
Bridges Investment Management
Nebraska
$317K
Nomura Asset Management
222
Nomura Asset Management
Japan
$302K +$289K +13,598 New
Citadel Advisors
223
Citadel Advisors
Florida
$301K +$287K +13,532 New
PS
224
Portfolio Solutions
Michigan
$300K
SPC
225
Sigma Planning Corp
Michigan
$298K -$12.7K -598 -4%