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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
226
Shearwater Capital
Colorado
$1.15M +$60.9K +2,252 New
CWM
227
Congress Wealth Management
Massachusetts
$1.12M +$1.13M +41,648 New
FNC
228
First National Corp
Massachusetts
$1.12M +$744K +27,510 +196%
LFA
229
Landmark Financial Advisors
Kentucky
$1.1M -$141K -5,206 -11%
OFS
230
Oldfather Financial Services
Nebraska
$1.1M +$88.5K +3,274 +8%
BSAM
231
Blue Square Asset Management
New York
$1.1M +$114K +4,228 +12%
WP
232
WealthPLAN Partners
Nebraska
$1.09M +$1.12M +41,476 New
PWMG
233
Prestige Wealth Management Group
New Jersey
$1.08M +$1.02M +37,794 +1,671%
BCM
234
Brookstone Capital Management
Illinois
$1.07M +$134K +4,964 +14%
AOWM
235
Alpha Omega Wealth Management
Virginia
$1.07M +$2K +74 +0.2%
EHAM
236
Eagle Harbor Asset Management
Washington
$1.05M +$1.46M +54,102 New
KAS
237
Kestra Advisory Services
Texas
$1.05M -$14.5M -535,060 -93%
BWM
238
Blossom Wealth Management
California
$1.05M +$166K +6,150 +19%
LIM
239
Lathrop Investment Management
Arkansas
$1.04M -$93.8K -3,470 -8%
PA
240
Parallel Advisors
California
$1.04M -$27.9K -1,032 -3%
LFS
241
Lutz Financial Services
Nebraska
$1.03M -$14.7K -544 -1%
BI
242
Blooom Inc
Kansas
$1.02M +$115K +4,260 +13%
EVC
243
Eidelman Virant Capital
Missouri
$995K – – –
FG
244
Fiduciary Group
Georgia
$994K -$12.9K -478 -1%
MWM
245
Maltin Wealth Management
New Jersey
$944K +$6.54K +242 +0.7%
GWM
246
Geneos Wealth Management
Colorado
$944K +$40.9K +1,512 +5%
EFS
247
Econ Financial Services
Pennsylvania
$944K +$1.48M +54,630 New
AC
248
Abbrea Capital
California
$941K +$943K +34,900 New
FW
249
FirstPurpose Wealth
Utah
$941K +$944K +34,916 New
AWE
250
Avidian Wealth Enterprises
Texas
$939K +$942K +34,842 New
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