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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
376
Edmond de Rothschild Holding
Switzerland
$18K – – –
CA
377
CoreCap Advisors
Michigan
$17K +$16.2K +656 New
CFFP
378
Center for Financial Planning
Michigan
$16K – – –
JHCP
379
Jackson Hole Capital Partners
Oklahoma
$14K – – –
JFA
380
JNBA Financial Advisors
Minnesota
$14K – – –
VNA
381
Valley National Advisers
Pennsylvania
$14K – – –
IWP
382
IAG Wealth Partners
Wisconsin
$14K +$12.7K +514 New
SBL
383
Sargent Bickham Lagudis
Colorado
$13K -$29.5K -1,198 -71%
CWM
384
Cedar Wealth Management
California
$12K – – –
CAAS
385
Capital Asset Advisory Services
Michigan
$11K -$6.6K -268 -40%
PO
386
Private Ocean
California
$11K -$49 -2 -0.5%
PGAM
387
Princeton Global Asset Management
New Jersey
$11K +$99 +4 +0.9%
AA
388
Atmos Advisory
Pennsylvania
$11K +$9.91K +402 New
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$11K +$10.1K +410 New
DAM
390
Delta Asset Management
Tennessee
$10K – – –
KA
391
Kozak & Associates
Colorado
$10K – – –
AF
392
Allworth Financial
California
$9K +$1.18K +48 +15%
TFS
393
TrustCore Financial Services
Tennessee
$8K -$6.8K -276 -48%
KFI
394
Key Financial Inc
Pennsylvania
$8K – – –
GWSG
395
GPS Wealth Strategies Group
Colorado
$8K +$7.25K +294 +2,940%
RDIA
396
RE Dickinson Investment Advisors
Iowa
$8K +$7.44K +302 New
BWM
397
BerganKDV Wealth Management
Minnesota
$7K -$8.67K -352 -57%
GIA
398
Goodwin Investment Advisory
Georgia
$7K -$2.07K -84 -25%
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$7K – – –
WWM
400
Wolff Wiese Magana
California
$7K – – –
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