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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
276
Twele Capital Management
Minnesota
$1.26M +$62.9K +2,706 +5%
CIC
277
Carnegie Investment Counsel
Ohio
$1.25M +$63K +2,711 +5%
WAL
278
W Advisors LLC
Tennessee
$1.25M -$5.79K -249 -0.5%
SAM
279
Smartleaf Asset Management
Massachusetts
$1.23M +$76K +3,273 +7%
MWM
280
Modera Wealth Management
New Jersey
$1.22M -$9.53K -410 -0.8%
MPIA
281
Milestones Private Investment Advisors
New York
$1.22M +$49K +2,109 +4%
SWM
282
SeaCrest Wealth Management
New York
$1.21M -$339K -14,575 -22%
AFP
283
Ausdal Financial Partners
Iowa
$1.19M +$147K +6,324 +14%
OFG
284
Orcam Financial Group
California
$1.19M +$4.23K +182 +0.4%
SAW
285
Signal Advisors Wealth
Michigan
$1.19M -$853K -36,717 -42%
BIG
286
Brookwood Investment Group
Arizona
$1.16M +$145K +6,242 +14%
GWM
287
GK Wealth Management
Nevada
$1.14M +$40.4K +1,737 +4%
MWA
288
Merkkuri Wealth Advisors
New York
$1.14M +$71.1K +3,062 +7%
RWM
289
Rialto Wealth Management
New York
$1.14M -$2.77M -119,057 -71%
HFO
290
Heritage Family Offices
Arizona
$1.13M -$23.1K -996 -2%
EWA
291
EverSource Wealth Advisors
Alabama
$1.12M +$825K +35,528 +290%
AIA
292
Aventus Investment Advisors
Florida
$1.12M -$81.5K -3,509 -7%
GWWM
293
Great Waters Wealth Management
Minnesota
$1.08M -$33.4K -1,438 -3%
CPIG
294
Chicago Partners Investment Group
Illinois
$1.07M +$271K +11,660 +35%
TCA
295
Transcend Capital Advisors
New Jersey
$1.07M -$7.53K -324 -0.7%
BAM
296
Belpointe Asset Management
Nevada
$1.05M +$1.04M +44,886 New
FCA
297
Fortis Capital Advisors
Kansas
$1.05M +$1.04M +44,886 New
HWM
298
Hobbs Wealth Management
Indiana
$1.05M +$46.7K +2,012 +5%
MCCP
299
Mission Creek Capital Partners
California
$996K -$11.8K -510 -1%
BWA
300
Burt Wealth Advisors
Maryland
$982K +$2.28K +98 +0.2%
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