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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
376
Mission Wealth Management
California
$593K -$169K -7,202 -22%
ACM
377
Appalachian Capital Management
Ohio
$590K -$28.1K -1,200 -5%
RWM
378
RKL Wealth Management
Pennsylvania
$589K -$7.37K -315 -1%
LFA
379
Laraway Financial Advisors
Minnesota
$587K -$1.43K -61 -0.2%
ILI
380
Invesco LLC (Illinois)
Illinois
$587K +$591K +25,270 New
SDWMA
381
Schneider Downs Wealth Management Advisors
Pennsylvania
$585K – – –
SG
382
StoneX Group
New York
$583K +$587K +25,102 New
AWA
383
Asempa Wealth Advisors
Louisiana
$575K +$41.2K +1,760 +8%
SPW
384
Sonoma Private Wealth
California
$574K -$127K -5,438 -18%
WFC
385
Western Financial Corp
California
$571K -$25.6K -1,093 -4%
KWA
386
Kingswood Wealth Advisors
California
$568K -$174K -7,455 -23%
LAM
387
L2 Asset Management
Massachusetts
$566K +$16K +684 +3%
BPWM
388
Badgley Phelps Wealth Managers
Washington
$554K +$67.4K +2,880 +14%
AOWM
389
Alpha Omega Wealth Management
Virginia
$552K -$63.1K -2,695 -10%
SA
390
Sovran Advisors
California
$551K -$13.8K -590 -2%
FWP
391
FAS Wealth Partners
Kansas
$549K -$33.5K -1,431 -6%
VA
392
VestGen Advisors
Illinois
$547K +$9.22K +394 +2%
MPIA
393
Milestones Private Investment Advisors
New York
$544K -$550K -23,492 -50%
LGG
394
Luts & Greenleigh Group
Maryland
$544K – – –
SF
395
Seek First
California
$540K -$18.5K -791 -3%
SAM
396
Sawgrass Asset Management
Florida
$535K -$8.07K -345 -1%
KPWS
397
Kestra Private Wealth Services
Texas
$534K -$19.7K -842 -4%
DF
398
Downshift Financial
Colorado
$531K -$694K -29,650 -56%
PIWA
399
Prevail Innovative Wealth Advisors
Kansas
$531K +$61.5K +2,626 +13%
PA
400
Parallel Advisors
California
$520K +$45.3K +1,935 +9%
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16
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