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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
401
Delta Asset Management
Tennessee
$8.08K +$8.06K +419 New
LFA
402
Level Financial Advisors
New York
$8K – – –
FMP
403
Financial Management Professionals
Texas
$8K +$7.24K +376 +2,089%
LIA
404
Luken Investment Analytics
Tennessee
$7.79K +$7.78K +404 New
CA
405
CoreCap Advisors
Michigan
$7.75K +$7.74K +402 New
CFGS
406
Concourse Financial Group Securities
Alabama
$7.17K +$3.69K +192 +107%
AW
407
Avion Wealth
Texas
$7K – – –
SSB
408
Sandy Spring Bank
Maryland
$6.91K +$4.12K +214 +149%
BCWM
409
Bartlett & Co Wealth Management
Ohio
$6.38K +$6.37K +331 New
WPA
410
West Paces Advisors
Georgia
$6.27K – – –
AA
411
Atmos Advisory
Pennsylvania
$6.23K +$77 +4 +1%
MA
412
MCF Advisors
Kentucky
$6.13K -$10K -520 -62%
BC
413
Bartlett & Co
Ohio
$6K +$6.37K +331 New
BC
414
Barrett & Company
Rhode Island
$5.79K – – –
HR
415
Howe & Rusling
New York
$5.5K -$16K -833 -75%
KFI
416
Key Financial Inc
Pennsylvania
$5.38K – – –
FA
417
Fiduciary Alliance
South Carolina
$5.32K +$5.31K +276 New
BWL
418
Bogart Wealth LLC
Virginia
$5.27K -$19.8K -1,028 -79%
BWM
419
BerganKDV Wealth Management
Minnesota
$5.25K +$616 +32 +13%
AWM
420
Abound Wealth Management
Tennessee
$5.21K +$38 +2 +0.7%
OSAM
421
O'Shaughnessy Asset Management
Connecticut
$5.21K -$577 -30 -10%
MPCL
422
My Personal CFO LLC
Washington
$5.17K +$5.16K +268 New
PFG
423
Piershale Financial Group
Illinois
$5.09K +$5.08K +264 New
SPIA
424
Steward Partners Investment Advisory
New York
$5.04K -$159K -8,256 -97%
WWM
425
Wolff Wiese Magana
California
$4.82K – – –
15 16
17
18 19