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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
426
Southern Wealth Management
Texas
$230K +$883 +34 +0.4%
CFS
427
CRA Financial Services
New Jersey
$228K -$31.2K -1,200 -12%
SSWM
428
Sheets Smith Wealth Management
North Carolina
$227K -$66.5K -2,560 -22%
FCIM
429
Fairview Capital Investment Management
California
$226K – – –
LWAC
430
Laurel Wealth Advisors (California)
California
$225K -$1.82K -70 -0.8%
CCA
431
Clearwater Capital Advisors
Illinois
$225K +$260 +10 +0.1%
JWBC
432
John W. Brooker & Co
California
$221K -$51.9K -2,000 -19%
PA
433
Pinnacle Associates
New York
$221K -$9.61K -370 -4%
GSC
434
Ground Swell Capital
South Carolina
$220K +$226K +8,688 New
MA
435
MCF Advisors
Kentucky
$219K +$225K +8,658 New
CIAS
436
Capital Investment Advisory Services
North Carolina
$218K -$39.7K -1,528 -15%
MWM
437
Meridian Wealth Management
Kentucky
$217K -$623 -24 -0.3%
RF
438
Resolute Financial
Massachusetts
$217K +$223K +8,576 New
AIM
439
AHL Investment Management
Florida
$216K +$1.61K +62 +0.7%
LFG
440
Larson Financial Group
Missouri
$214K +$312 +12 +0.1%
TFA
441
Toth Financial Advisory
Virginia
$209K -$89.2K -3,436 -29%
FM
442
Foster & Motley
Ohio
$207K +$4.78K +184 +2%
IRC
443
Investors Research Corp
Georgia
$206K – – –
TPW
444
Tiller Private Wealth
Pennsylvania
$206K +$2.34K +90 +1%
SS
445
Simplicity Solutions
Minnesota
$206K +$212K +8,154 New
BJL
446
Brighton Jones LLC
Washington
$205K -$5.51K -212 -3%
SIG
447
Spinnaker Investment Group
California
$204K -$1.03M -39,766 -83%
OIA
448
Optimum Investment Advisors
Illinois
$189K -$1.61K -62 -0.8%
TWM
449
Tradition Wealth Management
Minnesota
$184K -$127K -4,880 -40%
AF
450
Allworth Financial
California
$156K +$1.2K +46 +0.8%
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