Schwab US REIT ETFSCHHETF
13F holders, Q4 2025 (December 31)558holders +19
50new positions
59sold out
3famous investors
$20.89avg. 13F price*
At the end of Q4 2025, 558 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 19 from Q3 2025. 50 opened new positions and 59 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.3B), US Bancorp \de ($684.2M) and FMR LLC ($508.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab US REIT ETF
- CUSIP
- 808524847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $300.1M |
| Exits | 59 | $8.7M |
All 13F filers, Q3 2025 → Q4 2025: 22,686,100 shares bought and 7,938,068 shares sold, net +14,748,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 558 holders
| Financial Engines Advisors L.L.C. | 2.38% | Add +5.2% | 60,040,433 | $1.3B |
| US Bancorp \de | 0.80% | Add +2.1% | 32,751,460 | $684.2M |
| FMR LLC | 0.03% | Reduce -12.9% | 24,331,399 | $508.3M |
| Creative Planning | 0.32% | Reduce -2.8% | 21,105,120 | $440.9M |
| Two Sigma Investments, LP | 0.39% | New | 11,681,437 | $244.0M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Add +6.7% | 8,916,100 | $186.3M |
| Dumac, Inc. | 25.18% | — | 7,846,742 | $163.9M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +2.7% | 7,646,130 | $159.7M |
| Cerity Partners LLC | 0.08% | Add +0.8% | 2,655,805 | $55.5M |
| Ameriprise Financial Inc. | 0.01% | Add +17.2% | 1,996,820 | $41.7M |
| Benjamin Edwards Inc. | 0.42% | Add +7.8% | 1,811,444 | $37.8M |
| Mason Street Advisors, LLC | 3.52% | Add +5.3% | 1,713,085 | $35.8M |
| Rational Advisors, Inc. | 3.36% | Reduce -3.8% | 1,476,372 | $30.8M |
| Charles Schwab Trust Co | 1.87% | Add +6.6% | 1,360,354 | $28.4M |
| BlackRock, Inc. | 0.00% | Add +24.2% | 1,310,424 | $27.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.0% | 1,164,325 | $24.3M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -1.0% | 1,059,654 | $22.1M |
| M&T Bank Corp | 0.07% | New | 1,046,422 | $21.9M |
| BlueSky Wealth Advisors, LLC | 2.83% | Add +3.6% | 1,026,973 | $21.5M |
| Foster & Motley Inc. | 1.08% | Add +0.5% | 965,695 | $20.2M |
| Hantz Financial Services, Inc. | 0.27% | Add +5.0% | 868,988 | $18.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.5% | 802,747 | $16.8M |
| Betterment LLC | 0.03% | Add +8.7% | 769,210 | $16.1M |
| ZynergyRetirementPlanningLLC | 9.69% | Add +0.7% | 751,590 | $15.7M |
| Pioneer Wealth Management Group | 4.50% | Add +1.9% | 709,659 | $14.8M |
| Pure Portfolios Holdings LLC | 4.03% | Add +2.6% | 641,124 | $13.4M |
| Principal Securities, Inc. | 0.21% | Add +8.4% | 638,775 | $13.3M |
| Elm Partners Management LLC | 0.59% | Add +11.2% | 627,312 | $13.1M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +128.4% | 603,192 | $12.6M |
| Morningstar Investment Management LLC | 0.70% | Add +11.3% | 565,481 | $11.8M |
| UBS Group AG | 0.00% | Add +43.4% | 538,400 | $11.2M |
| Tortoise Investment Management, LLC | 0.96% | Add +5.8% | 523,909 | $10.9M |
| Courage Miller Partners, LLC | 3.28% | Add +1.4% | 521,872 | $10.9M |
| Krilogy Financial LLC | 0.37% | Add +8.9% | 507,578 | $10.8M |
| Manning & Napier Advisors LLC | 0.13% | Add +83.6% | 491,379 | $10.3M |
| Strategic Financial Planning, Inc. | 5.75% | Add +5.3% | 483,962 | $10.1M |
| Firestone Capital Management | 1.97% | Add +0.9% | 445,084 | $9.3M |
| Jackson Thornton Wealth Management, LLC | 0.85% | Reduce -1.7% | 426,610 | $9.0M |
| Vise Technologies, Inc. | 0.17% | Add +6.4% | 418,055 | $8.7M |
| Mariner, LLC | 0.01% | Add +2.2% | 411,648 | $8.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -76.3% | 410,146 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +6.3% | 409,068 | $8.5M |
| Wealth Management Resources, Inc. | 2.96% | Add +1.1% | 402,594 | $8.4M |
| Morgan Stanley | 0.00% | Reduce -6.0% | 400,676 | $8.4M |
| Grove Bank & Trust | 0.94% | Add +9.1% | 398,105 | $8.3M |
| Avior Wealth Management, LLC | 0.24% | Add +9.8% | 373,701 | $7.8M |
| Focus Partners Wealth | 0.01% | Add +6.4% | 364,963 | $7.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.3% | 353,936 | $7.4M |
| Vista Capital Partners, Inc. | 0.72% | Add +3.9% | 350,108 | $7.3M |
| LPL Financial LLC | 0.00% | Add +0.7% | 347,746 | $7.3M |
| Amicus Financial Advisors, LLC | 2.02% | — | 346,737 | $7.2M |
| National Bank of Canada | 0.01% | Add +15.6% | 340,936 | $7.1M |
| Wealthfront Advisers LLC | 0.02% | Reduce -47.0% | 339,329 | $7.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.4% | 332,787 | $7.0M |
| Cetera Investment Advisers | 0.01% | Add +11.3% | 324,764 | $6.8M |
| Jones Financial Companies LLLP | 0.00% | Add +6.4% | 321,551 | $6.7M |
| Bank of America Corp. | 0.00% | Add +137.2% | 318,556 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.7% | 305,777 | $6.4M |
