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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
251
Resource Planning Group
Georgia
$675K -$59.3K -2,160 -8%
AWM
252
Apollon Wealth Management
South Carolina
$667K +$155K +5,632 +30%
OCM
253
One Capital Management
California
$660K -$14K -510 -2%
PFS
254
Prospera Financial Services
Texas
$659K -$41.3K -1,506 -6%
AP
255
Appleton Partners
Massachusetts
$653K -$3.18K -116 -0.5%
VVP
256
Venture Visionary Partners
Ohio
$644K -$271K -9,886 -29%
FG
257
Foster Group
Iowa
$641K +$55 +2 +0%
VCM
258
Vivaldi Capital Management
Illinois
$631K -$84.3K -3,070 -12%
TA
259
TrueWealth Advisors
Alabama
$631K -$3.95K -144 -0.6%
MSFS
260
Main Street Financial Solutions
Pennsylvania
$627K -$61.3K -2,234 -9%
MCC
261
Money Concepts Capital
Florida
$625K -$64.4K -2,346 -9%
BI
262
Blooom Inc
Kansas
$608K -$227K -8,256 -38%
MI
263
Moneywise Inc
Virginia
$604K -$8.35K -304 -1%
BCP
264
Blue Chip Partners
Michigan
$602K +$2.25K +82 +0.4%
CIC
265
Carnegie Investment Counsel
Ohio
$600K -$29K -1,056 -5%
HA
266
Harborview Advisors
Maine
$587K +$354K +12,908 +146%
TFA
267
Toth Financial Advisory
Virginia
$583K -$97.4K -3,548 -14%
CFS
268
CRA Financial Services
New Jersey
$579K -$19.5K -712 -3%
RW
269
REDW Wealth
New Mexico
$571K +$2.14K +78 +0.4%
CCA
270
Clearwater Capital Advisors
Illinois
$564K -$13.8M -504,434 -96%
KOC
271
Koss-Olinger Consulting
Florida
$562K +$572K +20,832 New
PAM
272
Peak Asset Management
Colorado
$561K -$101K -3,692 -15%
BFIC
273
Bedell Frazier Investment Counselling
California
$561K – – –
HWMG
274
Hurlow Wealth Management Group
Indiana
$548K -$6.37K -232 -1%
IAP
275
Indie Asset Partners
Indiana
$547K +$556K +20,268 New
9 10
11
12 13