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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
426
Tiller Private Wealth
Pennsylvania
$217K +$218K +8,050 New
CAG
427
Crestwood Advisors Group
Massachusetts
$216K -$15K -554 -6%
FM
428
Foster & Motley
Ohio
$216K -$6.33K -234 -3%
BIA
429
Barry Investment Advisors
Massachusetts
$215K +$757 +28 +0.4%
CWM
430
Cedar Wealth Management
California
$215K +$87.5K +3,236 +68%
AWM
431
AE Wealth Management
Kansas
$215K +$216K +7,996 New
AL
432
ACAS LLC
California
$212K -$149K -5,506 -41%
RJA
433
Raymond James & Associates
Florida
$210K -$31.4K -1,162 -13%
RIA
434
Regal Investment Advisors
Michigan
$210K +$211K +7,796 New
DAS
435
Dynamic Advisor Solutions
Arizona
$208K -$64K -2,366 -23%
OIA
436
Optimum Investment Advisors
Illinois
$203K +$10.8K +400 +6%
OAJ
437
Ogorek Anthony Joseph
New York
$194K -$86.3K -3,192 -31%
AF
438
Allworth Financial
California
$165K +$10.1K +372 +6%
FFWM
439
Future Financial Wealth Management
Ohio
$163K +$164K +6,076 New
GWS
440
Glassman Wealth Services
Virginia
$162K +$161K +5,950 +10,259%
FRA
441
Front Row Advisors
California
$157K +$54 +2 +0%
TIM
442
Tevis Investment Management
Texas
$152K +$151K +5,572 New
PCA
443
Providence Capital Advisors
North Carolina
$144K -$121K -4,494 -46%
VNA
444
Valley National Advisers
Pennsylvania
$139K – – –
LB
445
Legacy Bridge
Iowa
$138K – – –
VCM
446
Versant Capital Management
Arizona
$128K +$919 +34 +0.7%
BC
447
Burleson & Co
California
$126K – – –
WOSD
448
WFA of San Diego
California
$120K +$324 +12 +0.3%
BCM
449
Blume Capital Management
California
$119K -$16.3K -604 -12%
GIP
450
Granite Investment Partners
California
$111K – – –
16 17
18
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