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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
T
426
Tidemark
California
$3.88K – – –
HPIA
427
Hamilton Point Investment Advisors
North Carolina
$3.71K – – –
BLC
428
Brown, Lisle/Cummings
Rhode Island
$3.69K – – –
PGAM
429
Princeton Global Asset Management
New Jersey
$3.58K +$566 +29 +19%
AFWM
430
Abich Financial Wealth Management
Virginia
$3.35K -$28.5K -1,459 -90%
SIS
431
Sound Income Strategies
Florida
$3.02K – – –
TAM
432
Tucker Asset Management
Colorado
$2.78K +$2.63K +135 +3,375%
DWM
433
Dogwood Wealth Management
Kansas
$2.7K +$2.63K +135 New
FFA
434
Frazier Financial Advisors
Ohio
$2.6K – – –
AIC
435
Archer Investment Corporation
Indiana
$2.6K -$1.68K -86 -40%
CA
436
Continuum Advisory
Idaho
$2.5K +$332 +17 +16%
PCMC
437
Private Capital Management (Colorado)
Colorado
$2.4K – – –
FCAS
438
First Command Advisory Services
Texas
$2.4K -$975 -50 -29%
CSC
439
Caldwell Sutter Capital
California
$2.4K – – –
WBC
440
West Branch Capital
Massachusetts
$2.28K – – –
OP
441
ORG Partners
Indiana
$2.23K +$2.2K +113 New
EWA
442
EverSource Wealth Advisors
Alabama
$2.19K +$39 +2 +2%
WWP
443
WR Wealth Planners
Missouri
$2.18K – – –
IAIM
444
International Assets Investment Management
Florida
$2.04K +$1.99K +102 New
KWAG
445
Kiely Wealth Advisory Group
North Carolina
$1.94K – – –
CWC
446
Carolinas Wealth Consulting
North Carolina
$1.94K – – –
AWM
447
Atticus Wealth Management
Florida
$1.9K -$1.03K -53 -36%
CTC
448
Central Trust Company
Missouri
$1.88K +$1.83K +94 New
IBOK
449
Independence Bank of Kentucky
Kentucky
$1.8K -$34.9K -1,792 -95%
ACM
450
Anfield Capital Management
California
$1.7K -$2.05K -105 -55%
16 17
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