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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
251
Shearwater Capital
Colorado
$971K +$137 +6 +0.3%
JWS
252
Juncture Wealth Strategies
Arizona
$964K +$146K +6,404 +18%
VA
253
Valmark Advisers
Ohio
$946K +$322K +14,132 +52%
IWM
254
IHT Wealth Management
Illinois
$933K -$55K -2,418 -6%
CIC
255
Cutler Investment Counsel
Oregon
$924K +$364K +15,980 +65%
BTWM
256
Baker Tilly Wealth Management
Wisconsin
$908K -$69.5K -3,052 -7%
OFS
257
Oldfather Financial Services
Nebraska
$896K -$11.8K -518 -1%
PCA
258
Personal Capital Advisors
California
$895K -$30.6K -1,344 -3%
SFS
259
Sowell Financial Services
Arkansas
$891K +$123K +5,408 +16%
LIM
260
Lathrop Investment Management
Arkansas
$883K -$5.33K -234 -0.6%
TF
261
TimeScale Financial
Massachusetts
$878K +$46 +2 +0%
PWMG
262
Prestige Wealth Management Group
New Jersey
$864K +$497K +21,830 +136%
SWM
263
Stockman Wealth Management
Montana
$855K +$30.1K +1,320 +4%
OWM
264
Opes Wealth Management
California
$843K -$307K -13,488 -27%
RPG
265
Resource Planning Group
Georgia
$834K +$832K +36,540 New
NDSI
266
Newman Dignan & Sheerar Inc
Rhode Island
$834K -$262K -11,492 -24%
WFA
267
Wade Financial Advisory
California
$820K -$30.7K -1,350 -4%
LCM
268
Liberty Capital Management
Michigan
$820K +$79.6K +3,496 +11%
LWM
269
Ledge Wealth Management
Minnesota
$811K -$1.28M -56,340 -61%
PFA
270
Pinnacle Family Advisors
Missouri
$805K -$31.7K -1,394 -4%
AG
271
Ascent Group
Virginia
$794K +$195K +8,576 +33%
SIAG
272
Signet Investment Advisory Group
Rhode Island
$783K -$3.51K -154 -0.4%
PA
273
Parallel Advisors
California
$780K +$45.7K +2,006 +6%
BC
274
Bowman & Company
Wisconsin
$764K +$252K +11,054 +49%
BRWA
275
B. Riley Wealth Advisors
Florida
$761K -$317K -13,918 -29%
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