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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
376
West Financial Advisors
Iowa
$2K -$534 -24 -22%
GM
377
GeoWealth Management
Illinois
$2K – – –
WT
378
Washington Trust
Rhode Island
$2K +$1.6K +72 New
KFI
379
Key Financial Inc
Pennsylvania
$2K +$1.78K +80 +1,000%
FWM
380
Filbrandt Wealth Management
Wisconsin
$2K +$1.82K +82 New
DAM
381
Delta Asset Management
Tennessee
$2K +$2.09K +94 New
CWC
382
Carolinas Wealth Consulting
North Carolina
$2K +$2.13K +96 New
QCG
383
Quadrant Capital Group
Ohio
$1K -$67.7K -3,046 -99%
AF
384
Allworth Financial
California
$1K -$12.8K -576 -93%
CA
385
Clearstead Advisors
Ohio
$1K – – –
DWMG
386
DB Wealth Management Group
California
$1K – – –
MSFP
387
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
RDFA
388
Ritter Daniher Financial Advisory
Ohio
$1K – – –
RF
389
Robbins Farley
New Hampshire
$1K – – –
SL
390
Savior LLC
Massachusetts
$1K – – –
TCM
391
Tradewinds Capital Management
Washington
$1K – – –
TFGT
392
TS Financial Group (TSFG)
Illinois
$1K – – –
HCP
393
Hexagon Capital Partners
Arkansas
$1K +$889 +40 New
KFS
394
Kelly Financial Services
Massachusetts
$290 – – –
FEG
395
Fund Evaluation Group
Ohio
– -$8.2M -399,104 Closed
GPFA
396
Game Plan Financial Advisors
Ohio
– -$666K -32,196 Closed
SFS
397
Sowell Financial Services
Arkansas
– -$504K -23,164 Closed
YIH
398
Y-Intercept (HK)
Hong Kong
– -$407K -19,662 Closed
RF
399
RHS Financial
California
– -$402K -19,558 Closed
HF
400
HRT Financial
New York
– -$321K -15,644 Closed
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