| Passive Capital Management, LLC. | 1.96% | Add +6.4% | 299,841 | $6.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 281,389 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +20.6% | 277,377 | $5.8M |
| WealthCollab, LLC | 2.23% | Add +0.8% | 260,338 | $5.4M |
| Upper Left Wealth Management, LLC | 3.29% | Add +15.2% | 258,056 | $5.4M |
| White & Co Financial Planning Inc | 3.94% | Reduce -0.1% | 252,471 | $5.3M |
| Texas Yale Capital Corp. | 0.16% | Add +43.4% | 251,366 | $5.3M |
| Asset Allocation Strategies LLC | 0.94% | Add +5.3% | 242,349 | $5.1M |
| CoreCap Advisors, LLC | 0.17% | Add +7.8% | 234,315 | $4.9M |
| Williams Financial, LLC | 2.79% | New | 230,952 | $4.8M |
| Appleton Partners Inc. | 0.31% | Add +5.0% | 223,625 | $4.7M |
| Elevation Wealth Partners, LLC | 1.65% | Add +8.4% | 222,637 | $4.7M |
| Good Steward Wealth Advisors,LLC | 2.98% | New | 216,475 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Add +1.2% | 215,079 | $4.5M |
| Frisco Financial Planning LLC | 3.73% | Add +6.8% | 213,645 | $4.5M |
| Cypress Point Wealth Management, LLC | 0.97% | Add +8.4% | 211,763 | $4.4M |
| Stanich Group LLC | 3.31% | Add +7.3% | 210,418 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | New | 208,393 | $4.4M |
| Pure Financial Advisors, LLC | 0.06% | Add +1.7% | 207,156 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Add +253.2% | 204,663 | $4.3M |
| Invesco Ltd. | 0.00% | New | 200,287 | $4.2M |
| Smith, Moore & Co. | 0.31% | Add +9.5% | 193,597 | $4.0M |
| Fiduciary Alliance LLC | 0.26% | Add +2.6% | 193,491 | $4.0M |
| Omega Financial Group, LLC | 1.34% | Reduce -2.6% | 193,108 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Add +3.3% | 187,945 | $3.9M |
| Assetmark, Inc. | 0.01% | Add +15.6% | 186,711 | $3.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.41% | Reduce -1.6% | 172,816 | $3.6M |
| SWS Partners | 0.85% | Add +3.8% | 167,632 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +2.8% | 166,486 | $3.5M |
| RFG Holdings, Inc. | 0.87% | Reduce -0.8% | 165,267 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.16% | Reduce -7.0% | 162,591 | $3.4M |
| Brooklyn FI, LLC | 0.69% | Reduce -3.1% | 154,803 | $3.2M |
| LifePlan Investment Advisors, Inc. | 1.30% | Add +3.0% | 152,263 | $3.2M |
| Rooted Wealth Advisors, Inc. | 0.89% | Add +8.1% | 145,466 | $3.1M |
| Clearstead Advisors, LLC | 0.04% | Add +0.0% | 150,251 | $3.1M |
| Perigon Wealth Management, LLC | 0.06% | Add +2.8% | 149,755 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 148,656 | $3.1M |
| Cibc World Markets Corp. | 0.02% | — | 147,022 | $3.1M |
| Flatrock Wealth Partners LLC | 1.45% | — | 144,579 | $3.0M |
| Brand Asset Management Group, Inc. | 0.82% | Reduce -13.5% | 140,202 | $2.9M |
| Guardian Financial Partners, LLC | 1.14% | Add +1.6% | 129,268 | $2.7M |
| Johnson Financial Group, LLC | 0.17% | Add +50.6% | 129,006 | $2.7M |
| Sagace Wealth Management LLC | 1.77% | Add +0.6% | 124,286 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +11.4% | 122,185 | $2.6M |
| JMG Financial Group, Ltd. | 0.07% | Reduce -5.3% | 116,416 | $2.4M |
| Gotham Asset Management | 0.01% | No change | 116,009 | $2.4M |
| Ballast Advisors LLC | 0.66% | Add +4.1% | 115,158 | $2.4M |
| Glassy Mountain Advisors, Inc. | 0.72% | Add +0.8% | 114,274 | $2.4M |
| Madden Advisory Services, Inc. | 0.91% | Add +1.8% | 108,467 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +211954.0% | 106,027 | $2.2M |
| Midwest Trust Co | 0.03% | Reduce -19.2% | 105,910 | $2.2M |
| Koss-Olinger Consulting, LLC | 0.17% | No change | 105,540 | $2.2M |
| Mgo One Seven LLC | 0.04% | Add +3.6% | 104,964 | $2.2M |
| Debussy Capital Management LP | 0.30% | Add +14.5% | 104,881 | $2.2M |
| Sachem Hill LLC | 0.42% | Add +0.0% | 104,391 | $2.2M |
| Brio Consultants, LLC | 0.28% | Add +2.5% | 103,879 | $2.2M |
| Fiducient Advisors LLC | 0.26% | New | 101,312 | $2.1M |
| SGL Investment Advisors, Inc. | 0.85% | Add +19.2% | 97,287 | $2.1M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -3.4% | 99,963 | $2.1M |
| Pacific Capital Wealth Advisors, Inc. | 0.36% | No change | 99,916 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +77.6% | 98,846 | $2.1M |
| Epiq Partners, LLC | 0.98% | Reduce -38.7% | 98,082 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +38.4% | 97,605 | $2.0M |
| Black Diamond Financial, LLC | 0.21% | Add +0.2% | 97,542 | $2.0M |
| Awm Capital, LLC | 0.18% | Add +0.5% | 96,432 | $2.0M |
| Ramiah Investment Group | 1.73% | Add +15.2% | 95,490 | $2.0M |
| Davis Capital Management | 1.37% | Reduce -0.2% | 95,340 | $2.0M |
| Landmark Wealth Management, LLC | 0.76% | Add +6.0% | 94,640 | $2.0M |
| Summit Financial, LLC | 0.03% | Add +15.7% | 94,294 | $2.0M |
