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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
401
Red Reef Advisors
Florida
$499K +$502K +21,363 New
HP
402
Haven Private
Florida
$496K +$329 +14 +0.1%
VT
403
Vise Technologies
New York
$495K +$226K +9,622 +83%
IPA
404
Investment Planning Advisors
Georgia
$494K – – –
BPWM
405
Badgley Phelps Wealth Managers
Washington
$490K +$2.25K +96 +0.5%
NHFG
406
New Harbor Financial Group
Massachusetts
$488K – – –
RW
407
Ridgeline Wealth
Arizona
$488K -$154K -6,576 -24%
KLI
408
Kelman-Lazarov Inc
Tennessee
$487K +$6.43K +274 +1%
RM
409
RCW Management
Florida
$482K +$484K +20,609 New
EWM
410
Elevation Wealth Management
Minnesota
$479K +$481K +20,479 New
PA
411
Parallel Advisors
California
$478K +$11.2K +479 +2%
BWP
412
Balboa Wealth Partners
Arizona
$477K +$480K +20,426 New
PIWA
413
Prevail Innovative Wealth Advisors
Kansas
$473K +$119K +5,057 +33%
AWM
414
Axxcess Wealth Management
California
$468K +$471K +20,042 New
WFS
415
WealthGarden F.S.
California
$467K -$13.5K -575 -3%
HCP
416
Hardin Capital Partners
South Carolina
$465K +$1.55K +66 +0.3%
TFA
417
TrustWell Financial Advisors
Florida
$464K +$466K +19,838 New
RGF
418
Retirement Guys Formula
Ohio
$463K +$10.1K +432 +2%
WPC
419
Wedmont Private Capital
Pennsylvania
$459K -$52K -2,215 -10%
UF
420
Univest Financial
Pennsylvania
$459K +$461K +19,621 New
FA
421
FDx Advisors
Illinois
$458K – – –
FC
422
Financial Consulate
Maryland
$453K +$4.7K +200 +1%
OAP
423
One Advisory Partners
Kansas
$450K – – –
BFG
424
Beacon Financial Group
Texas
$449K -$128K -5,470 -22%
FA
425
Faithward Advisors
Pennsylvania
$438K -$212K -9,014 -32%
15 16
17
18 19