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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
101
Black Diamond Financial
Maryland
$2.48M +$761K +34,042 +41%
GMA
102
Glassy Mountain Advisors
Maryland
$2.47M +$293K +13,122 +13%
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$2.38M -$140K -6,268 -5%
SWM
104
Sagace Wealth Management
Florida
$2.32M +$2.46M +110,289 New
FCIM
105
Fairview Capital Investment Management
California
$2.29M +$14.5K +648 +0.6%
JFG
106
JMG Financial Group
Illinois
$2.28M -$51.7K -2,315 -2%
JFGLC
107
Johnson Financial Group LLC (Colorado)
Colorado
$2.23M +$577K +25,822 +32%
KOC
108
Koss-Olinger Consulting
Florida
$2.23M +$156 +7 +0%
BC
109
Brio Consultants
California
$2.15M +$21.5K +963 +1%
BA
110
Ballast Advisors
Minnesota
$2.13M +$122K +5,479 +6%
MAS
111
Madden Advisory Services
Florida
$2.12M +$59.6K +2,667 +3%
SOADOR
112
State of Alaska Department of Revenue
Alaska
$2.12M +$1.5M +66,993 +198%
TYCC
113
Texas Yale Capital Corp
Florida
$2.1M +$72.6K +3,250 +3%
AC
114
AWM Capital
Arizona
$2.09M – – –
AAS
115
Avantax Advisory Services
Texas
$2.04M +$108K +4,835 +5%
PIMG
116
Patriot Investment Management Group
Tennessee
$2.02M -$56.9K -2,548 -3%
GFP
117
Guardian Financial Partners
California
$1.95M +$321K +14,347 +18%
GWM
118
Geneos Wealth Management
Colorado
$1.94M -$6.95K -311 -0.3%
DCM
119
Davis Capital Management
Florida
$1.94M -$47.3K -2,118 -2%
HWA
120
HHM Wealth Advisors
Tennessee
$1.91M +$69.1K +3,091 +4%
MCM
121
MAI Capital Management
Ohio
$1.91M +$417K +18,673 +26%
MWM
122
Modera Wealth Management
New Jersey
$1.87M -$17K -761 -0.8%
CAM
123
Cresset Asset Management
Illinois
$1.79M -$1.12K -50 -0.1%
PWA
124
Peterson Wealth Advisors
Utah
$1.71M -$81.2K -3,631 -4%
LWMNY
125
Landmark Wealth Management (New York)
New York
$1.71M +$60.1K +2,687 +3%
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