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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$351K +$368K +21,886 New
SC
27
Stratford Consulting
Texas
$292K +$307K +18,210 New
Bank of America
28
Bank of America
North Carolina
$281K +$295K +17,526 New
PFC
29
Phocas Financial Corp
California
$280K +$294K +17,450 New
ACM
30
Avalon Capital Management
California
$261K +$274K +16,300 New
CWM
31
Concert Wealth Management
California
$258K +$270K +16,038 New
APCM
32
Alaska Permanent Capital Management
Alaska
$233K +$244K +14,504 New
AAS
33
Annex Advisory Services
Wisconsin
$229K +$241K +14,294 New
ST
34
Spot Trading
Illinois
$215K +$226K +13,410 New
FNBT
35
FineMark National Bank & Trust
Florida
$166K +$175K +10,368 New
Ameriprise
36
Ameriprise
Minnesota
$128K +$135K +8,008 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$105K +$110K +6,556 New
CDIA
38
Capital Directions Investment Advisors
Georgia
$77K +$81.2K +4,826 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$66K +$69.6K +4,138 New
Wells Fargo
40
Wells Fargo
California
$60K +$63.1K +3,748 New
MCM
41
Manchester Capital Management
Vermont
$32K +$33.7K +2,000 New
RIA
42
Regal Investment Advisors
Michigan
$27K +$28.6K +1,700 New
BC
43
Bartlett & Co
Ohio
$19K +$20.2K +1,200 New
TIM
44
Tortoise Investment Management
New York
$16K +$17K +1,008 New
AIG
45
American International Group
New York
$10.6K +$11.1K +660 New
EWM
46
Edge Wealth Management
New York
$10K +$10.1K +600 New
OWP
47
Obermeyer Wealth Partners
Colorado
$10K +$10.6K +632 New
HR
48
Howe & Rusling
New York
$7K +$6.93K +412 New
U
49
UBS
Switzerland
$3K +$2.9K +172 New
Creative Planning
50
Creative Planning
Kansas
$3K +$3.43K +204 New
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