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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
176
Stratos Wealth Advisors
Ohio
$568K +$113K +6,500 +25%
VCM
177
Vision Capital Management
Oregon
$560K +$552K +31,810 New
CFA
178
Cahill Financial Advisors
Minnesota
$554K -$1.57M -90,256 -74%
CCWA
179
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$553K +$545K +31,398 New
SFS
180
Sowell Financial Services
Arkansas
$544K +$348K +20,014 +184%
MCM
181
Mainstay Capital Management
Michigan
$538K – – –
TRCT
182
Tower Research Capital (TRC)
New York
$532K -$166K -9,556 -24%
LWM
183
Loveless Wealth Management
Montana
$530K – – –
RCA
184
Reitz Capital Advisors
Michigan
$512K -$592K -34,114 -54%
AAS
185
Avantax Advisory Services
Texas
$507K -$1.03M -59,430 -67%
FA
186
FC Advisory
Pennsylvania
$504K +$35 +2 +0%
GT
187
Greenleaf Trust
Michigan
$502K +$73.7K +4,246 +17%
WCG
188
Wall Capital Group
Arizona
$489K – – –
LF
189
LifeSteps Financial
California
$488K -$16.5K -952 -3%
SFWC
190
Strategic Family Wealth Counselors
New Jersey
$477K -$203K -11,694 -30%
JC
191
Jentner Corp
Ohio
$470K +$26.7K +1,536 +6%
BAM
192
Baldrige Asset Management
Pennsylvania
$460K -$18.2K -1,050 -4%
RJA
193
Raymond James & Associates
Florida
$460K +$1.46K +84 +0.3%
PWA
194
Peterson Wealth Advisors
Utah
$452K +$173K +9,956 +63%
SWM
195
SigFig Wealth Management
California
$434K +$1.91K +110 +0.4%
MSWMA
196
Market Street Wealth Management Advisors
Indiana
$430K +$67.8K +3,902 +19%
GLA
197
Great Lakes Advisors
Illinois
$427K +$14.7K +848 +4%
WAM
198
Wakefield Asset Management
Colorado
$426K +$84.2K +4,848 +25%
B
199
Bailard
California
$423K -$125K -7,218 -23%
BSW
200
Buckingham Strategic Wealth
Missouri
$417K +$3.54K +204 +0.9%
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