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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
251
First National Corp
Massachusetts
$605K -$11.3K -402 -2%
CGFA
252
Colton Groome Financial Advisors
North Carolina
$598K +$81.6K +2,894 +16%
MWM
253
Mission Wealth Management
California
$597K -$193K -6,840 -24%
MI
254
Moneywise Inc
Virginia
$596K +$23.2K +822 +4%
OFS
255
Oldfather Financial Services
Nebraska
$579K +$395 +14 +0.1%
FTUS
256
Flow Traders U.S.
New York
$575K -$2.42M -85,716 -81%
TI
257
tru Independence
Oregon
$573K +$576K +20,436 New
CAG
258
Crestwood Advisors Group
Massachusetts
$563K +$3.55K +126 +0.6%
SFG
259
StrategIQ Financial Group
Indiana
$562K -$37.5K -1,330 -6%
ACG
260
Allen Capital Group
Nebraska
$561K +$28.1K +998 +5%
RWA
261
River Wealth Advisors
Pennsylvania
$558K +$63.3K +2,246 +13%
BAMG
262
Brand Asset Management Group
Missouri
$556K +$126K +4,450 +29%
CWM
263
Cabot Wealth Management
Massachusetts
$554K -$137K -4,856 -20%
FC
264
Financial Consulate
Maryland
$554K -$40.4K -1,432 -7%
DAS
265
Dynamic Advisor Solutions
Arizona
$550K +$186K +6,598 +51%
LWAC
266
Laurel Wealth Advisors (California)
California
$537K -$12.2K -434 -2%
HFA
267
HC Financial Advisors
California
$534K +$537K +19,030 New
DIS
268
Diversified Investment Strategies
Louisiana
$532K -$13K -460 -2%
BWA
269
BDO Wealth Advisors
Florida
$519K – – –
GRP
270
Global Retirement Partners
California
$519K +$90.7K +3,216 +21%
CFS
271
CRA Financial Services
New Jersey
$518K +$259K +9,178 +99%
FLA
272
Financial Life Advisors
Texas
$515K +$519K +18,392 New
CIC
273
Cutler Investment Counsel
Oregon
$505K +$2.88K +102 +0.6%
IDA
274
Intelligence Driven Advisers
California
$504K -$505K -17,890 -50%
H
275
HoyleCohen
California
$488K +$1.69K +60 +0.3%
9 10
11
12 13