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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
251
Sterling Investment Management
Arizona
$1.53M +$67.2K +2,933 +5%
FF
252
Farnam Financial
Arizona
$1.53M +$5.38K +235 +0.4%
AW
253
Avion Wealth
Texas
$1.5M – – –
SPL
254
Smart Portfolios LLC
Washington
$1.49M – – –
MCM
255
Mendel Capital Management
Arkansas
$1.48M +$160 +7 +0%
CAG
256
Csenge Advisory Group
Florida
$1.47M -$26.6K -1,162 -2%
SFMG
257
Sage Financial Management Group
Virginia
$1.43M -$4.9K -214 -0.3%
TCA
258
Transcend Capital Advisors
New Jersey
$1.42M +$29.6K +1,293 +2%
ISFAN
259
Investor's Fiduciary Advisor Network
Washington
$1.41M +$52.1K +2,274 +4%
AWC
260
Adamsbrown Wealth Consultants
Kansas
$1.41M -$29K -1,268 -2%
SFA
261
Seneca Financial Advisors
New York
$1.38M +$100K +4,372 +8%
OFS
262
OMC Financial Services
New York
$1.38M -$4.58K -200 -0.3%
MCM
263
MAI Capital Management
Ohio
$1.36M -$6.21K -271 -0.5%
SWM
264
Stockman Wealth Management
Montana
$1.34M +$49.6K +2,167 +4%
SVWG
265
Shared Vision Wealth Group
United States
$1.34M +$20.9K +912 +2%
CFS
266
Coordinated Financial Services
Colorado
$1.32M +$168K +7,351 +15%
GLLW
267
Graves Light Lenhart Wealth
Virginia
$1.32M -$28.6K -1,249 -2%
PAG
268
Private Advisor Group
New Jersey
$1.31M -$216K -9,432 -14%
MWM
269
Modera Wealth Management
New Jersey
$1.3M +$10.7K +469 +0.8%
CTC
270
Central Trust Company
Missouri
$1.29M +$276K +12,050 +28%
HWP
271
Heritage Wealth Partners
Ohio
$1.28M +$1.27M +55,294 New
GS
272
GWN Securities
Florida
$1.27M +$1.26M +55,006 New
KJWM
273
Kiley Juergens Wealth Management
Washington
$1.26M +$192K +8,400 +18%
WAL
274
W Advisors LLC
Tennessee
$1.26M +$6.53K +285 +0.5%
OMC
275
Old Mission Capital
Illinois
$1.26M -$4.32M -188,796 -78%
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