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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
201
Laurel Wealth Advisors (California)
California
$658K +$274K +11,136 +81%
MIS
202
Morningstar Investment Services
Illinois
$657K -$15.9K -644 -3%
CFA
203
Cahill Financial Advisors
Minnesota
$653K +$2.32K +94 +0.4%
BRWA
204
B. Riley Wealth Advisors
Florida
$653K +$31.3K +1,270 +5%
PFM
205
Peak Financial Management
Massachusetts
$642K -$56.6K -2,298 -9%
GW
206
GW & Wade
Massachusetts
$641K -$4.44K -180 -0.7%
LJAC
207
L.J. Altfest & Co
New York
$639K +$22.8K +924 +4%
TIM
208
Tevis Investment Management
Texas
$639K +$599K +24,318 New
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$636K +$41.4K +1,678 +7%
DBRC
210
D.B. Root & Company
Pennsylvania
$629K +$23.7K +960 +4%
DP
211
DDD Partners
Washington
$623K +$19.9K +806 +4%
B
212
Bailard
California
$620K +$2.51K +102 +0.4%
AP
213
Adero Partners
California
$616K -$10.3K -420 -2%
Millennium Management
214
Millennium Management
New York
$616K +$576K +23,368 New
PCIA
215
Prime Capital Investment Advisors
Kansas
$614K +$574K +23,300 New
LF
216
LifeSteps Financial
California
$599K -$3.35K -136 -0.6%
IA
217
IFP Advisors
Florida
$597K +$334K +13,554 +151%
ECM
218
Evergreen Capital Management
Washington
$592K +$554K +22,474 New
TIM
219
Tortoise Investment Management
New York
$587K +$78.1K +3,168 +17%
Royal Bank of Canada
220
Royal Bank of Canada
Ontario, Canada
$581K +$61.4K +2,490 +13%
LCM
221
Liberty Capital Management
Michigan
$580K +$1.97K +80 +0.4%
AOWM
222
Alpha Omega Wealth Management
Virginia
$557K -$4.88K -198 -0.9%
LWM
223
Laidlaw Wealth Management
New York
$549K +$514K +20,842 New
FNBT
224
FineMark National Bank & Trust
Florida
$535K +$52.3K +2,122 +12%
CW
225
CreativeOne Wealth
Kansas
$528K -$290K -11,780 -37%