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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
401
Newbridge Financial Services Group
Florida
$4K -$130 -6 -3%
TFP
402
Tilia Fiduciary Partners
North Carolina
$4K -$65 -3 -1%
BAM
403
Bellevue Asset Management
Washington
$4K – – –
BWM
404
BerganKDV Wealth Management
Minnesota
$4K – – –
GWANC
405
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K – – –
HCM
406
Horrell Capital Management
Arkansas
$4K – – –
PWMG
407
Prestige Wealth Management Group
New Jersey
$4K +$43 +2 +0.9%
SWA
408
Sutton Wealth Advisors
Florida
$3.63K – – –
BLC
409
Brown, Lisle/Cummings
Rhode Island
$3.46K +$4K +185 New
CFGS
410
Concourse Financial Group Securities
Alabama
$3K -$1.08K -50 -22%
SWA
411
SOA Wealth Advisors
New York
$3K -$173 -8 -4%
AWM
412
Atticus Wealth Management
Florida
$3K – – –
EI
413
Ellevest Inc
New York
$3K – – –
VFA
414
Values First Advisors
Tennessee
$3K – – –
FWM
415
Focused Wealth Management
New York
$3K +$22 +1 +0.6%
TCOV
416
Trust Company of Vermont
Vermont
$3K +$2.9K +134 New
SSB
417
Sandy Spring Bank
Maryland
$3K +$3.12K +144 New
PCA
418
Providence Capital Advisors
North Carolina
$3K +$3.77K +174 New
ME
419
McIlrath & Eck
Washington
$2K -$28.3K -1,309 -91%
FFA
420
Founders Financial Alliance
North Carolina
$2K -$11.9K -549 -81%
CWC
421
Carolinas Wealth Consulting
North Carolina
$2K – – –
CSB
422
City State Bank
Iowa
$2K – – –
CMBA
423
C.M. Bidwell & Associates
Hawaii
$2K – – –
IBOK
424
Independence Bank of Kentucky
Kentucky
$2K – – –
LWA
425
Lowe Wealth Advisors
Maryland
$2K – – –
15 16
17
18 19