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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
376
Sargent Bickham Lagudis
Colorado
$19K +$6.73K +279 +58%
LPP
377
Life Planning Partners
Florida
$18K – – –
PK
378
Pflug Koory
Nebraska
$18K – – –
BFG
379
Baron Financial Group
New Jersey
$18K -$12.3K -510 -41%
EDRH
380
Edmond de Rothschild Holding
Switzerland
$17K – – –
FWP
381
FAS Wealth Partners
Kansas
$17K – – –
CFFP
382
Center for Financial Planning
Michigan
$15K +$97 +4 +0.7%
SW
383
SVB Wealth
Massachusetts
$15K +$15.1K +624 New
JFA
384
JNBA Financial Advisors
Minnesota
$14K – – –
VNA
385
Valley National Advisers
Pennsylvania
$14K – – –
LSA
386
Lansing Street Advisors
Pennsylvania
$14K +$13.3K +552 New
CG
387
Cutler Group
California
$14K +$14.5K +600 New
JHCP
388
Jackson Hole Capital Partners
Oklahoma
$13K – – –
PGAM
389
Princeton Global Asset Management
New Jersey
$11K -$72 -3 -0.7%
CWM
390
Cedar Wealth Management
California
$11K – – –
KA
391
Kozak & Associates
Colorado
$10K -$5.12K -212 -50%
CAAS
392
Capital Asset Advisory Services
Michigan
$10K – – –
PO
393
Private Ocean
California
$10K +$24 +1 +0.2%
PMFA
394
Plante Moran Financial Advisors
Michigan
$10K +$9.75K +404 New
AA
395
Atmos Advisory
Pennsylvania
$9K -$917 -38 -9%
GWSG
396
GPS Wealth Strategies Group
Colorado
$8K – – –
MA
397
MCF Advisors
Kentucky
$8K +$7.67K +318 New
KFS
398
Kelly Financial Services
Massachusetts
$7.15K +$6.64K +275 +2,292%
RDIA
399
RE Dickinson Investment Advisors
Iowa
$7K -$772 -32 -11%
KFI
400
Key Financial Inc
Pennsylvania
$7K – – –
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16
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