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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
526
WealthPLAN Partners
Nebraska
– -$201K -9,684 Closed
BBW
527
Blue Barn Wealth
Utah
– -$200K -9,661 Closed
Heritage Wealth Advisors
528
Heritage Wealth Advisors
Virginia
– -$99.6K -4,810 Closed
MFA
529
McClarren Financial Advisors
Pennsylvania
– -$62K -2,998 Closed
Advisory Services Network
530
Advisory Services Network
Georgia
– -$20.3K -980 Closed
SA
531
Scarborough Advisors
Maryland
– -$17.3K -834 Closed
LPP
532
Life Planning Partners
Florida
– -$16.3K -788 Closed
FFO
533
Fortitude Family Office
Arizona
– -$16.3K -785 Closed
MWM
534
Mascoma Wealth Management
New Hampshire
– -$11.5K -555 Closed
AWM
535
Able Wealth Management
New Jersey
– -$4.48K -216 Closed
AA
536
Addison Advisors
Vermont
– -$4.47K -216 Closed
MSWM
537
McGlone Suttner Wealth Management
Wisconsin
– -$4.26K -206 Closed
FWM
538
Focused Wealth Management
New York
– -$2.72K -131 Closed
LFA
539
Level Financial Advisors
New York
– -$2.49K -120 Closed
BCPWM
540
Bradley & Co Private Wealth Management
Florida
– -$2.19K -106 Closed
TFG
541
Team Financial Group
California
– -$1.43K -69 Closed
SMA
542
Sage Mountain Advisors
Georgia
– -$476 -23 Closed
Bogart Wealth LLC
543
Bogart Wealth LLC
Virginia
– -$456 -22 Closed
PS
544
Planned Solutions
California
– -$435 -21 Closed
LC
545
Lindbrook Capital
California
– -$373 -18 Closed
First Manhattan
546
First Manhattan
New York
– -$331 -16 Closed
FA
547
Faithward Advisors
Pennsylvania
– -$233 -12 Closed
OLVIG
548
Oliver Lagore Vanvalin Investment Group
Michigan
– -$41 -2 Closed
GWSA
549
Global Wealth Strategies & Associates
Colorado
– -$12 -1 Closed
TFA
550
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
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