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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
401
RBA Wealth Management
California
$500K +$55.3K +2,354 +12%
RRA
402
Red Reef Advisors
Florida
$499K +$502K +21,363 New
HP
403
Haven Private
Florida
$496K +$329 +14 +0.1%
VT
404
Vise Technologies
New York
$495K +$226K +9,622 +83%
IPA
405
Investment Planning Advisors
Georgia
$494K – – –
BPWM
406
Badgley Phelps Wealth Managers
Washington
$490K +$2.25K +96 +0.5%
NHFG
407
New Harbor Financial Group
Massachusetts
$488K – – –
RW
408
Ridgeline Wealth
Arizona
$488K -$154K -6,576 -24%
KLI
409
Kelman-Lazarov Inc
Tennessee
$487K +$6.43K +274 +1%
RM
410
RCW Management
Florida
$482K +$484K +20,609 New
EWM
411
Elevation Wealth Management
Minnesota
$479K +$481K +20,479 New
PA
412
Parallel Advisors
California
$478K +$11.2K +479 +2%
BWP
413
Balboa Wealth Partners
Arizona
$477K +$480K +20,426 New
PIWA
414
Prevail Innovative Wealth Advisors
Kansas
$473K +$119K +5,057 +33%
AWM
415
Axxcess Wealth Management
California
$468K +$471K +20,042 New
WFS
416
WealthGarden F.S.
California
$467K -$13.5K -575 -3%
HCP
417
Hardin Capital Partners
South Carolina
$465K +$1.55K +66 +0.3%
TFA
418
TrustWell Financial Advisors
Florida
$464K +$466K +19,838 New
RGF
419
Retirement Guys Formula
Ohio
$463K +$10.1K +432 +2%
WPC
420
Wedmont Private Capital
Pennsylvania
$459K -$52K -2,215 -10%
UF
421
Univest Financial
Pennsylvania
$459K +$461K +19,621 New
FA
422
FDx Advisors
Illinois
$458K – – –
FC
423
Financial Consulate
Maryland
$453K +$4.7K +200 +1%
OAP
424
One Advisory Partners
Kansas
$450K – – –
BFG
425
Beacon Financial Group
Texas
$449K -$128K -5,470 -22%
15 16
17
18 19