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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LGG
401
Luts & Greenleigh Group
Maryland
$542K – – –
SA
402
Sovran Advisors
California
$540K -$2.71K -117 -0.5%
MPIA
403
Milestones Private Investment Advisors
New York
$536K -$6.09K -263 -1%
FWP
404
FAS Wealth Partners
Kansas
$533K -$13.3K -574 -2%
DF
405
Downshift Financial
Colorado
$529K – – –
CFG
406
Cooper Financial Group
California
$514K +$1.92K +83 +0.4%
CAG
407
Carroll Advisory Group
Texas
$514K – – –
PIWA
408
Prevail Innovative Wealth Advisors
Kansas
$509K -$19.9K -861 -4%
KLI
409
Kelman-Lazarov Inc
Tennessee
$506K +$18.1K +782 +4%
RRA
410
Red Reef Advisors
Florida
$505K +$5.18K +224 +1%
SF
411
Seek First
California
$505K -$33K -1,427 -6%
BPWM
412
Badgley Phelps Wealth Managers
Washington
$500K -$51.3K -2,218 -9%
WFS
413
WealthGarden F.S.
California
$493K +$25.8K +1,115 +6%
SAM
414
Sawgrass Asset Management
Florida
$490K -$43.5K -1,880 -8%
MFN
415
Midwest Financial Network
Illinois
$489K +$489K +21,131 New
RWM
416
RBA Wealth Management
California
$488K -$11K -476 -2%
PIA
417
Pinion Investment Advisors
Kansas
$486K -$2.87K -124 -0.6%
WA
418
Wealth Alliance
New York
$485K +$124K +5,359 +34%
RW
419
Ridgeline Wealth
Arizona
$483K – – –
KF
420
Ketron Financial
California
$479K +$479K +20,689 New
RM
421
RCW Management
Florida
$477K – – –
FEM
422
Fulcrum Equity Management
Texas
$473K +$50.9K +2,201 +12%
HCP
423
Hardin Capital Partners
South Carolina
$463K +$1.18K +51 +0.3%
TFA
424
TrustWell Financial Advisors
Florida
$462K – – –
FIA
425
Foundations Investment Advisors
Arizona
$462K +$155K +6,693 +50%
15 16
17
18 19