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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
$1.5M -$68.1K -2,931 -4%
FF
252
Farnam Financial
Arizona
$1.47M +$7.53K +324 +0.5%
BWM
253
BCS Wealth Management
Tennessee
$1.45M +$195K +8,403 +16%
KF
254
K2 Financial
California
$1.45M +$230K +9,901 +19%
SWM
255
Stockman Wealth Management
Montana
$1.43M +$12.3K +530 +0.9%
MCA
256
MSH Capital Advisors
Arizona
$1.43M +$149K +6,406 +12%
AW
257
Avion Wealth
Texas
$1.42M -$81.1K -3,490 -5%
ISFAN
258
Investor's Fiduciary Advisor Network
Washington
$1.41M +$55.5K +2,390 +4%
SFA
259
Seneca Financial Advisors
New York
$1.4M +$3.04K +131 +0.2%
SFMG
260
Sage Financial Management Group
Virginia
$1.4M +$51.4K +2,213 +4%
BFA
261
Beacon Financial Advisory
Ohio
$1.39M +$34.3K +1,475 +3%
HWM
262
HB Wealth Management
Georgia
$1.39M -$110K -4,732 -7%
KJWM
263
Kiley Juergens Wealth Management
Washington
$1.39M +$97.7K +4,204 +8%
CMAI
264
Capital Management Associates Inc
Minnesota
$1.39M +$63.6K +2,738 +5%
EAM
265
Empirical Asset Management
Massachusetts
$1.39M +$29.6K +1,275 +2%
LA
266
LexAurum Advisors
Kansas
$1.38M -$691K -29,755 -34%
PAG
267
Private Advisor Group
New Jersey
$1.34M +$130K +5,612 +11%
HWA
268
HHM Wealth Advisors
Tennessee
$1.33M -$27.4K -1,181 -2%
WCM
269
WealthTrak Capital Management
Virginia
$1.33M +$229K +9,865 +21%
SVWG
270
Shared Vision Wealth Group
United States
$1.32M -$50.1K -2,156 -4%
GLLW
271
Graves Light Lenhart Wealth
Virginia
$1.32M -$12.9K -556 -1%
CFS
272
Coordinated Financial Services
Colorado
$1.32M -$44.8K -1,927 -3%
CTC
273
Central Trust Company
Missouri
$1.3M – – –
OFS
274
OMC Financial Services
New York
$1.3M -$31.4K -1,350 -2%
AWA
275
Arete Wealth Advisors
Illinois
$1.29M -$581 -25 -0%
9 10
11
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