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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
201
RHS Financial
California
$677K -$346K -14,862 -34%
LWM
202
Loveless Wealth Management
Montana
$673K +$686K +29,442 New
LF
203
LifeSteps Financial
California
$654K +$663K +28,468 New
PMG
204
ProVise Management Group
Florida
$650K +$20.9K +896 +3%
GI
205
Gradient Investments
Minnesota
$645K +$14.5K +622 +2%
State Street
206
State Street
Massachusetts
$640K +$4.99K +214 +0.8%
AP
207
Advisors Preferred
Maryland
$628K +$637K +27,340 New
SS
208
Simplicity Solutions
Minnesota
$620K +$16.6K +714 +3%
BAM
209
Baldrige Asset Management
Pennsylvania
$618K +$25K +1,072 +4%
FA
210
FC Advisory
Pennsylvania
$613K +$70.7K +3,036 +13%
JC
211
Jentner Corp
Ohio
$600K -$326 -14 -0.1%
RJA
212
Raymond James & Associates
Florida
$594K -$54.5K -2,338 -8%
AI
213
Atria Investments
North Carolina
$585K -$630K -27,046 -52%
AC
214
Anavon Capital
United Kingdom
$584K +$592K +25,400 New
H
215
HoyleCohen
California
$583K +$699 +30 +0.1%
ACG
216
Allen Capital Group
Nebraska
$569K -$63.6K -2,730 -10%
GT
217
Greenleaf Trust
Michigan
$562K +$39.4K +1,690 +7%
SWM
218
SigFig Wealth Management
California
$560K -$25.3K -1,084 -4%
BIA
219
Bigelow Investment Advisors
Maine
$557K -$202K -8,654 -26%
AF
220
Advisornet Financial
Minnesota
$533K +$17.7K +758 +3%
LCM
221
Liberty Capital Management
Michigan
$527K -$18.1K -778 -3%
B
222
Bridgeworth
Alabama
$526K -$32K -1,372 -6%
PHAM
223
Palisades Hudson Asset Management
Florida
$520K +$2.61K +112 +0.5%
AOWM
224
Alpha Omega Wealth Management
Virginia
$514K +$47 +2 +0%
EWM
225
Empirical Wealth Management
Washington
$503K -$73.3K -3,144 -13%