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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
226
Acorn Financial Advisory Services
Virginia
$418K +$125K +5,760 +35%
B
227
Bailard
California
$416K -$49.3K -2,278 -9%
LWAC
228
Laurel Wealth Advisors (California)
California
$412K -$9.04K -418 -2%
WAM
229
Wakefield Asset Management
Colorado
$403K -$13.5K -626 -3%
LWM
230
Laidlaw Wealth Management
New York
$401K +$18.5K +855 +4%
BAM
231
Baldrige Asset Management
Pennsylvania
$398K -$729K -33,717 -61%
LF
232
LifeSteps Financial
California
$396K -$22.8K -1,052 -5%
WF
233
Whelan Financial
California
$390K -$589K -27,203 -57%
AWM
234
Avaii Wealth Management
Wisconsin
$390K +$19K +879 +4%
FNBT
235
FineMark National Bank & Trust
Florida
$382K – – –
1WM
236
1900 Wealth Management
Texas
$378K -$98.3K -4,543 -18%
JEST
237
JTC Employer Solutions Trustee
Jersey
$371K -$174K -8,025 -29%
TIM
238
Tortoise Investment Management
New York
$367K -$8.65K -400 -2%
PAS
239
Park Avenue Securities
New York
$366K +$129K +5,964 +44%
AOWM
240
Alpha Omega Wealth Management
Virginia
$364K -$63.5K -2,936 -13%
LFA
241
Laraway Financial Advisors
Minnesota
$361K -$2.81K -130 -0.7%
WFA
242
Websterrogers Financial Advisors
South Carolina
$357K -$54.1K -2,502 -12%
RJA
243
Raymond James & Associates
Florida
$352K +$65.9K +3,048 +19%
SCI
244
Stableford Capital II
Arizona
$347K -$3.22K -149 -0.8%
CCM
245
Crew Capital Management
Ohio
$340K – – –
CAM
246
Cresset Asset Management
Illinois
$338K +$37.2K +1,721 +11%
CA
247
Cambridge Advisors
Nebraska
$328K +$173 +8 +0%
FWI
248
Facet Wealth Inc
Maryland
$326K -$36.1K -1,667 -9%
CCA
249
Cobblestone Capital Advisors
New York
$326K +$56.9K +2,630 +18%
FG
250
Foster Group
Iowa
$325K +$8.46K +391 +2%
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