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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
H
226
HoyleCohen
California
$450K -$92.8K -4,995 -19%
TWM
227
Tradition Wealth Management
Minnesota
$450K +$86.9K +4,675 +27%
SCI
228
Stableford Capital II
Arizona
$444K -$3.42K -184 -0.8%
LFA
229
Landmark Financial Advisors
Kentucky
$443K -$18.3K -985 -4%
AFAS
230
Acorn Financial Advisory Services
Virginia
$441K -$4.89K -263 -1%
LEFP
231
Leading Edge Financial Planning
Tennessee
$440K -$417K -22,453 -51%
WF
232
Whelan Financial
California
$440K -$130K -7,010 -25%
LGG
233
Luts & Greenleigh Group
Maryland
$439K – – –
TI
234
Truepoint Inc
Ohio
$438K – – –
RJA
235
Raymond James & Associates
Florida
$437K -$21.5K -1,156 -5%
CI
236
Cordant Inc
Oregon
$433K -$87.8K -4,727 -18%
FWM
237
Fortress Wealth Management
California
$432K -$14K -754 -3%
BFA
238
Bluestem Financial Advisors
Illinois
$429K +$105K +5,658 +38%
AWG
239
Altus Wealth Group
Colorado
$429K – – –
FG
240
Foster Group
Iowa
$421K – – –
WWM
241
WT Wealth Management
Arizona
$418K -$36.8K -1,981 -9%
HI
242
Human Investing
Oregon
$418K +$375K +20,176 New
JEST
243
JTC Employer Solutions Trustee
Jersey
$416K – – –
EGWAG
244
Elwood & Goetz Wealth Advisory Group
Georgia
$412K +$33.7K +1,815 +10%
BAM
245
BOS Asset Management
Illinois
$404K +$362K +19,497 New
FA
246
FF Advisors
California
$403K +$362K +19,478 New
EGM
247
Engineers Gate Manager
New York
$400K +$359K +19,311 New
IWC
248
Integrated Wealth Concepts
Massachusetts
$399K -$12.5K -674 -3%
WWM
249
Western Wealth Management
Colorado
$390K +$65K +3,499 +23%
FWM
250
Fonville Wealth Management
Virginia
$387K +$347K +18,697 New
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