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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
326
LifePlan Financial Group
Ohio
$7K +$1.15K +54 +20%
VCM
327
Vigilant Capital Management
Maine
$6K +$5.73K +270 New
HCM
328
Horrell Capital Management
Arkansas
$5K – – –
PK
329
Pflug Koory
Nebraska
$5K – – –
TCOV
330
Trust Company of Vermont
Vermont
$5K – – –
WCM
331
Whitener Capital Management
North Carolina
$5K +$382 +18 +8%
BCWM
332
Bartlett & Co Wealth Management
Ohio
$4.44K – – –
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.44K – – –
BC
334
Bartlett & Co
Ohio
$4K – – –
SF
335
Synovus Financial
Georgia
$4K – – –
RFM
336
Royal Fund Management
Florida
$4K +$85 +4 +2%
KC
337
Knuff & Co
California
$3K – – –
OAM
338
Oppenheimer Asset Management
New York
$3K – – –
FANJ
339
Financial Architects (New Jersey)
New Jersey
$3K +$2.42K +114 New
CIM
340
Contravisory Investment Management
Massachusetts
$2K – – –
RFA
341
Reilly Financial Advisors
California
$2K – – –
SFSG
342
Stearns Financial Services Group
North Carolina
$2K – – –
FMP
343
Financial Management Professionals
Texas
$1K -$3.65M -171,864 -100%
FHA
344
Flagship Harbor Advisors
Massachusetts
$1K – – –
IBOK
345
Independence Bank of Kentucky
Kentucky
$1K +$594 +28 New
TFGT
346
TS Financial Group (TSFG)
Illinois
$1K +$679 +32 New
TA
347
TCG Advisors
Texas
$1K +$934 +44 New
WT
348
Whittier Trust
California
$1K +$1.06K +50 New
FGAM
349
Financial Gravity Asset Management
Texas
$1K +$1.27K +60 New
MAU
350
MRA Associates USA
Arizona
$933 – – –
12 13
14
15 16