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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
101
Brio Consultants
California
$2.35M -$35.4K -1,619 -2%
RIM
102
Rockbridge Investment Management
New York
$2.31M -$898K -41,022 -29%
AC
103
AWM Capital
Arizona
$2.3M – – –
PIMG
104
Patriot Investment Management Group
Tennessee
$2.28M -$32.1K -1,468 -1%
MAS
105
Madden Advisory Services
Florida
$2.27M +$95.2K +4,352 +5%
GFS
106
GYL Financial Synergies
Connecticut
$2.25M +$4.16K +190 +0.2%
TYCC
107
Texas Yale Capital Corp
Florida
$2.23M +$14.9K +680 +0.7%
BA
108
Ballast Advisors
Minnesota
$2.21M -$16.8K -770 -0.8%
DCM
109
Davis Capital Management
Florida
$2.19M -$6.5K -297 -0.3%
GWM
110
Geneos Wealth Management
Colorado
$2.15M -$204K -9,306 -9%
AAS
111
Avantax Advisory Services
Texas
$2.13M -$181K -8,283 -8%
MWM
112
Modera Wealth Management
New Jersey
$2.08M +$13.9K +634 +0.7%
HWA
113
HHM Wealth Advisors
Tennessee
$2.03M +$25K +1,143 +1%
CAM
114
Cresset Asset Management
Illinois
$1.97M +$131 +6 +0%
AAS
115
Asset Allocation Strategies
Michigan
$1.97M +$1.48M +67,484 +382%
CL
116
Choreo LLC
Illinois
$1.97M -$78.1K -3,568 -4%
PWA
117
Peterson Wealth Advisors
Utah
$1.96M -$114K -5,228 -6%
BDF
118
Black Diamond Financial
Maryland
$1.94M +$21.8K +995 +1%
WCA
119
Waypoint Capital Advisors
Minnesota
$1.92M -$140K -6,381 -7%
ISWM
120
Independent Solutions Wealth Management
New York
$1.9M +$15.9K +727 +0.9%
PWS
121
Peloton Wealth Strategists
Indiana
$1.85M +$85.1K +3,890 +5%
JFGLC
122
Johnson Financial Group LLC (Colorado)
Colorado
$1.85M – – –
GFP
123
Guardian Financial Partners
California
$1.82M +$141K +6,445 +9%
LWMNY
124
Landmark Wealth Management (New York)
New York
$1.81M +$1.71M +78,326 New
OIA
125
OneDigital Investment Advisors
Kansas
$1.8M -$40.3K -1,841 -2%
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