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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
351
Southern Wealth Management
Texas
$236K +$1.08K +40 +0.5%
FM
352
Foster & Motley
Ohio
$234K -$4.38K -162 -2%
OWM
353
Orgel Wealth Management
Wisconsin
$233K – – –
PCMC
354
Private Capital Management (Colorado)
Colorado
$231K +$19K +702 +9%
CMA
355
Cedar Mountain Advisors
Oregon
$230K -$34.2K -1,268 -13%
PWA
356
Providence Wealth Advisors
Illinois
$230K -$17.6K -652 -7%
AWM
357
Aprio Wealth Management
Georgia
$230K +$229K +8,464 New
MWM
358
Meridian Wealth Management
Kentucky
$230K +$229K +8,494 New
WCM
359
Weik Capital Management
Pennsylvania
$228K +$5.4K +200 +2%
CGFA
360
Colton Groome Financial Advisors
North Carolina
$227K -$487K -18,022 -68%
ODCM
361
Old Dominion Capital Management
Virginia
$227K – – –
AWA
362
Acorn Wealth Advisors
Michigan
$227K +$972 +36 +0.4%
SNBOSD
363
Security National Bank of So Dak
Iowa
$224K -$29.7K -1,098 -12%
BA
364
Ballast Advisors
Minnesota
$222K -$11.9K -440 -5%
GVAG
365
Great Valley Advisor Group
Delaware
$219K -$112K -4,148 -34%
IWC
366
Integrated Wealth Concepts
Massachusetts
$219K +$486 +18 +0.2%
GMA
367
Goldstein Munger & Associates
California
$219K +$218K +8,078 New
IWM
368
IHT Wealth Management
Illinois
$218K -$167K -6,198 -43%
KWA
369
KCS Wealth Advisory
California
$216K +$215K +7,964 New
GC
370
Gratus Capital
Georgia
$213K -$342K -12,676 -62%
SAM
371
SignalPoint Asset Management
Missouri
$210K -$793K -29,356 -79%
RJA
372
Raymond James & Associates
Florida
$210K +$209K +7,742 New
SBH
373
Segall Bryant & Hamill
Illinois
$209K -$21.6K -800 -9%
FA
374
Financial Advisors
Massachusetts
$208K +$3.24K +120 +2%
RC
375
Rinet Company
Massachusetts
$203K +$202K +7,480 New
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15
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