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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
276
Beacon Financial Advisory
Ohio
$1.4M +$15.8K +673 +1%
ASN
277
Advisory Services Network
Georgia
$1.4M -$149K -6,339 -10%
CFS
278
Coordinated Financial Services
Colorado
$1.39M +$81.7K +3,481 +6%
RWM
279
Rialto Wealth Management
New York
$1.39M +$264K +11,230 +23%
SFA
280
Seneca Financial Advisors
New York
$1.39M -$3.08K -131 -0.2%
SWM
281
Sculati Wealth Management
Michigan
$1.38M +$549K +23,380 +65%
AW
282
Avion Wealth
Texas
$1.38M -$31K -1,322 -2%
CMAI
283
Capital Management Associates Inc
Minnesota
$1.38M -$8.2K -349 -0.6%
HWM
284
HB Wealth Management
Georgia
$1.34M -$41.7K -1,777 -3%
HFO
285
Heritage Family Offices
Arizona
$1.34M +$218K +9,276 +19%
SFMG
286
Sage Financial Management Group
Virginia
$1.33M -$59.6K -2,539 -4%
SAM
287
Smartleaf Asset Management
Massachusetts
$1.33M +$100K +4,269 +8%
VWM
288
Vermillion Wealth Management
Minnesota
$1.32M +$708K +30,141 +114%
GLLW
289
Graves Light Lenhart Wealth
Virginia
$1.31M -$4.04K -172 -0.3%
CTC
290
Central Trust Company
Missouri
$1.31M +$7K +298 +0.5%
NL
291
NWAM LLC
Washington
$1.31M -$1.1M -46,940 -46%
PAG
292
Private Advisor Group
New Jersey
$1.3M -$35K -1,490 -3%
WCM
293
WealthTrak Capital Management
Virginia
$1.3M -$27.2K -1,159 -2%
OFS
294
OMC Financial Services
New York
$1.29M – – –
TCM
295
Twele Capital Management
Minnesota
$1.28M +$25.3K +1,077 +2%
EAM
296
Empirical Asset Management
Massachusetts
$1.28M -$101K -4,305 -7%
SVWG
297
Shared Vision Wealth Group
United States
$1.27M -$36.9K -1,572 -3%
SWM
298
SeaCrest Wealth Management
New York
$1.26M +$50.9K +2,169 +4%
DF
299
Downshift Financial
Colorado
$1.23M +$1.23M +52,523 New
WAL
300
W Advisors LLC
Tennessee
$1.23M -$16.7K -712 -1%
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