| Alaska Wealth Advisors, LLC | 0.25% | Add +8.6% | 94,206 | $2.0M |
| FC Advisory LLC | 0.56% | Add +0.1% | 93,172 | $1.9M |
| Wrenne Financial Planning LLC | 0.78% | Add +27.7% | 92,238 | $1.9M |
| Patriot Investment Management Group, Inc. | 0.12% | Add +0.7% | 91,591 | $1.9M |
| Empower Advisory Group, LLC | 0.01% | Add +41.3% | 88,937 | $1.9M |
| Geneos Wealth Management Inc. | 0.05% | Add +1.3% | 88,575 | $1.9M |
| Stockman Wealth Management, Inc. | 0.22% | Add +3.0% | 88,261 | $1.8M |
| Cascade Financial Partners, LLC | 0.19% | Reduce -5.9% | 87,647 | $1.8M |
| Modera Wealth Management, LLC | 0.02% | Reduce -1.9% | 87,029 | $1.8M |
| Lido Advisors, LLC | 0.01% | Add +1.8% | 83,161 | $1.8M |
| Kohmann Bosshard Financial Services, LLC | 0.16% | Add +7.9% | 72,728 | $1.8M |
| Hexagon Capital Partners LLC | 0.32% | Add +12.7% | 83,797 | $1.8M |
| Independent Solutions Wealth Management, LLC | 0.32% | Add +1.7% | 83,068 | $1.7M |
| MAI Capital Management | 0.01% | Reduce -3.4% | 82,647 | $1.7M |
| Cape Investment Advisory, Inc. | 0.53% | Add +5515.4% | 81,985 | $1.7M |
| Carter Financial Group, INC. | 1.00% | Add +5.5% | 81,013 | $1.7M |
| HHM Wealth Advisors, LLC | 0.20% | Reduce -5.3% | 80,627 | $1.7M |
| Braun-Bostich & Associates Inc. | 1.00% | Add +4.5% | 77,188 | $1.6M |
| Fairview Capital Investment Management, LLC | 0.08% | Reduce -14.3% | 76,759 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | — | 71,609 | $1.5M |
| Tempus Wealth Planning, LLC | 0.34% | Add +2.8% | 71,053 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.8% | 70,453 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +5.3% | 69,768 | $1.5M |
| Choreo, LLC | 0.02% | Add +2.4% | 67,231 | $1.4M |
| GTS Securities LLC | 0.05% | New | 66,762 | $1.4M |
| Trillium Asset Management, LLC | 0.04% | Reduce -1.7% | 66,140 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -2.9% | 65,955 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +6.2% | 63,057 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.13% | Add +4.7% | 61,298 | $1.3M |
| Breakwater Investment Management | 0.45% | Add +2.5% | 59,936 | $1.3M |
| Hillcrest Wealth Advisors - NY, LLC | 0.53% | New | 59,050 | $1.2M |
| Clearview Wealth Advisors LLC | 0.77% | Reduce -0.2% | 58,227 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +41.9% | 58,071 | $1.2M |
| Peterson Wealth Advisors, LLC | 0.16% | Reduce -24.0% | 57,825 | $1.2M |
| IFG Advisors, LLC | 0.20% | Reduce -0.5% | 57,093 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.8% | 55,359 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +9.6% | 55,227 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +109.8% | 54,015 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +11.4% | 53,695 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +77.2% | 53,279 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +9.8% | 51,884 | $1.1M |
| Brown Wealth Management, LLC | 0.28% | Reduce -81.6% | 51,663 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.2% | 51,590 | $1.1M |
| Csenge Advisory Group | 0.05% | Add +12.5% | 51,267 | $1.1M |
| Allstreet Capital Advisors LLC | 0.77% | — | 50,713 | $1.1M |
| Rockbridge Investment Management, LCC | 0.10% | Reduce -15.8% | 50,662 | $1.1M |
| BCS Wealth Management | 0.11% | Add +66.6% | 50,604 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +5625.1% | 50,553 | $1.1M |
| Curbstone Financial Management Corp | 0.20% | No change | 49,332 | $1.0M |
| IFP Advisors, Inc | 0.02% | Add +20.4% | 49,120 | $1.0M |
| Bleakley Financial Group, LLC | 0.02% | Add +4.0% | 49,054 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 48,934 | $1.0M |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -12.1% | 46,436 | $990K |
| Yoder Wealth Management, Inc. | 0.44% | Add +38.5% | 46,593 | $973K |
| Bestgate Wealth Advisors, LLC | 1.67% | Reduce -3.8% | 45,397 | $948K |
| Cooke Wealth Management, LLC | 0.82% | — | 43,765 | $940K |
| SigFig Wealth Management, LLC | 0.03% | Add +14.8% | 44,637 | $936K |
| North Forty Two & Co. | 0.86% | Reduce -1.4% | 43,824 | $915K |
| Comprehensive Money Management Services LLC | 0.62% | Add +0.6% | 43,379 | $906K |
| Stifel Financial Corp. | 0.00% | Add +12.1% | 42,741 | $893K |
| Citigroup Inc. | 0.00% | Add +168.9% | 42,285 | $883K |
| Winthrop Capital Management, LLC | 0.21% | Add +0.1% | 42,191 | $881K |
| Gradient Capital Advisors, LLC | 0.22% | Reduce -0.6% | 41,777 | $873K |
| Atlas Capital Advisors Inc. | 0.10% | — | 41,269 | $862K |
| Russell Investments Group, Ltd. | 0.00% | Add +325.4% | 40,856 | $853K |
| Farther Finance Advisors, LLC | 0.01% | Add +21.0% | 40,173 | $839K |
| Parkside Financial Bank & Trust | 0.06% | Add +6.8% | 39,766 | $831K |
