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Schwab US REIT ETF
SCHH

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
201
Jentner Corp
Ohio
$552K -$25K -1,087 -4%
BRC
202
Bell Rock Capital
Delaware
$552K +$602K +26,171 New
FNC
203
First National Corp
Massachusetts
$543K +$592K +25,731 New
DIA
204
Dana Investment Advisors
Wisconsin
$539K +$588K +25,545 New
AWA
205
Aletheian Wealth Advisors
Washington
$526K +$8.08K +351 +1%
LJAC
206
L.J. Altfest & Co
New York
$523K +$3.61K +157 +0.6%
1WM
207
1900 Wealth Management
Texas
$522K +$285K +12,386 +100%
B
208
Bailard
California
$518K -$144K -6,261 -20%
CL
209
Choreo LLC
Illinois
$514K -$250K -10,846 -31%
DBRC
210
D.B. Root & Company
Pennsylvania
$514K -$14.4K -626 -3%
GW
211
GW & Wade
Massachusetts
$513K +$92 +4 +0%
CFA
212
Cahill Financial Advisors
Minnesota
$504K +$2.67K +116 +0.5%
LCM
213
Liberty Capital Management
Michigan
$503K +$42K +1,824 +8%
BRWA
214
B. Riley Wealth Advisors
Florida
$502K +$11.1K +482 +2%
LFA
215
Landmark Financial Advisors
Kentucky
$501K -$15.4K -670 -3%
EFG
216
Everhart Financial Group
Ohio
$494K +$318K +13,818 +144%
AP
217
Adero Partners
California
$483K -$2.48K -108 -0.5%
ECM
218
Evergreen Capital Management
Washington
$474K +$23 +1 +0%
LWAC
219
Laurel Wealth Advisors (California)
California
$473K -$8.19K -356 -2%
AOWM
220
Alpha Omega Wealth Management
Virginia
$473K +$14.5K +630 +3%
WP
221
WealthShield Partners
North Carolina
$473K +$31K +1,348 +6%
LF
222
LifeSteps Financial
California
$469K -$9.3K -404 -2%
WAM
223
Wakefield Asset Management
Colorado
$468K -$54.9K -2,384 -10%
ACM
224
Avalon Capital Management
California
$464K -$7.35M -319,539 -94%
WFA
225
Websterrogers Financial Advisors
South Carolina
$456K -$229K -9,931 -31%
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