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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
351
WCG Wealth Advisors
Nevada
$277K +$272K +11,681 New
OCPWS
352
One Charles Private Wealth Services
Massachusetts
$270K -$4.94K -212 -2%
MAWA
353
Moss Adams Wealth Advisors
Washington
$268K – – –
MIAS
354
Mason Investment Advisory Services
Virginia
$264K – – –
LAM
355
Lewis Asset Management
California
$261K +$3.05K +131 +1%
EFG
356
Embree Financial Group
Illinois
$257K -$163 -7 -0.1%
SA
357
Skyline Advisors
Washington
$254K – – –
KWM
358
KRM Wealth Management
Nevada
$252K +$1.49K +64 +0.6%
TSS
359
Two Sigma Securities
New York
$249K -$921K -39,511 -79%
CFGSD
360
Compass Financial Group (South Dakota)
South Dakota
$246K +$243K +10,405 New
CFM
361
Compass Financial Management
Florida
$243K +$240K +10,277 New
MWM
362
Meridian Wealth Management
Kentucky
$242K +$140 +6 +0.1%
GFA
363
Godfrey Financial Associates
New York
$240K +$350 +15 +0.2%
PHAM
364
Palisades Hudson Asset Management
Florida
$237K -$5.64K -242 -2%
AFP
365
Ausdal Financial Partners
Iowa
$237K -$18.2K -780 -7%
FFS
366
Founders Financial Securities
Maryland
$237K -$13.7K -588 -6%
FWTB
367
First Western Trust Bank
Colorado
$233K – – –
FNBOO
368
First National Bank of Omaha
Nebraska
$233K -$47.2K -2,025 -17%
SFA
369
Sequoia Financial Advisors
Ohio
$231K -$4.24K -182 -2%
SAS
370
SMI Advisory Services
Indiana
$230K +$225K +9,630 New
WFA
371
Websterrogers Financial Advisors
South Carolina
$228K +$233 +10 +0.1%
AWM
372
AE Wealth Management
Kansas
$227K +$58.4K +2,503 +35%
PWAM
373
Private Wealth Asset Management
Iowa
$226K +$23.5K +1,009 +12%
PAG
374
Paladin Advisory Group
Iowa
$226K – – –
IAS
375
IMA Advisory Services
Colorado
$225K +$219K +9,389 +8,094%
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15
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