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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
226
JTC Employer Solutions Trustee
Jersey
$523K – – –
CP
227
Camelot Portfolios
Ohio
$520K +$43.6K +1,768 +10%
LFA
228
Laraway Financial Advisors
Minnesota
$518K +$484K +19,640 New
RJA
229
Raymond James & Associates
Florida
$503K -$22.8K -924 -5%
CCM
230
Crew Capital Management
Ohio
$495K – – –
OC
231
Oppenheimer & Co
New York
$488K -$346K -14,050 -43%
WF
232
Whelan Financial
California
$487K -$235K -9,522 -34%
RG
233
Retirement Group
California
$481K +$148 +6 +0%
FWI
234
Facet Wealth Inc
Maryland
$480K -$3.6K -146 -0.8%
AFAS
235
Acorn Financial Advisory Services
Virginia
$467K -$50.2K -2,038 -10%
CWM
236
Collaborative Wealth Management
Florida
$460K +$431K +17,474 New
AF
237
Advisornet Financial
Minnesota
$458K +$24.5K +994 +6%
SIC
238
SJS Investment Consulting
Ohio
$457K +$427K +17,332 New
SCI
239
Stableford Capital II
Arizona
$454K -$32.2K -1,308 -6%
WWM
240
Western Wealth Management
Colorado
$453K +$423K +17,166 New
DSA
241
Droms Strauss Advisors
Missouri
$445K +$44.1K +1,788 +12%
BBW
242
Blue Barn Wealth
Utah
$443K -$5.08K -206 -1%
BA
243
Bridgewater Advisors
New York
$443K +$14.5K +588 +4%
HWM
244
HB Wealth Management
Georgia
$430K +$402K +16,312 New
AIA
245
Armor Investment Advisors
North Carolina
$423K -$57.2K -2,320 -13%
CA
246
Cambridge Advisors
Nebraska
$423K +$10.5K +428 +3%
FT
247
Fiduciary Trust
Massachusetts
$415K – – –
GLA
248
Great Lakes Advisors
Illinois
$409K +$1.73K +70 +0.5%
GFP
249
Guardian Financial Partners
California
$408K +$382K +15,488 New
SA
250
Scarborough Advisors
Maryland
$404K +$378K +15,334 New
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