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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
Wakefield Asset Management
Colorado
$663K -$6.66K -298 -0.9%
MWML
202
M Wealth Management LLC
California
$663K +$703K +31,475 New
WP
203
WealthShield Partners
North Carolina
$662K +$34.1K +1,525 +5%
FPAS
204
Focus Partners Advisor Solutions
Missouri
$660K +$48.9K +2,188 +8%
B
205
Bensler
Washington
$631K -$86.3K -3,861 -11%
ECM
206
Evergreen Capital Management
Washington
$630K
CFA
207
Cahill Financial Advisors
Minnesota
$627K +$86K +3,850 +15%
JWS
208
Juncture Wealth Strategies
Arizona
$619K -$22.8K -1,019 -3%
PHAM
209
Palisades Hudson Asset Management
Florida
$619K -$6.08K -272 -0.9%
FTS
210
Fifth Third Securities
Ohio
$599K -$32.2K -1,441 -5%
FF
211
Friedenthal Financial
New Jersey
$596K -$33.8K -1,514 -5%
Truist Financial
212
Truist Financial
North Carolina
$593K -$972K -43,489 -61%
EE
213
EWG Elevate
California
$592K +$6.24K +279 +1%
IA
214
IFP Advisors
Florida
$592K +$114K +5,090 +22%
WA
215
Waverly Advisors
Alabama
$591K +$22.7K +1,015 +4%
PA
216
Parallel Advisors
California
$588K +$35.9K +1,606 +6%
LJAC
217
L.J. Altfest & Co
New York
$586K +$19K +852 +3%
LCM
218
Liberty Capital Management
Michigan
$583K -$7.64K -342 -1%
YWM
219
Yoder Wealth Management
California
$580K +$122K +5,475 +25%
Vanguard Group
220
Vanguard Group
Pennsylvania
$579K +$425 +19 +0.1%
SWM
221
SigFig Wealth Management
California
$568K +$30.9K +1,384 +3%
FG
222
Foster Group
Iowa
$562K -$6.95K -311 -1%
GFWA
223
Grey Fox Wealth Advisors
Delaware
$559K +$1.68K +75 +0.3%
BHCM
224
Brevan Howard Capital Management
Jersey
$559K +$593K +26,544 New
EGWAG
225
Elwood & Goetz Wealth Advisory Group
Georgia
$545K +$351K +15,712 +154%