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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
301
NWAM LLC
Washington
$607K +$228 +10 +0%
LHEI
302
Leo H. Evart Inc
California
$606K +$231K +10,164 +62%
VDI
303
Vaughan David Investments
Illinois
$604K -$683 -30 -0.1%
AAS
304
Ameritas Advisory Services
Nebraska
$601K +$124K +5,428 +26%
BAMG
305
Brand Asset Management Group
Missouri
$601K +$5.14K +226 +0.9%
PFA
306
Pure Financial Advisors
California
$601K -$374K -16,444 -38%
AFP
307
Ausdal Financial Partners
Iowa
$593K -$145K -6,372 -20%
HWM
308
HB Wealth Management
Georgia
$591K +$144K +6,340 +32%
SWA
309
Sightline Wealth Advisors
Connecticut
$587K -$165K -7,262 -22%
PAG
310
Private Advisor Group
New Jersey
$587K +$74.2K +3,258 +9%
AC
311
Abbrea Capital
California
$587K -$285K -12,510 -33%
CFGSD
312
Compass Financial Group (South Dakota)
South Dakota
$576K +$574K +25,214 New
DWP
313
Daymark Wealth Partners
Ohio
$570K +$568K +24,964 New
FW
314
FirstPurpose Wealth
Utah
$558K -$233K -10,222 -29%
CAN
315
Cetera Advisor Networks
California
$556K +$37.4K +1,642 +7%
LF
316
Lee Financial
Texas
$553K +$272K +11,942 +97%
IAP
317
Indie Asset Partners
Indiana
$552K +$45.5K +2,000 +9%
RGF
318
Retirement Guys Formula
Ohio
$549K -$90.2K -3,962 -14%
BG
319
Benedetti & Gucer
Georgia
$548K -$7.83K -344 -1%
LGG
320
Luts & Greenleigh Group
Maryland
$545K +$544K +23,896 New
DIS
321
Diversified Investment Strategies
Louisiana
$545K – – –
FCA
322
FLC Capital Advisors
California
$542K -$9.18M -403,096 -94%
PAG
323
Powers Advisory Group
Illinois
$538K -$14.1K -620 -3%
FWA
324
Freedom Wealth Alliance
Wisconsin
$533K +$532K +23,358 New
SAM
325
Sawgrass Asset Management
Florida
$533K -$251K -11,046 -32%
11 12
13
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