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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
201
BCS Wealth Management
Tennessee
$655K -$219K -10,263 -25%
Corient Private Wealth
202
Corient Private Wealth
Florida
$649K -$482K -22,584 -43%
ECM
203
Evergreen Capital Management
Washington
$646K +$213 +10 +0%
CIP
204
Capital Insight Partners
Arizona
$646K -$125K -5,863 -16%
MWML
205
M Wealth Management LLC
California
$646K -$17K -799 -3%
Goldman Sachs
206
Goldman Sachs
New York
$639K +$149K +6,979 +31%
C
207
Certuity
Florida
$637K -$30.1K -1,409 -5%
IFA
208
Interactive Financial Advisors
Illinois
$623K -$50.3K -2,358 -8%
RC
209
Roundview Capital
New Jersey
$623K -$64.6K -3,030 -10%
TWM
210
Tanglewood Wealth Management
Texas
$615K
Natixis Advisors
211
Natixis Advisors
Massachusetts
$614K +$101K +4,755 +20%
PA
212
Parallel Advisors
California
$610K -$1.24K -58 -0.2%
EGWAG
213
Elwood & Goetz Wealth Advisory Group
Georgia
$608K +$116K +5,460 +24%
EE
214
EWG Elevate
California
$602K +$36.3K +1,700 +6%
EFG
215
Everhart Financial Group
Ohio
$598K +$2.28K +107 +0.4%
AI
216
Atria Investments
North Carolina
$591K +$138K +6,469 +31%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$588K +$6.12K +287 +1%
Vanguard Group
218
Vanguard Group
Pennsylvania
$586K -$5.27K -247 -0.9%
PFG
219
Prospect Financial Group
Virginia
$580K +$23.5K +1,103 +4%
DSA
220
Droms Strauss Advisors
Missouri
$573K -$40.7K -1,909 -7%
VWA
221
Valued Wealth Advisors
Utah
$572K -$13.5K -632 -2%
SOADOR
222
State of Alaska Department of Revenue
Alaska
$560K -$1.07M -49,940 -66%
IWC
223
Integrated Wealth Concepts
Massachusetts
$559K -$12.7K -594 -2%
AF
224
Allworth Financial
California
$558K -$746 -35 -0.1%
NFG
225
Nations Financial Group
Iowa
$555K +$549K +25,746 New