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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
251
Avion Wealth
Texas
$1.5M +$232K +10,023 +18%
PAG
252
Private Advisor Group
New Jersey
$1.5M +$38.9K +1,684 +3%
FF
253
Farnam Financial
Arizona
$1.49M +$110K +4,763 +8%
BWM
254
Blossom Wealth Management
California
$1.49M +$148K +6,389 +11%
CCFM
255
Clear Creek Financial Management
Washington
$1.49M +$102K +4,397 +7%
CAG
256
Csenge Advisory Group
Florida
$1.48M -$2.56M -110,833 -63%
OC
257
Optima Capital
Oregon
$1.48M +$1.5M +65,021 New
HIF
258
Hill Island Financial
Michigan
$1.47M +$28.6K +1,236 +2%
SPL
259
Smart Portfolios LLC
Washington
$1.46M – – –
MCM
260
Mendel Capital Management
Arkansas
$1.45M -$125K -5,417 -8%
SIM
261
Sterling Investment Management
Arizona
$1.43M +$90.6K +3,921 +7%
WIA
262
World Investment Advisors
California
$1.42M -$31.4K -1,358 -2%
SFMG
263
Sage Financial Management Group
Virginia
$1.41M -$323K -13,992 -18%
AWC
264
Adamsbrown Wealth Consultants
Kansas
$1.41M +$88K +3,811 +7%
AWA
265
Alaska Wealth Advisors
Alaska
$1.41M +$78.7K +3,406 +6%
VAF
266
Values Added Financial
District of Columbia
$1.4M +$1.43M +61,693 New
SWA
267
Stratos Wealth Advisors
Ohio
$1.37M +$103K +4,437 +8%
TCA
268
Transcend Capital Advisors
New Jersey
$1.36M -$93.6K -4,050 -6%
EAM
269
Empirical Asset Management
Massachusetts
$1.36M +$214K +9,261 +18%
OFS
270
OMC Financial Services
New York
$1.35M -$32.3K -1,400 -2%
LA
271
LexAurum Advisors
Kansas
$1.35M +$20.9K +903 +2%
MCM
272
MAI Capital Management
Ohio
$1.34M +$1.36M +58,872 New
ISFAN
273
Investor's Fiduciary Advisor Network
Washington
$1.33M +$1.35M +58,647 New
KFS
274
Kaizen Financial Strategies
California
$1.32M +$997K +43,154 +285%
GLLW
275
Graves Light Lenhart Wealth
Virginia
$1.32M -$94.9K -4,108 -7%
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