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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
351
Jacobi Capital Management
Pennsylvania
$3K +$2.67K +154 New
EWM
352
Elmwood Wealth Management
California
$2K -$25.7K -1,480 -94%
CMBA
353
C.M. Bidwell & Associates
Hawaii
$2K – – –
DAM
354
Delta Asset Management
Tennessee
$2K – – –
FANJ
355
Financial Architects (New Jersey)
New Jersey
$2K – – –
HFS
356
Hantz Financial Services
Michigan
$2K – – –
SWM
357
Selective Wealth Management
Virginia
$2K – – –
SFSG
358
Stearns Financial Services Group
North Carolina
$2K – – –
FWM
359
Focused Wealth Management
New York
$2K +$35 +2 +2%
BFIM
360
Beese Fulmer Investment Management
Ohio
$2K +$1.63K +94 New
FA
361
Financial Advantage
Maryland
$2K +$2.78K +160 New
EK
362
Evensky & Katz
Florida
$1K -$5.75M -331,138 -100%
WCG
363
Weaver Consulting Group
California
$1K -$10.4K -600 -92%
GI
364
Gradient Investments
Minnesota
$1K -$2.5K -144 -69%
CA
365
Clearstead Advisors
Ohio
$1K -$2.19K -126 -68%
AAP
366
Arax Advisory Partners
Colorado
$1K – – –
BWL
367
Bogart Wealth LLC
Virginia
$1K – – –
EW
368
Element Wealth
Mississippi
$1K – – –
MSFP
369
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
TF
370
Tompkins Financial
New York
$1K – – –
TFGT
371
TS Financial Group (TSFG)
Illinois
$1K – – –
IA
372
Independence Advisors
Pennsylvania
$1K +$104 +6 +9%
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$729 +42 New
KFS
374
Kelly Financial Services
Massachusetts
$218 – – –
CNC
375
Citizens & Northern Corp
Pennsylvania
– -$10.3M -629,514 Closed
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15
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