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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$142M +$3.5M +202,174 +3%
CSIA
2
Charles Schwab Investment Advisory
California
$71.7M +$2.98M +172,176 +4%
3AM
3
3D Asset Management
Connecticut
$17.5M +$320K +18,488 +2%
Charles Schwab
4
Charles Schwab
California
$14.1M +$1.02M +58,686 +8%
TCM
5
Tradewinds Capital Management
Washington
$13M +$8.89M +513,022 +229%
VCM
6
Vigilant Capital Management
Maine
$12.6M +$347K +20,050 +3%
WC
7
Whitnell & Co
Illinois
$9.69M -$125K -7,230 -1%
SB
8
Suntrust Banks
Georgia
$7.67M +$3.3M +190,784 +79%
RJA
9
Raymond James & Associates
Florida
$6.91M +$393K +22,666 +6%
PFG
10
Piershale Financial Group
Illinois
$6.67M +$944K +54,486 +17%
BTS
11
BB&T Securities
Virginia
$5.49M +$1.04M +60,150 +24%
AI
12
Atria Investments
North Carolina
$5.19M -$576K -33,230 -10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.73M +$209K +12,082 +5%
Morgan Stanley
14
Morgan Stanley
New York
$3.48M +$1.59M +91,972 +88%
NSAM
15
North Star Asset Management
Wisconsin
$3.06M -$179K -10,308 -6%
CMP
16
Courage Miller Partners
Virginia
$2.89M +$109K +6,316 +4%
JFG
17
JMG Financial Group
Illinois
$2.81M +$1.28M +73,632 +86%
PI
18
Placemark Investments
Illinois
$2.72M +$376K +21,720 +16%
PMG
19
ProVise Management Group
Florida
$2.53M +$1.58M +91,490 +178%
FWCM
20
Ferguson Wellman Capital Management
Oregon
$2.31M +$277K +16,022 +14%
CS
21
Credit Suisse
Switzerland
$2.04M -$20.5K -1,184 -1%
BFG
22
Bouchey Financial Group
New York
$2.02M +$346K +19,992 +21%
IFA
23
Interactive Financial Advisors
Illinois
$2.02M -$230K -13,264 -10%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2M -$1.35M -78,188 -41%
SG
25
Swarthmore Group
Pennsylvania
$1.91M