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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
501
AlphaStar Capital Management
North Carolina
– -$1.43M -69,258 Closed
WCM
502
Winthrop Capital Management
Indiana
– -$1M -48,517 Closed
BIP
503
Blueprint Investment Partners
North Carolina
– -$940K -45,400 Closed
TSS
504
Two Sigma Securities
New York
– -$635K -30,669 Closed
LFA
505
LifeGuide Financial Advisors
Pennsylvania
– -$493K -23,788 Closed
IA
506
Inspire Advisors
Idaho
– -$479K -23,136 Closed
AFAS
507
Acorn Financial Advisory Services
Virginia
– -$441K -21,618 Closed
LEFP
508
Leading Edge Financial Planning
Tennessee
– -$440K -21,264 Closed
AWG
509
Altus Wealth Group
Colorado
– -$429K -20,700 Closed
BAM
510
BOS Asset Management
Illinois
– -$404K -19,497 Closed
SFA
511
Sequoia Financial Advisors
Ohio
– -$316K -15,252 Closed
AWM
512
Axxcess Wealth Management
California
– -$307K -14,803 Closed
LCWP
513
Legacy Capital Wealth Partners
Arkansas
– -$289K -13,955 Closed
SAM
514
Secure Asset Management
Michigan
– -$283K -13,648 Closed
BJL
515
Brighton Jones LLC
Washington
– -$278K -13,446 Closed
FFS
516
Founders Financial Securities
Maryland
– -$271K -13,068 Closed
HFA
517
Highland Financial Advisors
New Jersey
– -$264K -12,742 Closed
GC
518
Guidance Capital
Kentucky
– -$263K -12,583 Closed
TI
519
Trexquant Investment
Connecticut
– -$251K -12,139 Closed
WW
520
Waterfront Wealth
Kansas
– -$213K -10,300 Closed
AFG
521
Atomi Financial Group
New York
– -$210K -10,130 Closed
PWM
522
Prosperity Wealth Management
California
– -$203K -9,800 Closed
SFS
523
Strategic Financial Services
New York
– -$203K -9,800 Closed
SRL
524
Scientech Research LLC
New Jersey
– -$203K -9,787 Closed
WP
525
WealthPLAN Partners
Nebraska
– -$201K -9,684 Closed
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