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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
226
Guardian Financial Partners
California
$449K +$83.3K +3,618 +20%
ISWM
227
Independent Solutions Wealth Management
New York
$448K +$488K +21,225 New
LWM
228
Laidlaw Wealth Management
New York
$435K -$5.57K -242 -1%
SCI
229
Stableford Capital II
Arizona
$433K – – –
FNBT
230
FineMark National Bank & Trust
Florida
$431K +$2.76K +120 +0.6%
TIM
231
Tortoise Investment Management
New York
$423K +$7.59K +330 +2%
AWM
232
Avaii Wealth Management
Wisconsin
$421K +$51.8K +2,252 +13%
LFA
233
Laraway Financial Advisors
Minnesota
$410K -$3.22K -140 -0.7%
FWI
234
Facet Wealth Inc
Maryland
$397K -$7.48K -325 -2%
CCM
235
Crew Capital Management
Ohio
$384K -$2.76K -120 -0.7%
CWM
236
Collaborative Wealth Management
Florida
$373K +$407K +17,706 New
NEGWA
237
New England Guild Wealth Advisors
Connecticut
$372K +$405K +17,620 New
BA
238
Bridgewater Advisors
New York
$371K +$7.66K +333 +2%
CA
239
Cambridge Advisors
Nebraska
$371K +$33.4K +1,452 +9%
JFGLC
240
Johnson Financial Group LLC (Colorado)
Colorado
$369K +$403K +17,507 New
CC
241
Callan Capital
California
$365K – – –
CP
242
Camelot Portfolios
Ohio
$364K -$44.2K -1,923 -10%
ASI
243
Advisory Services & Investments
Oregon
$358K -$2.64M -114,889 -87%
FG
244
Foster Group
Iowa
$358K +$67.3K +2,925 +21%
PA
245
Pinnacle Associates
New York
$358K +$101K +4,369 +35%
NL
246
NWAM LLC
Washington
$351K +$118K +5,124 +45%
VWA
247
Visionary Wealth Advisors
Illinois
$350K -$55.3K -2,404 -13%
AFAS
248
Acorn Financial Advisory Services
Virginia
$348K -$55.4K -2,409 -13%
CAMG
249
CWA Asset Management Group
Florida
$348K +$33.2K +1,444 +10%
PWMAG
250
Pinnacle Wealth Management Advisory Group
New Jersey
$346K +$101K +4,369 +36%
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