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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$7K – – –
AWM
402
Abound Wealth Management
Tennessee
$6.57K +$6.37K +264 New
IWP
403
IAG Wealth Partners
Wisconsin
$6K -$6.47K -268 -52%
BWM
404
BerganKDV Wealth Management
Minnesota
$6K -$676 -28 -10%
PWMG
405
Prestige Wealth Management Group
New Jersey
$6K -$652 -27 -11%
BWA
406
BDO Wealth Advisors
Florida
$6K – – –
WWM
407
Wolff Wiese Magana
California
$6K – – –
BAM
408
Bellevue Asset Management
Washington
$5K – – –
HCM
409
Horrell Capital Management
Arkansas
$5K – – –
WFA
410
WestHill Financial Advisors
California
$5K – – –
TFP
411
Tilia Fiduciary Partners
North Carolina
$5K +$603 +25 +13%
SWA
412
SOA Wealth Advisors
New York
$5K +$1.06K +44 +28%
SSB
413
Sandy Spring Bank
Maryland
$5K +$1.3K +54 +37%
CA
414
Clearstead Advisors
Ohio
$5K +$3.02K +125 +208%
ZB
415
Zions Bancorporation
Utah
$5K +$5.21K +216 New
SWA
416
Sutton Wealth Advisors
Florida
$4.83K – – –
CFGS
417
Concourse Financial Group Securities
Alabama
$4K – – –
EI
418
Ellevest Inc
New York
$4K – – –
VFA
419
Values First Advisors
Tennessee
$4K – – –
FWM
420
Focused Wealth Management
New York
$4K +$314 +13 +9%
WT
421
Washington Trust
Rhode Island
$4K +$2.61K +108 +150%
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$3K -$25K -1,036 -90%
AWM
423
Atticus Wealth Management
Florida
$3K -$24 -1 -0.7%
AAP
424
Arax Advisory Partners
Colorado
$3K – – –
CMBA
425
C.M. Bidwell & Associates
Hawaii
$3K – – –
15 16
17
18 19