| Murphy & Mullick Capital Management Corp | 0.60% | Reduce -4.3% | 39,751 | $830K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -4.7% | 39,441 | $824K |
| &partners | 0.00% | New | 38,965 | $814K |
| Captrust Financial Advisors | 0.00% | Add +36.8% | 37,294 | $779K |
| Bank of New York Mellon Corp | 0.00% | Add +6.6% | 36,446 | $761K |
| Fund Evaluation Group, LLC | 0.03% | Reduce -2.7% | 36,314 | $759K |
| RCW Management, LLC | 0.76% | — | 35,897 | $750K |
| Foster Group, Inc. | 0.02% | Add +12.2% | 35,321 | $738K |
| Wakefield Asset Management LLLP | 0.20% | Add +0.3% | 35,179 | $735K |
| WT Wealth Management | 0.21% | Add +2.1% | 35,096 | $733K |
| WealthShield Partners, LLC | 0.08% | Reduce -0.2% | 34,896 | $729K |
| Liberty Capital Management, Inc. | 0.14% | Add +13.3% | 34,703 | $725K |
| Roble, Belko & Company, Inc | 0.09% | Reduce -8.9% | 34,645 | $724K |
| Christensen, King & Associates Investment Services, Inc. | 0.30% | Reduce -1.3% | 33,918 | $709K |
| IF Advisors, LLC | 0.56% | — | 32,945 | $688K |
| Mission Wealth Management, LP | 0.01% | Reduce -6.0% | 32,918 | $688K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -1.1% | 32,864 | $687K |
| Juncture Wealth Strategies, LLC | 0.22% | Reduce -3.7% | 32,174 | $672K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -0.1% | 32,087 | $670K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -5.3% | 31,500 | $658K |
| Odyssey Capital Advisors, Inc. | 0.58% | — | 31,292 | $654K |
| Focus Financial Network, Inc. | 0.02% | Reduce -4.0% | 30,933 | $646K |
| Vanguard Group Inc. | 0.00% | Add +13.4% | 30,822 | $644K |
| Integral Investment Advisors, Inc. | 0.16% | Reduce -10.8% | 30,657 | $640K |
| Droms Strauss Advisors Inc. /Mo/ | 0.17% | Add +14.2% | 30,332 | $634K |
| Evergreen Capital Management LLC | 0.01% | No change | 29,959 | $626K |
| Clear Retirement Advice LLC | 0.48% | — | 28,536 | $618K |
| Roundview Capital LLC | 0.04% | Reduce -0.3% | 28,772 | $601K |
| Prospect Financial Group LLC | 0.55% | Add +6.0% | 28,521 | $596K |
| Parallel Advisors, LLC | 0.01% | Add +0.6% | 28,476 | $595K |
| Dorato Capital Management | 0.44% | — | 27,294 | $586K |
| Waverly Advisors, LLC | 0.00% | Add +13.3% | 27,641 | $577K |
| Quantinno Capital Management LP | 0.00% | New | 27,638 | $577K |
| Natixis Advisors, LLC | 0.00% | Reduce -3.2% | 27,550 | $576K |
| Simplicity Wealth,LLC | 0.03% | Add +23.1% | 27,284 | $570K |
| Compound Planning, Inc. | 0.02% | Reduce -95.8% | 26,522 | $554K |
| Valued Wealth Advisors LLC | 0.24% | Reduce -1.9% | 26,012 | $543K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Add +6.3% | 25,857 | $540K |
| Park Avenue Securities LLC | 0.00% | Add +61.7% | 25,844 | $540K |
| Carrera Capital Advisors | 0.09% | Add +1.0% | 25,804 | $539K |
| Greenwood Capital Associates LLC | 0.06% | Add +7.3% | 25,662 | $536K |
| Medallion Wealth Advisors, LLC | 0.18% | Add +11.2% | 25,427 | $531K |
| Bigelow Investment Advisors, LLC | 0.21% | Add +2.0% | 25,250 | $527K |
| Lodestar Private Asset Management LLC | 0.05% | Add +3.9% | 25,115 | $525K |
| M Wealth Management, LLC | 0.45% | Reduce -16.6% | 24,980 | $522K |
| Human Investing LLC | 0.07% | Add +1.2% | 24,891 | $520K |
| PFG Advisors | 0.03% | Add +62.9% | 24,721 | $516K |
| Bluestem Financial Advisors, LLC | 0.20% | Reduce -0.1% | 24,609 | $514K |
| Interactive Financial Advisors, Inc. | 0.33% | Reduce -16.3% | 24,167 | $505K |
| Watershed Private Wealth LLC | 0.15% | No change | 24,078 | $503K |
| Friedenthal Financial | 0.26% | Reduce -4.3% | 24,015 | $502K |
| Natixis | 0.00% | Add +2.0% | 23,601 | $496K |
| Bailard, Inc. | 0.01% | Reduce -1.4% | 23,631 | $494K |
| Everhart Financial Group, Inc. | 0.05% | Reduce -15.6% | 23,415 | $489K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.2% | 23,389 | $489K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.08% | Reduce -20.0% | 22,551 | $471K |
| Menora Mivtachim Holdings LTD. | 0.00% | New | 22,500 | $470K |
| IVC Wealth Advisors LLC | 0.20% | Add +1.1% | 22,254 | $465K |
| XY Planning Network, Inc. | 0.08% | New | 22,040 | $460K |
| RFG Advisory, LLC | 0.01% | Reduce -73.8% | 22,023 | $460K |
| Rakuten Investment Management, Inc. | 0.00% | No change | 21,420 | $459K |
| OneAscent Financial Services LLC | 0.04% | Add +39.9% | 21,879 | $457K |
| Lee Financial Co | 0.06% | Reduce -0.4% | 21,545 | $450K |
| Stableford Capital II LLC | 0.16% | Reduce -2.0% | 21,510 | $449K |
| Sei Investments Co. | 0.00% | New | 21,371 | $446K |
| Luts & Greenleigh Group, Inc. | 0.38% | No change | 21,200 | $443K |
| Portland Financial Advisors Inc | 0.93% | No change | 21,000 | $439K |
| Discipline Wealth Solutions, LLC | 0.08% | Add +1.1% | 20,962 | $438K |
| Aegis Wealth Management LLC | 0.25% | Add +1.7% | 20,901 | $437K |
