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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAF
201
Values Added Financial
District of Columbia
$684K -$13.6K -637 -2%
RC
202
Roundview Capital
New Jersey
$683K -$17.9K -839 -3%
PFBT
203
Parkside Financial Bank & Trust
Missouri
$679K +$150K +7,022 +29%
BIA
204
Bigelow Investment Advisors
Maine
$674K -$135K -6,303 -17%
IA
205
IFP Advisors
Florida
$663K +$58.7K +2,745 +10%
MWML
206
M Wealth Management LLC
California
$661K -$15.8K -741 -2%
IFA
207
Interactive Financial Advisors
Illinois
$658K -$28.6K -1,340 -4%
ECM
208
Evergreen Capital Management
Washington
$644K
RWM
209
Ritholtz Wealth Management
New York
$643K +$638K +29,874 New
CFA
210
Cahill Financial Advisors
Minnesota
$642K +$1.75K +82 +0.3%
GKWIM
211
Gerber Kawasaki Wealth & Investment Management
California
$631K -$429K -20,060 -41%
C
212
Certuity
Florida
$623K +$152K +7,098 +32%
LCM
213
Liberty Capital Management
Michigan
$613K +$17.4K +813 +3%
YWM
214
Yoder Wealth Management
California
$608K +$15.5K +725 +3%
Vanguard Group
215
Vanguard Group
Pennsylvania
$591K +$64 +3 +0%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$591K +$43.8K +2,049 +8%
EE
217
EWG Elevate
California
$582K -$22.3K -1,045 -4%
FG
218
Foster Group
Iowa
$576K +$2.52K +118 +0.4%
GFWA
219
Grey Fox Wealth Advisors
Delaware
$560K -$11K -515 -2%
SWM
220
SigFig Wealth Management
California
$557K +$72.8K +3,408 +8%
FF
221
Friedenthal Financial
New Jersey
$546K -$62.7K -2,933 -10%
CCA
222
Carrera Capital Advisors
Michigan
$542K +$2.35K +110 +0.4%
B
223
Bailard
California
$540K +$123K +5,749 +30%
N
224
Natixis
France
$525K +$43 +2 +0%
OIA
225
OneDigital Investment Advisors
Kansas
$520K -$1.15M -53,729 -69%