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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
426
Bellevue Asset Management
Washington
$3.99K – – –
T
427
Tidemark
California
$3.88K – – –
HPIA
428
Hamilton Point Investment Advisors
North Carolina
$3.71K – – –
BLC
429
Brown, Lisle/Cummings
Rhode Island
$3.69K – – –
PGAM
430
Princeton Global Asset Management
New Jersey
$3.58K +$566 +29 +19%
AFWM
431
Abich Financial Wealth Management
Virginia
$3.35K -$28.5K -1,459 -90%
SIS
432
Sound Income Strategies
Florida
$3.02K – – –
TAM
433
Tucker Asset Management
Colorado
$2.78K +$2.63K +135 +3,375%
DWM
434
Dogwood Wealth Management
Kansas
$2.7K +$2.63K +135 New
FFA
435
Frazier Financial Advisors
Ohio
$2.6K – – –
AIC
436
Archer Investment Corporation
Indiana
$2.6K -$1.68K -86 -40%
CA
437
Continuum Advisory
Idaho
$2.5K +$332 +17 +16%
PCMC
438
Private Capital Management (Colorado)
Colorado
$2.4K – – –
FCAS
439
First Command Advisory Services
Texas
$2.4K -$975 -50 -29%
CSC
440
Caldwell Sutter Capital
California
$2.4K – – –
WBC
441
West Branch Capital
Massachusetts
$2.28K – – –
OP
442
ORG Partners
Indiana
$2.23K +$2.2K +113 New
EWA
443
EverSource Wealth Advisors
Alabama
$2.19K +$39 +2 +2%
WWP
444
WR Wealth Planners
Missouri
$2.18K – – –
IAIM
445
International Assets Investment Management
Florida
$2.04K +$1.99K +102 New
KWAG
446
Kiely Wealth Advisory Group
North Carolina
$1.94K – – –
CWC
447
Carolinas Wealth Consulting
North Carolina
$1.94K – – –
AWM
448
Atticus Wealth Management
Florida
$1.9K -$1.03K -53 -36%
CTC
449
Central Trust Company
Missouri
$1.88K +$1.83K +94 New
IBOK
450
Independence Bank of Kentucky
Kentucky
$1.8K -$34.9K -1,792 -95%
16 17
18
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