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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
426
Tradition Wealth Management
Minnesota
$235K +$93K +3,998 +66%
BWA
427
BDO Wealth Advisors
Florida
$235K – – –
WS
428
Wedbush Securities
California
$233K +$231K +9,944 New
MHB
429
Midwest Heritage Bank
Iowa
$230K -$466K -20,012 -67%
REMPR
430
Roof Eidam Maycock Peralta (REMP)
California
$230K -$4.19K -180 -2%
TCWM
431
Total Clarity Wealth Management
Illinois
$229K -$95.3K -4,098 -30%
PWM
432
Prosperity Wealth Management
California
$229K +$227K +9,762 New
TIM
433
Total Investment Management
Arizona
$225K -$13.5K -582 -6%
S
434
SignatureFD
Georgia
$216K -$6.89K -296 -3%
SA
435
SRH Advisors
Kansas
$214K -$21.9K -940 -9%
CI
436
Cordant Inc
Oregon
$210K -$279 -12 -0.1%
SSWM
437
Sheets Smith Wealth Management
North Carolina
$210K -$15.9K -682 -7%
TA
438
TrueWealth Advisors
Alabama
$209K -$16.1K -690 -7%
ICG
439
InterOcean Capital Group
Tennessee
$206K -$21.4K -920 -9%
TIM
440
Tevis Investment Management
Texas
$205K +$204K +8,754 New
BDF
441
Black Diamond Financial
Maryland
$203K -$2.98K -128 -1%
BJL
442
Brighton Jones LLC
Washington
$203K +$201K +8,636 New
TC
443
TownSquare Capital
Utah
$202K +$200K +8,596 New
CMA
444
Cedar Mountain Advisors
Oregon
$198K +$791 +34 +0.4%
OIA
445
Optimum Investment Advisors
Illinois
$193K +$5.4K +232 +3%
AF
446
Allworth Financial
California
$193K +$36.1K +1,552 +23%
CIAS
447
Capital Investment Advisory Services
North Carolina
$191K +$10.9K +468 +6%
PFBT
448
Parkside Financial Bank & Trust
Missouri
$190K -$84.2K -3,618 -31%
FA
449
Fortis Advisors
Pennsylvania
$186K +$93.9K +4,036 +104%
RDIA
450
RE Dickinson Investment Advisors
Iowa
$186K -$77K -3,308 -29%
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