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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
276
MSH Capital Advisors
Arizona
$1.26M +$352K +15,328 +39%
WAL
277
W Advisors LLC
Tennessee
$1.24M -$19.8K -861 -2%
BWM
278
BCS Wealth Management
Tennessee
$1.24M +$313K +13,643 +34%
PEA
279
Park Edge Advisors
Ohio
$1.23M +$128K +5,576 +12%
MWM
280
Modera Wealth Management
New Jersey
$1.22M -$79.2K -3,452 -6%
PAG
281
Private Advisor Group
New Jersey
$1.2M -$116K -5,066 -9%
AIA
282
Aventus Investment Advisors
Florida
$1.19M +$1.17M +51,167 New
TCM
283
Twele Capital Management
Minnesota
$1.19M -$16.3K -712 -1%
KF
284
K2 Financial
California
$1.18M +$164K +7,161 +16%
CIC
285
Carnegie Investment Counsel
Ohio
$1.17M +$71.7K +3,125 +7%
OFG
286
Orcam Financial Group
California
$1.17M -$22K -960 -2%
HF
287
HRT Financial
New York
$1.17M +$335K +14,582 +41%
NCM
288
Northwest Capital Management
Oregon
$1.17M -$2.13M -92,791 -65%
MPIA
289
Milestones Private Investment Advisors
New York
$1.16M +$1.15M +49,935 New
SAM
290
Smartleaf Asset Management
Massachusetts
$1.14M +$892K +38,884 +382%
HFO
291
Heritage Family Offices
Arizona
$1.13M – – –
GWWM
292
Great Waters Wealth Management
Minnesota
$1.1M +$111K +4,847 +11%
GWM
293
GK Wealth Management
Nevada
$1.09M +$482K +21,016 +81%
FA
294
Faithward Advisors
Pennsylvania
$1.09M -$40.1K -1,749 -4%
WCM
295
WealthTrak Capital Management
Virginia
$1.09M +$154K +6,728 +17%
HIF
296
Hill Island Financial
Michigan
$1.07M -$171K -7,451 -14%
TCA
297
Transcend Capital Advisors
New Jersey
$1.07M -$348K -15,160 -25%
MWA
298
Merkkuri Wealth Advisors
New York
$1.05M +$289K +12,616 +39%
TL
299
Tradewinds LLC
North Carolina
$1.05M +$1.04M +45,363 New
AFP
300
Ausdal Financial Partners
Iowa
$1.03M +$133K +5,806 +15%
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