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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
IFP Advisors
Florida
$473K +$149K +6,808 +44%
SPC
102
Sigma Planning Corp
Michigan
$457K +$62.3K +2,844 +15%
TW
103
Transform Wealth
Colorado
$427K – – –
MWP
104
Moller Wealth Partners
$416K +$428K +19,506 New
ACM
105
Armbruster Capital Management
New York
$397K +$26.2K +1,194 +7%
PVH
106
Psagot Value Holdings
Israel
$384K -$43.8K -2,000 -10%
EAM
107
Evanson Asset Management
California
$373K -$160K -7,292 -29%
PHAM
108
Palisades Hudson Asset Management
Florida
$370K -$5.88K -268 -2%
AP
109
Advisors Preferred
Maryland
$365K +$47.8K +2,180 +15%
VNA
110
Valley National Advisers
Pennsylvania
$359K +$56.9K +2,594 +18%
SWP
111
Stratos Wealth Partners
Ohio
$355K +$365K +16,660 New
TRCT
112
Tower Research Capital (TRC)
New York
$320K -$1.09M -49,564 -77%
BCMO
113
Buckingham Capital Management (Ohio)
Ohio
$288K +$296K +13,486 New
ACM
114
Argentus Capital Management
Texas
$282K -$78.3K -3,574 -21%
GAM
115
Gould Asset Management
California
$281K +$289K +13,190 New
SFG
116
StrategIQ Financial Group
Indiana
$278K +$70.9K +3,236 +33%
WCM
117
Wealthcare Capital Management
Virginia
$274K +$88 +4 +0%
VCP
118
Vista Capital Partners
Oregon
$272K +$4.69K +214 +2%
TYCC
119
Texas Yale Capital Corp
Florida
$256K – – –
CFA
120
Cahill Financial Advisors
Minnesota
$253K +$13.3K +606 +5%
CAMG
121
CWA Asset Management Group
Florida
$240K +$1.31K +60 +0.5%
PAI
122
Pittenger & Anderson Inc
Nebraska
$238K -$6.4K -292 -3%
BW
123
Bison Wealth
Georgia
$235K -$1.12M -51,034 -82%
CPO
124
Cerity Partners OCIO
New York
$233K -$2.19K -100 -0.9%
EHPM
125
Emery Howard Portfolio Management
California
$230K +$1.27K +58 +0.5%
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5
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