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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
201
Brio Consultants
California
$523K +$624K +28,820 New
CFA
202
Cahill Financial Advisors
Minnesota
$509K +$72.9K +3,371 +14%
PHAM
203
Palisades Hudson Asset Management
Florida
$508K +$3.18K +147 +0.5%
AP
204
Adero Partners
California
$507K +$108K +4,999 +22%
BDWCC
205
B&D White Capital Company
Texas
$501K +$11.2K +519 +2%
LJAC
206
L.J. Altfest & Co
New York
$498K +$40.8K +1,887 +8%
HWA
207
Hillcrest Wealth Advisors
New Jersey
$485K +$243K +11,225 +76%
RWA
208
Rainsberger Wealth Advisors
Colorado
$482K -$418K -19,298 -43%
CL
209
Choreo LLC
Illinois
$482K +$30.4K +1,404 +6%
BBA
210
Braun-Bostich & Associates
Pennsylvania
$479K -$51.6K -2,386 -9%
JC
211
Jentner Corp
Ohio
$479K -$11.4K -525 -2%
MAM
212
Marotta Asset Management
Virginia
$476K -$58.2K -2,692 -10%
DIA
213
Dana Investment Advisors
Wisconsin
$473K -$4.59K -212 -0.8%
OPS
214
Orion Portfolio Solutions
Nebraska
$456K -$123K -5,672 -19%
GFS
215
GYL Financial Synergies
Connecticut
$455K +$262K +12,129 +99%
GFP
216
Guardian Financial Partners
California
$453K +$63.9K +2,955 +14%
JTWM
217
Jackson Thornton Wealth Management
Alabama
$447K +$517K +23,909 New
LCM
218
Liberty Capital Management
Michigan
$446K +$952 +44 +0.2%
BRWA
219
B. Riley Wealth Advisors
Florida
$444K -$411 -19 -0.1%
Northern Trust
220
Northern Trust
Illinois
$438K -$150K -6,923 -23%
LFA
221
Landmark Financial Advisors
Kentucky
$436K -$9.74K -450 -2%
WP
222
WealthShield Partners
North Carolina
$433K +$15.8K +728 +3%
ISWM
223
Independent Solutions Wealth Management
New York
$427K +$35.4K +1,638 +8%
MA
224
Montag & Associates
Georgia
$422K -$90.5K -4,182 -16%
ECM
225
Evergreen Capital Management
Washington
$420K