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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
376
Atlas Capital Advisors
Wyoming
– -$237K -13,476 Closed
AWA
377
Acorn Wealth Advisors
Michigan
– -$233K -13,204 Closed
CAN
378
Cetera Advisor Networks
California
– -$180K -10,226 Closed
GSWM
379
Golden State Wealth Management
California
– -$324K -6,840 Closed
PG
380
Proffitt & Goodson
Tennessee
– -$71K -4,016 Closed
OPS
381
Orion Portfolio Solutions
Nebraska
– -$62K -3,498 Closed
BBPWM
382
Blue Bell Private Wealth Management
Pennsylvania
– -$50K -2,748 Closed
PWP
383
Principle Wealth Partners
Connecticut
– -$48K -2,738 Closed
MWA
384
MFA Wealth Advisors
Pennsylvania
– -$29.7K -1,688 Closed
RDWM
385
Red Door Wealth Management
Tennessee
– -$26K -1,504 Closed
JPLA
386
Joseph P. Lucia & Associates
New York
– -$21K -1,170 Closed
VFA
387
Valeo Financial Advisors
Indiana
– -$19K -1,102 Closed
TC
388
Truvestments Capital
Florida
– -$13K -746 Closed
GWMIA
389
Global Wealth Management Investment Advisory
Florida
– -$9K -514 Closed
MCM
390
Manchester Capital Management
Vermont
– -$7K -370 Closed
LWM
391
Liberty Wealth Management
California
– -$6K -350 Closed
FA
392
Financial Advantage
Maryland
– -$2K -160 Closed
FANJ
393
Financial Architects (New Jersey)
New Jersey
– -$2K -118 Closed
BFIM
394
Beese Fulmer Investment Management
Ohio
– -$2K -94 Closed
EW
395
Element Wealth
Mississippi
– -$1K -82 Closed
TF
396
Tompkins Financial
New York
– -$1K -52 Closed
KCM
397
Kathmere Capital Management
Pennsylvania
– +$36 +2 New
FHA
398
First Horizon Advisors
Tennessee
– +$576 +32 New
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