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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
151
Bangor Savings Bank
Maine
$809K -$36.2K -1,880 -4%
RIG
152
Ramiah Investment Group
Wisconsin
$808K +$149K +7,732 +20%
MWM
153
Mission Wealth Management
California
$808K -$32.3K -1,678 -4%
WCFA
154
Walkner Condon Financial Advisors
Wisconsin
$801K +$145K +7,538 +20%
FFN
155
Focus Financial Network
Minnesota
$797K -$20.6K -1,071 -2%
AF
156
Allworth Financial
California
$796K +$60.7K +3,155 +8%
BIP
157
Blueprint Investment Partners
North Carolina
$793K +$159K +8,265 +23%
LEFP
158
Leading Edge Financial Planning
Tennessee
$776K -$27.7K -1,441 -3%
RFP
159
Root Financial Partners
California
$768K +$16.2K +840 +2%
LJAC
160
L.J. Altfest & Co
New York
$754K +$224K +11,621 +38%
SWM
161
Sculati Wealth Management
Michigan
$747K -$26K -1,351 -3%
YWM
162
Yoder Wealth Management
California
$739K +$177K +9,192 +28%
FWM
163
Forza Wealth Management
Florida
$728K – – –
CL
164
Choreo LLC
Illinois
$722K +$56.3K +2,925 +8%
WP
165
WMS Partners
Maryland
$716K -$24K -1,246 -3%
GFP
166
Guardian Financial Partners
California
$714K +$774K +40,239 New
BC
167
Brio Consultants
California
$711K +$231K +12,015 +43%
VM
168
VPR Management
Texas
$699K – – –
RJFSA
169
Raymond James Financial Services Advisors
Florida
$698K +$32.2K +1,676 +4%
GC
170
Garde Capital
Washington
$688K – – –
C
171
Certuity
Florida
$680K -$5.77K -300 -0.8%
LF
172
Lee Financial
Texas
$673K +$24.3K +1,262 +3%
FTS
173
Fifth Third Securities
Ohio
$670K -$2.39K -124 -0.3%
PB
174
Pinnacle Bancorp
Nebraska
$669K – – –
BCI
175
Brinker Capital Investments
Pennsylvania
$666K +$10.1K +525 +1%
5 6
7
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