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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
451
United Financial Planning Group
New York
$320K +$316K +13,622 New
FNC
452
First National Corp
Massachusetts
$317K – – –
AIP
453
Ameritas Investment Partners
Nebraska
$315K -$47.9K -2,062 -13%
BAMG
454
Brand Asset Management Group
Missouri
$313K -$200K -8,629 -39%
PIFP
455
Partners in Financial Planning
Virginia
$308K +$3.07K +132 +1%
GWM
456
GSB Wealth Management
Connecticut
$305K +$9.78K +421 +3%
FMWA
457
Forvis Mazars Wealth Advisors
Missouri
$303K +$488 +21 +0.2%
BH
458
Burk Holdings
Oklahoma
$302K – – –
RW
459
Regimen Wealth
Georgia
$300K +$3K +129 +1%
LAM
460
Lewis Asset Management
California
$297K -$45.2K -1,944 -13%
HW
461
HORAN Wealth
Ohio
$294K +$18.2K +785 +7%
WA
462
Wealth Alliance
New York
$294K -$60.6K -2,608 -17%
FCA
463
FLC Capital Advisors
California
$293K -$204K -8,772 -41%
CPA
464
Cardiff Park Advisors
California
$292K +$2.93K +126 +1%
PSCM
465
Per Stirling Capital Management
Texas
$291K +$743 +32 +0.3%
OIA
466
Optimum Investment Advisors
Illinois
$288K +$5.97K +257 +2%
VA
467
VestGen Advisors
Illinois
$288K +$285K +12,273 New
CCM
468
Coldstream Capital Management
Washington
$286K +$283K +12,184 New
MWC
469
MKD Wealth Coaches
Michigan
$284K +$7.71K +332 +3%
DBRC
470
D.B. Root & Company
Pennsylvania
$283K -$39.1K -1,684 -12%
DIS
471
Diversified Investment Strategies
Louisiana
$282K – – –
DAS
472
Dynamic Advisor Solutions
Arizona
$277K +$232 +10 +0.1%
AIA
473
Accelerate Investment Advisors
California
$277K -$11.5K -496 -4%
SOS
474
Silver Oak Securities
Tennessee
$276K +$273K +11,756 New
WIA
475
World Investment Advisors
California
$272K -$96.4K -4,148 -26%
17 18
19
20 21