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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
Selective Wealth Management
Virginia
$3K – – –
GI
452
Gradient Investments
Minnesota
$2K -$9.24K -332 -81%
EWM
453
Elmwood Wealth Management
California
$2K -$7.62K -274 -78%
CAAS
454
Capital Asset Advisory Services
Michigan
$2K – – –
FCM
455
Firestone Capital Management
Florida
$2K – – –
MSFP
456
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
RDWM
457
Red Door Wealth Management
Tennessee
$2K – – –
BFEC
458
Benjamin F. Edwards & Company
Missouri
$1K – – –
WIM
459
Westside Investment Management
California
$3 – – –
WANY
460
Wealthspire Advisors (New York)
New York
– -$20.4M -750,988 Closed
BCM
461
Bluefin Capital Management
New York
– -$19.8M -729,666 Closed
VWA
462
Visionary Wealth Advisors
Illinois
– -$3.87M -142,516 Closed
FFN
463
Focus Financial Network
Minnesota
– -$2.78M -102,354 Closed
CWP
464
Capital Wealth Planning
Florida
– -$2.68M -98,922 Closed
A
465
AdvicePeriod
California
– -$2.52M -92,924 Closed
BCI
466
Brinker Capital Investments
Pennsylvania
– -$1.94M -71,438 Closed
SP
467
SWS Partners
Ohio
– -$1.94M -71,392 Closed
AP
468
Advisors Preferred
Maryland
– -$1.14M -42,122 Closed
GIA
469
Gladstone Institutional Advisory
Florida
– -$523K -19,288 Closed
RWRC
470
R.W. Roge & Company
New York
– -$442K -16,294 Closed
CBFP
471
Cedar Brook Financial Partners
Ohio
– -$433K -15,942 Closed
TSS
472
Two Sigma Securities
New York
– -$419K -15,444 Closed
BCM
473
Breiter Capital Management
Florida
– -$400K -14,744 Closed
SS
474
Sunbelt Securities
Texas
– -$359K -13,536 Closed
RWM
475
Ritholtz Wealth Management
New York
– -$257K -9,476 Closed
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