| Capital Insight Partners, LLC | 0.09% | Reduce -31.7% | 20,449 | $427K |
| Commerce Bank | 0.00% | Reduce -9.4% | 20,436 | $427K |
| Fifth Third Securities, Inc. | 0.03% | Add +2.0% | 20,334 | $425K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.9% | 20,062 | $419K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | Reduce -19.7% | 19,314 | $415K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 19,850 | $414K |
| AlphaCore Capital LLC | 0.01% | Reduce -8.6% | 19,746 | $412K |
| Trivium Point Advisory, LLC | 0.04% | Add +28.8% | 19,727 | $412K |
| Brooklyn Investment Group | 0.02% | New | 19,457 | $409K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.0% | 19,546 | $408K |
| Nwam LLC | 0.02% | Reduce -1.5% | 19,452 | $407K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -56.3% | 19,485 | $407K |
| Cordant, Inc. | 0.17% | Reduce -0.4% | 19,364 | $405K |
| Fonville Wealth Management LLC | 0.08% | Reduce -0.6% | 19,002 | $397K |
| WBH Advisory Inc. | 0.03% | Reduce -3.3% | 18,929 | $395K |
| Rialto Wealth Management, LLC | 0.09% | Add +54.5% | 18,819 | $393K |
| Allworth Financial LP | 0.00% | Reduce -27.6% | 18,742 | $392K |
| Fort Point Capital Partners LLC | 0.05% | No change | 17,834 | $385K |
| Northern Trust Corp. | 0.00% | Add +36.7% | 18,405 | $384K |
| Bangor Savings Bank | 0.03% | Reduce -6.4% | 18,381 | $384K |
| Hardin Capital Partners, LLC | 0.18% | Add +0.1% | 18,338 | $383K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -12.6% | 17,201 | $378K |
| Lederer & Associates Investment Counsel | 0.25% | Reduce -65.4% | 17,984 | $376K |
| Blueline Advisors LLC | 0.31% | — | 17,997 | $376K |
| Heritage Financial Services, LLC | 0.03% | Reduce -3.4% | 17,836 | $373K |
| Creative Financial Designs Inc. | 0.02% | Add +5.1% | 17,709 | $370K |
| Whelan Financial | 0.11% | Reduce -4.3% | 17,493 | $365K |
| Ariadne Wealth Management, LP | 0.15% | Add +8.5% | 16,223 | $365K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 17,410 | $364K |
| Western Wealth Management, LLC | 0.02% | Add +1.8% | 17,323 | $362K |
| CWA Asset Management Group, LLC | 0.01% | Add +0.4% | 16,949 | $354K |
| Laraway Financial Advisors Inc | 0.23% | Add +0.0% | 16,857 | $352K |
| Waterloo Capital, L.P. | 0.03% | Reduce -24.3% | 16,584 | $346K |
| United Advisor Group, LLC | 0.04% | Add +42.0% | 16,503 | $345K |
| Phocas Financial Corp. | 0.04% | No change | 16,411 | $343K |
| Thompson Investment Management, Inc. | 0.04% | Add +5.7% | 16,350 | $342K |
| Keystone Global Partners, LLC | 0.15% | Reduce -0.0% | 16,285 | $340K |
| Root Financial Partners, LLC | 0.02% | Reduce -31.8% | 16,200 | $338K |
| Pine Haven Investment Counsel, Inc | 0.24% | Add +34.5% | 16,126 | $337K |
| Elser Financial Planning, Inc | 0.24% | Reduce -14.2% | 16,109 | $337K |
| Savant Capital, LLC | 0.00% | Reduce -7.8% | 15,946 | $333K |
| VSM Wealth Advisory, LLC | 0.10% | Reduce -5.9% | 15,935 | $333K |
| Strata Wealth Advisors, LLC | 0.09% | No change | 15,819 | $330K |
| Koshinski Asset Management, Inc. | 0.02% | Add +3.7% | 15,490 | $324K |
| Savvy Advisors, Inc. | 0.01% | New | 15,402 | $322K |
| Cahill Financial Advisors Inc. | 0.04% | Add +1.0% | 15,397 | $322K |
| Facet Wealth, Inc. | 0.01% | Add +51.2% | 15,102 | $318K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +1.1% | 14,845 | $310K |
| Values Added Financial LLC | 0.13% | Reduce -9.0% | 14,766 | $308K |
| Red Door Wealth Management, LLC | 0.03% | Reduce -4.9% | 14,738 | $308K |
| M Holdings Securities, Inc. | 0.02% | New | 14,712 | $307K |
| Rinkey Investments | 0.08% | No change | 14,560 | $304K |
| Alpha Omega Wealth Management LLC | 0.05% | Add +0.0% | 14,500 | $303K |
| AQR Capital Management | 0.00% | Add +0.3% | 14,367 | $300K |
| Quantbot Technologies LP | 0.01% | New | 14,318 | $299K |
| Aurora Investment Managers, LLC. | 0.17% | Add +0.0% | 14,039 | $293K |
| Rothschild Wealth LLC | 0.03% | Add +6.5% | 13,492 | $282K |
| Poinciana Advisors Group, LLC | 0.22% | Add +24.8% | 13,459 | $281K |
| Websterrogers Financial Advisors, LLC | 0.08% | Reduce -8.1% | 13,405 | $280K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -44.7% | 13,329 | $278K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -41.8% | 13,292 | $278K |
| Piscataqua Savings Bank | 0.19% | New | 13,196 | $276K |
| LCW Services, LLC | 0.15% | — | 13,131 | $274K |
| Cwm, LLC | 0.00% | Add +23.5% | 13,094 | $274K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -77.7% | 12,931 | $270K |
| Certuity, LLC | 0.02% | Reduce -56.6% | 12,811 | $268K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 12,658 | $264K |
| Atria Investments, Inc | 0.00% | Reduce -54.1% | 12,573 | $263K |
| FF Advisors,LLC | 0.11% | Reduce -3.2% | 12,346 | $258K |
| Allen Capital Group, LLC | 0.02% | Reduce -9.9% | 12,256 | $256K |
