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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
201
Great Lakes Advisors
Illinois
$378K +$36.9K +1,884 +11%
FNBT
202
FineMark National Bank & Trust
Florida
$370K +$1.25K +64 +0.4%
FVWA
203
Foster Victor Wealth Advisors
South Carolina
$369K +$10.2K +524 +3%
AF
204
Advisornet Financial
Minnesota
$366K -$22.3K -1,142 -6%
HI
205
Harbour Investments
Wisconsin
$364K +$347K +17,730 New
TIM
206
Tortoise Investment Management
New York
$357K +$34K +1,740 +11%
PA
207
PFG Advisors
Arizona
$356K -$25.3K -1,294 -7%
AAS
208
Avantax Advisory Services
Texas
$350K -$271K -13,862 -45%
CP
209
Camelot Portfolios
Ohio
$347K +$16.3K +832 +5%
AWA
210
Alaska Wealth Advisors
Alaska
$336K +$9.94K +508 +3%
FSWA
211
Financial Synergies Wealth Advisors
Texas
$332K -$64.5K -3,300 -17%
RSWM
212
Robertson Stephens Wealth Management
California
$330K -$277K -14,174 -47%
SWM
213
Spire Wealth Management
Virginia
$326K +$310K +15,850 New
RG
214
Retirement Group
California
$325K +$26.9K +1,374 +9%
HF
215
HRT Financial
New York
$321K +$306K +15,644 New
PGA
216
Portland Global Advisors
Maine
$310K – – –
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$308K – – –
RBC
218
Roble Belko & Company
Pennsylvania
$306K +$117 +6 +0%
NL
219
NWAM LLC
Washington
$305K +$17.6K +902 +6%
CAMG
220
CWA Asset Management Group
Florida
$304K +$1.13K +58 +0.4%
BA
221
Bridgewater Advisors
New York
$304K +$281K +14,344 New
NWA
222
Navis Wealth Advisors
New York
$296K +$1.09K +56 +0.4%
PS
223
Portfolio Solutions
Michigan
$281K – – –
BFA
224
Bluestem Financial Advisors
Illinois
$276K +$469 +24 +0.2%
KAS
225
Kestra Advisory Services
Texas
$275K -$958K -48,958 -79%
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