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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
201
Greenleaf Trust
Michigan
$537K -$27.1K -1,182 -5%
PHAM
202
Palisades Hudson Asset Management
Florida
$531K -$3.67K -160 -0.7%
AF
203
Advisornet Financial
Minnesota
$529K -$84.9K -3,700 -14%
AOWM
204
Alpha Omega Wealth Management
Virginia
$517K -$78.7K -3,430 -13%
BMO
205
Beck Mack & Oliver
New York
$507K – – –
MCM
206
MAI Capital Management
Ohio
$505K +$491K +21,400 New
PFM
207
Peak Financial Management
Massachusetts
$494K +$9.86K +430 +2%
PWP
208
Principle Wealth Partners
Connecticut
$491K – – –
SCA
209
Stuart Chaussee & Associates
California
$489K – – –
HAS
210
HBW Advisory Services
California
$481K +$468K +20,386 New
LNWWM
211
Laird Norton Wetherby Wealth Management
California
$469K +$456K +19,872 New
AA
212
Ancora Advisors
Ohio
$461K -$37.7K -1,644 -8%
KC
213
Kingfisher Capital
North Carolina
$461K +$10K +438 +2%
LJAC
214
L.J. Altfest & Co
New York
$460K -$12.3K -538 -3%
AMG
215
Asset Management Group
Connecticut
$450K +$2.94K +128 +0.7%
RMC
216
Regis Management Company
California
$437K -$508K -22,172 -55%
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$415K – – –
NSAM
218
North Star Asset Management
Wisconsin
$408K -$29.8K -1,300 -7%
BSW
219
Buckingham Strategic Wealth
Missouri
$406K +$28.6K +1,246 +8%
FNBT
220
FineMark National Bank & Trust
Florida
$405K +$20.1K +878 +5%
TC
221
TAP Consulting
Missouri
$397K +$386K +16,818 New
MWM
222
Merriman Wealth Management
Washington
$393K +$6.01K +262 +2%
VWA
223
VERITY Wealth Advisors
United States
$392K – – –
AWA
224
Acorn Wealth Advisors
Michigan
$389K -$5.37K -234 -1%
HCM
225
Hengehold Capital Management
Ohio
$389K +$2.8K +122 +0.7%
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