| Cambridge Advisors Inc. | 0.05% | Reduce -6.4% | 12,249 | $256K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -1.1% | 12,217 | $255K |
| Cypress Financial Planning LLC | 0.07% | Reduce -11.0% | 11,979 | $252K |
| Integrated Advisors Network LLC | 0.01% | Reduce -31.6% | 11,785 | $246K |
| Jacobs Equity LLC | 0.24% | — | 11,707 | $245K |
| Embree Financial Group | 0.03% | Reduce -5.9% | 11,694 | $244K |
| CAP Partners, LLC | 0.14% | Add +0.7% | 11,693 | $244K |
| One Charles Private Wealth Services, LLC | 0.06% | New | 11,621 | $243K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -25.0% | 11,579 | $242K |
| Downshift Financial, LLC | 0.15% | — | 11,086 | $240K |
| Moss Adams Wealth Advisors LLC | 0.02% | No change | 11,307 | $236K |
| Founders Financial Securities LLC | 0.01% | New | 11,222 | $234K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 11,165 | $233K |
| Lewis Asset Management, LLC | 0.09% | Add +1.3% | 11,022 | $230K |
| Howe & Rusling Inc. | 0.02% | Add +1133.2% | 10,938 | $228K |
| IFG Advisory, LLC | 0.01% | Add +1.3% | 10,892 | $228K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -58.0% | 10,922 | $227K |
| Swmg, LLC | 0.06% | Add +4.8% | 10,212 | $224K |
| Skyline Advisors, Inc. | 0.07% | No change | 10,736 | $224K |
| Bridgewater Advisors Inc. | 0.01% | Reduce -4.5% | 10,235 | $220K |
| Paladin Advisory Group, LLC | 0.16% | Add +7272.7% | 10,543 | $220K |
| REDW Wealth LLC | 0.08% | Reduce -15.3% | 10,506 | $219K |
| Bank of Montreal | 0.00% | Add +3760.7% | 10,501 | $219K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -11.5% | 10,490 | $219K |
| KRM Wealth Management L.L.C. | 0.12% | — | 10,470 | $219K |
| Garde Capital, Inc. | 0.01% | Reduce -14.3% | 10,270 | $215K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 10,250 | $214K |
| MIdWestOne Financial Group, Inc. | 0.02% | No change | 10,244 | $214K |
| Glenmede Trust Co. NA | 0.00% | — | 10,017 | $209K |
| Palisades Hudson Asset Management, L.P. | 0.08% | Add +4.1% | 9,948 | $208K |
| Invst, LLC | 0.02% | Reduce -13.2% | 9,952 | $208K |
| MidFirst Bank | 0.02% | — | 9,877 | $206K |
| First National Bank of Omaha | 0.01% | New | 9,824 | $205K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -62.2% | 9,796 | $205K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 9,792 | $205K |
| Wilkins Miller Wealth Management, LLC | 0.12% | New | 9,721 | $203K |
| AdvisorNet Financial, Inc | 0.01% | Add +4.1% | 9,703 | $203K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.2% | 9,615 | $201K |
| Godfrey Financial Associates, Inc. | 0.17% | — | 9,539 | $199K |
| Larson Financial Group LLC | 0.01% | Reduce -3.9% | 8,794 | $184K |
| Private Wealth Asset Management, LLC | 0.02% | Add +92.5% | 8,547 | $179K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.8% | 7,294 | $152K |
| AE Wealth Management LLC | 0.00% | Add +20.5% | 6,975 | $146K |
| JDM Financial Group LLC | 0.05% | Reduce -17.7% | 6,530 | $136K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,516 | $136K |
| Capital Analysts, LLC | 0.00% | Add +24.3% | 6,244 | $131K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -23.8% | 6,139 | $128K |
| LGT Financial Advisors LLC | 0.78% | No change | 6,096 | $127K |
| Smallwood Wealth Investment Management, LLC | 0.07% | Reduce -3.4% | 6,008 | $126K |
| Blair William & Co. | 0.00% | Add +12.2% | 5,809 | $121K |
| Indiana Trust & Investment Management Co | 0.04% | Reduce -8.4% | 5,683 | $119K |
| MJT & Associates Financial Advisory Group, Inc. | 0.08% | Reduce -4.8% | 5,152 | $108K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 4,970 | $104K |
| Birchwood Financial Partners, Inc. | 0.10% | — | 4,729 | $99K |
| Three Bearings Fiduciary Advisors, Inc. | 0.09% | — | 4,469 | $96K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +25.1% | 4,561 | $95K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -39.8% | 4,495 | $94K |
| DV Trading LLC | 0.01% | — | 4,470 | $93K |
| Private Trust Co. NA | 0.01% | No change | 3,734 | $78K |
| Comerica Bank | 0.00% | Reduce -32.5% | 3,618 | $76K |
| CENTRAL TRUST Co | 0.00% | Reduce -35.8% | 3,523 | $74K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.1% | 3,461 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.8% | 3,414 | $71K |
| Front Row Advisors LLC | 0.02% | Add +0.0% | 3,286 | $69K |
| Blume Capital Management, Inc. | 0.01% | Reduce -8.5% | 3,230 | $67K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -20.2% | 3,220 | $67K |
| Citizens National Bank Trust Department | 0.01% | No change | 3,023 | $63K |
| Lanark Financial, Inc. | 0.00% | Add +163.2% | 2,935 | $61K |
| New Republic Capital, LLC | 0.02% | New | 2,880 | $60K |
| Covestor Ltd | 0.03% | Add +10.2% | 2,842 | $59K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2,765 | $58K |
