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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RM
201
RCW Management
Florida
$750K +$761K +35,897 New
FG
202
Foster Group
Iowa
$738K +$81.5K +3,842 +12%
WAM
203
Wakefield Asset Management
Colorado
$735K +$2.23K +105 +0.3%
WWM
204
WT Wealth Management
Arizona
$733K +$15.3K +721 +2%
WP
205
WealthShield Partners
North Carolina
$729K -$1.44K -68 -0.2%
LCM
206
Liberty Capital Management
Michigan
$725K +$86.4K +4,074 +13%
RBC
207
Roble Belko & Company
Pennsylvania
$724K -$71.7K -3,381 -9%
CKAIS
208
Christensen King & Associates Investment Services
Washington
$709K -$9.37K -442 -1%
IA
209
IF Advisors
Texas
$688K +$699K +32,945 New
MWM
210
Mission Wealth Management
California
$688K -$44.5K -2,097 -6%
LJAC
211
L.J. Altfest & Co
New York
$687K -$7.82K -369 -1%
JWS
212
Juncture Wealth Strategies
Arizona
$672K -$26.1K -1,230 -4%
WCFA
213
Walkner Condon Financial Advisors
Wisconsin
$670K -$891 -42 -0.1%
KWM
214
Kingsview Wealth Management
Oregon
$658K -$37.8K -1,781 -5%
OCA
215
Odyssey Capital Advisors
Pennsylvania
$654K +$664K +31,292 New
FFN
216
Focus Financial Network
Minnesota
$646K -$27.6K -1,303 -4%
Vanguard Group
217
Vanguard Group
Pennsylvania
$644K +$77.2K +3,640 +13%
IIA
218
Integral Investment Advisors
California
$640K -$78.5K -3,700 -11%
DSA
219
Droms Strauss Advisors
Missouri
$634K +$80K +3,774 +14%
ECM
220
Evergreen Capital Management
Washington
$626K
CRA
221
Clear Retirement Advice
California
$618K +$605K +28,536 New
RC
222
Roundview Capital
New Jersey
$601K -$1.91K -90 -0.3%
PFG
223
Prospect Financial Group
Virginia
$596K +$34.4K +1,623 +6%
PA
224
Parallel Advisors
California
$595K +$3.84K +181 +0.6%
DCM
225
Dorato Capital Management
Colorado
$586K +$579K +27,294 New