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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
376
Worth Asset Management
Texas
$223K +$220K +9,425 New
SAW
377
Signal Advisors Wealth
Michigan
$223K +$220K +9,415 New
IA
378
IFG Advisory
Georgia
$221K +$218K +9,349 New
PAW
379
Plan A Wealth
Nebraska
$220K +$217K +9,310 New
CAAM
380
Cornerstone Advisors Asset Management
Pennsylvania
$218K +$215K +9,218 New
JWM
381
JDH Wealth Management
California
$217K +$214K +9,177 New
SFS
382
Summit Financial Strategies
Ohio
$213K -$197K -8,434 -48%
NB
383
Nicolet Bankshares
Wisconsin
$211K -$31.1K -1,334 -13%
QCM
384
QRG Capital Management
Illinois
$211K +$208K +8,903 New
JIC
385
Johnson Investment Counsel
Ohio
$210K -$79.9K -3,429 -28%
XT
386
XTX Topco
Cayman Islands
$209K -$90.4K -3,877 -31%
AF
387
Advisornet Financial
Minnesota
$208K -$24.6K -1,056 -11%
ES
388
ETF Store
Kansas
$208K -$12.6K -540 -6%
RDWM
389
Red Door Wealth Management
Tennessee
$207K +$204K +8,757 New
EWA
390
Emergent Wealth Advisors
New York
$207K +$206K +8,820 New
GT
391
Greenleaf Trust
Michigan
$207K +$204K +8,739 New
SW
392
Simplicity Wealth
New Jersey
$206K -$120K -5,128 -37%
KF
393
Ketron Financial
California
$205K +$202K +8,675 New
SFS
394
Strategic Financial Services
New York
$205K +$202K +8,650 New
CP
395
Creekside Partners
California
$202K +$199K +8,547 New
IAS
396
Integrity Advisory Solutions
Texas
$200K +$197K +8,464 New
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$198K +$76.1K +3,262 +64%
ACA
398
Aptus Capital Advisors
Alabama
$174K +$8.67K +372 +5%
3FI
399
3 Factor Indexing
California
$154K – – –
CAL
400
Capital Analysts LLC
Pennsylvania
$149K -$3.4K -146 -2%
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