| Meramec Financial Planners, LLC | 0.02% | — | 2,511 | $55K |
| Harbour Investments, Inc. | 0.00% | Reduce -20.3% | 2,516 | $53K |
| Hoey Investments, Inc. | 0.01% | No change | 2,460 | $51K |
| Grey Ledge Advisors, LLC | 0.01% | Add +6.6% | 1,968 | $41K |
| CVA Family Office, LLC | 0.00% | Add +0.1% | 1,951 | $41K |
| Gables Capital Management Inc. | 0.02% | No change | 1,908 | $40K |
| Ancora Advisors LLC | 0.00% | Reduce -62.6% | 1,851 | $39K |
| Fifth Third Bancorp | 0.00% | Add +13.2% | 1,848 | $39K |
| Arax Advisory Partners | 0.00% | New | 1,840 | $38K |
| Bravera Wealth | 0.02% | — | 1,755 | $37K |
| SRH Advisors, LLC | 0.01% | Reduce -36.5% | 1,659 | $35K |
| Signaturefd, LLC | 0.00% | Add +1.0% | 1,589 | $33K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,536 | $32K |
| Independence Bank of Kentucky | 0.00% | Reduce -38.9% | 1,419 | $30K |
| Crewe Advisors LLC | 0.00% | No change | 1,402 | $29K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,266 | $26K |
| Webster Bank, N. A. | 0.00% | No change | 1,212 | $25K |
| Asset Dedication, LLC | 0.00% | No change | 1,205 | $25K |
| Gilpin Wealth Management, LLC | 0.02% | — | 1,200 | $25K |
| Horizon Investments, LLC | 0.00% | New | 1,189 | $25K |
| Armor Investment Advisors, LLC | 0.01% | Reduce -26.3% | 1,152 | $24K |
| SHP Wealth Management | 0.00% | — | 1,118 | $23K |
| Tompkins Financial Corp. | 0.00% | No change | 1,106 | $23K |
| McIlrath & Eck, LLC | 0.00% | Add +21.7% | 1,070 | $22K |
| Financial Consulate, Inc. | 0.00% | Add +39.5% | 1,035 | $22K |
| Abound Wealth Management | 0.00% | Add +3.4% | 985 | $21K |
| Pacific Center for Financial Services | 0.01% | No change | 929 | $20K |
| Cordgrass Capital Advisors, LLC | 0.00% | Add +2090.7% | 942 | $20K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.3% | 898 | $19K |
| Fairway Wealth LLC | 0.00% | Reduce -5.6% | 870 | $18K |
| SageView Advisory Group, LLC | 0.00% | New | 842 | $18K |
| Franklin Resources Inc. | 0.00% | New | 824 | $17K |
| PFC Capital Group, Inc. | 0.01% | New | 856 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 775 | $16K |
| Noble Wealth Management PBC | 0.01% | Reduce -22.1% | 766 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -41.3% | 745 | $16K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +24.4% | 735 | $15K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 733 | $15K |
| Bullock Wealth Management Group | 0.01% | — | 729 | $15K |
| Investors Research Corp | 0.00% | No change | 720 | $15K |
| Brown Brothers Harriman & Co. | 0.00% | New | 708 | $15K |
| Bfsg, LLC | 0.00% | Add +48.0% | 648 | $14K |
| Reflection Asset Management | 0.01% | — | 644 | $13K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 637 | $13K |
| Golden State Wealth Management, LLC | 0.00% | No change | 621 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +1588.6% | 591 | $12K |
| CX Institutional | 0.00% | Add +1.0% | 586 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 557 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +0.8% | 534 | $11K |
| CDKV Holdings LLC | 0.01% | — | 532 | $11K |
| Activest Wealth Management | 0.00% | New | 530 | $11K |
| Aventura Private Wealth, LLC | 0.00% | No change | 524 | $11K |
| EFG International AG | 0.00% | — | 500 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 456 | $10K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -11.2% | 446 | $9K |
| Evolution Advisers, Inc. | 0.00% | New | 457 | $9K |
| Bessemer Group Inc. | 0.00% | No change | 432 | $9K |
| Optima Capital LLC | 0.00% | New | 427 | $9K |
| Bellevue Asset Management, LLC | 0.00% | Add +0.5% | 425 | $9K |
| Caldwell Trust Co | 0.00% | No change | 424 | $9K |
| Lodestone Wealth Management LLC | 0.00% | New | 410 | $9K |
| Bogart Wealth, LLC | 0.00% | Add +107.4% | 394 | $8K |
| Tidemark, LLC | 0.00% | Add +92.7% | 393 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -18.0% | 370 | $8K |
| Key Financial Inc | 0.00% | Add +1.1% | 385 | $8K |
| Valley National Advisers Inc. | 0.00% | Reduce -0.9% | 417 | $8K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 365 | $8K |
| REAP Financial Group, LLC | 0.00% | Add +1.1% | 357 | $7K |
| MCF Advisors LLC | 0.00% | Reduce -13.8% | 356 | $7K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 304 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 357 | $7K |
| Smithfield Trust Co | 0.00% | No change | 312 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.9% | 328 | $7K |
| PFS Partners, LLC | 0.00% | No change | 323 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 296 | $6K |
| Triumph Capital Management | 0.00% | New | 292 | $6K |
