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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
76
Bartlett & Co
Ohio
$21K – – –
WA
77
Waverly Advisors
Alabama
$18K +$17.7K +1,020 New
MA
78
MUFG Americas
New York
$16K +$16.1K +928 New
Creative Planning
79
Creative Planning
Kansas
$14K +$9.8K +566 +272%
MFS
80
MSI Financial Services
Massachusetts
$11K +$69 +4 +0.7%
S
81
SignatureFD
Georgia
$10K +$10K +578 New
HR
82
Howe & Rusling
New York
$7K +$7.14K +412 New
WAM
83
Wallington Asset Management
Indiana
$6K -$6.93K -400 -53%
BRWA
84
B. Riley Wealth Advisors
Florida
$5.31K +$5.2K +300 New
TIM
85
Tortoise Investment Management
New York
$3K -$13.1K -758 -81%
SSB
86
Sandy Spring Bank
Maryland
$3K – – –
VIA
87
Vantage Investment Advisors
Pennsylvania
$3K +$1.87K +108 +200%
TFA
88
Transamerica Financial Advisors
Florida
$1K – – –
WA
89
WealthTrust-Arizona
Arizona
$1K +$727 +42 New
DS
90
DRW Securities
Illinois
– -$708K -42,758 Closed
BSW
91
Buckingham Strategic Wealth
Missouri
– -$443K -26,744 Closed
BJ
92
Brouwer & Janachowski
California
– -$37K -2,220 Closed
PG
93
PEAK6 Group
Illinois
– -$17K -1,000 Closed
SF
94
Synovus Financial
Georgia
– -$13K -816 Closed
EWM
95
Edge Wealth Management
New York
– -$12K -700 Closed
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
– -$4K -268 Closed
PFA
97
Paradigm Financial Advisors
Missouri
– -$4K -260 Closed
NMIS
98
Northwestern Mutual Investment Services
Wisconsin
– -$1K -88 Closed
W
99
Wealthfront
California
– -$589 -34 -59%
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