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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
226
Beck Mack & Oliver
New York
$494K – – –
PFM
227
Peak Financial Management
Massachusetts
$492K +$11K +470 +2%
PWP
228
Principle Wealth Partners
Connecticut
$478K – – –
APW
229
Aurora Private Wealth
New Jersey
$471K +$478K +20,510 New
LJAC
230
L.J. Altfest & Co
New York
$454K +$6.43K +276 +1%
AA
231
Ancora Advisors
Ohio
$449K – – –
KC
232
Kingfisher Capital
North Carolina
$446K -$3.35K -144 -0.7%
SAM
233
SignalPoint Asset Management
Missouri
$438K +$89K +3,822 +25%
PG
234
Prostatis Group
Maryland
$432K +$438K +18,780 New
RMC
235
Regis Management Company
California
$425K – – –
AMG
236
Asset Management Group
Connecticut
$412K -$27K -1,158 -6%
AP
237
Adero Partners
California
$404K +$410K +17,582 New
FNBT
238
FineMark National Bank & Trust
Florida
$402K +$7.55K +324 +2%
EFSCE
239
Enterprise Financial Services Corp (EFSC)
Missouri
$400K -$5.13K -220 -1%
AFAS
240
Acorn Financial Advisory Services
Virginia
$398K +$403K +17,308 New
NSAM
241
North Star Asset Management
Wisconsin
$388K -$9.32K -400 -2%
TC
242
TAP Consulting
Missouri
$388K +$1.26K +54 +0.3%
BSW
243
Buckingham Strategic Wealth
Missouri
$387K -$8.53K -366 -2%
MWM
244
Merriman Wealth Management
Washington
$385K +$2.28K +98 +0.6%
PWM
245
Perigon Wealth Management
California
$380K +$388K +16,638 New
RG
246
Retirement Group
California
$375K +$380K +16,330 New
AWA
247
Acorn Wealth Advisors
Michigan
$372K -$9.04K -388 -2%
PFA
248
Pinnacle Family Advisors
Missouri
$369K -$8.81K -378 -2%
SC
249
Slow Capital
California
$365K -$2.14K -92 -0.6%
BRWA
250
B. Riley Wealth Advisors
Florida
$355K +$11.8K +508 +3%
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