| Phillips Financial Management, LLC | 0.00% | New | 286 | $6K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 277 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | Add +0.8% | 255 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 250 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 242 | $5K |
| Tsfg, LLC | 0.00% | No change | 228 | $5K |
| Red Reef Advisors LLC | 0.01% | — | 239 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 235 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 230 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 224 | $5K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +0.9% | 213 | $5K |
| Horrell Capital Management, Inc. | 0.00% | No change | 220 | $5K |
| Chesapeake Asset Management LLC | 0.00% | Reduce -62.6% | 199 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +1.0% | 194 | $4K |
| Spire Wealth Management | 0.00% | Add +179.7% | 193 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 185 | $4K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 184 | $4K |
| Integrity Financial Corp | 0.00% | No change | 182 | $4K |
| Sachetta, LLC | 0.00% | No change | 156 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | Add +13.8% | 148 | $3K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 131 | $3K |
| Sellwood Investment Partners LLC | 0.00% | No change | 142 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 137 | $3K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 122 | $3K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -94.9% | 122 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 121 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 120 | $3K |
| Atomic Invest LLC | 0.00% | — | 115 | $2K |
| IMA Advisory Services, Inc. | 0.00% | No change | 116 | $2K |
| Archer Investment Corp | 0.00% | Reduce -15.6% | 114 | $2K |
| ORG Partners LLC | 0.00% | No change | 113 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 112 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | — | 109 | $2K |
| Estate Planners Group, LLC | 0.00% | — | 106 | $2K |
| Essential Partners LLC | 0.00% | Add +105.9% | 105 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -62.4% | 102 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | Add +81.8% | 100 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | New | 98 | $2K |
| Harbor Asset Planning, Inc. | 0.00% | New | 87 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 85 | $2K |
| City State Bank | 0.00% | No change | 85 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -85.7% | 80 | $2K |
| Atmos Advisory, LLC | 0.00% | No change | 78 | $2K |
| Team Financial Group, LLC | 0.00% | No change | 73 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 70 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 67 | $1K |
| 1 North Wealth Services LLC | 0.00% | No change | 63 | $1K |
| Prosperity Bancshares Inc | 0.00% | — | 62 | $1K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 61 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | New | 43 | $899 |
| Solstein Capital, LLC | 0.00% | No change | 40 | $836 |
| MTM Investment Management, LLC | 0.00% | No change | 39 | $815 |
| Quent Capital, LLC | 0.00% | New | 35 | $731 |
| Game Plan Financial Advisors, LLC | 0.00% | Add +17.2% | 34 | $710 |
| Dunhill Financial, LLC | 0.00% | No change | 26 | $543 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 24 | $507 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -55.6% | 24 | $501 |
| Robinswood Financial LLC | 0.00% | No change | 22 | $462 |
| TD Private Client Wealth LLC | 0.00% | No change | 22 | $460 |
| Westside Investment Management, Inc. | 0.00% | Reduce -95.3% | 20 | $418 |
| Clayton Financial Group LLC | 0.00% | New | 16 | $335 |
| McGuire Capital Advisors Inc. | 0.00% | — | 16 | $334 |
| Financial Management Professionals, Inc. | 0.00% | No change | 16 | $334 |
| Graney & King, LLC | 0.00% | No change | 14 | $288 |
| Wagner Wealth Management, LLC | 0.00% | Add +7.7% | 14 | $284 |
| Camelot Portfolios, LLC | 0.00% | New | 12 | $251 |
| NBT Bank, N.A. | 0.00% | New | 21 | $251 |
| Networth Advisors, LLC | 0.00% | — | 11 | $230 |
| Creative Capital Management Investments LLC | 0.00% | New | 9 | $188 |
| Chapman Financial Group, LLC | 0.00% | No change | 7 | $147 |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -66.7% | 6 | $126 |
| Tucker Asset Management LLC | 0.00% | No change | 2 | $42 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 2 | $42 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $40 |
| Kings Path Partners LLC | 0.00% | No change | 1 | $18 |
| Cambient Family Office, LLC | 0.00% | — | 1 | $13 |
| Avion Wealth | 0.00% | No change | 20 | $0 |
"% of holder's portfolio" is SCHH's weight in each manager's 13F, not the share of Schwab US REIT ETF the manager owns.