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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
451
Brighton Jones LLC
Washington
$325K -$14.2K -612 -4%
KWM
452
Keebeck Wealth Management
Illinois
$321K +$35.6K +1,532 +13%
UFPG
453
United Financial Planning Group
New York
$320K +$316K +13,622 New
FNC
454
First National Corp
Massachusetts
$317K – – –
AIP
455
Ameritas Investment Partners
Nebraska
$315K -$47.9K -2,062 -13%
BAMG
456
Brand Asset Management Group
Missouri
$313K -$200K -8,629 -39%
PIFP
457
Partners in Financial Planning
Virginia
$308K +$3.07K +132 +1%
GWM
458
GSB Wealth Management
Connecticut
$305K +$9.78K +421 +3%
FMWA
459
Forvis Mazars Wealth Advisors
Missouri
$303K +$488 +21 +0.2%
BH
460
Burk Holdings
Oklahoma
$302K – – –
RW
461
Regimen Wealth
Georgia
$300K +$3K +129 +1%
LAM
462
Lewis Asset Management
California
$297K -$45.2K -1,944 -13%
HW
463
HORAN Wealth
Ohio
$294K +$18.2K +785 +7%
WA
464
Wealth Alliance
New York
$294K -$60.6K -2,608 -17%
FCA
465
FLC Capital Advisors
California
$293K -$204K -8,772 -41%
CPA
466
Cardiff Park Advisors
California
$292K +$2.93K +126 +1%
PSCM
467
Per Stirling Capital Management
Texas
$291K +$743 +32 +0.3%
OIA
468
Optimum Investment Advisors
Illinois
$288K +$5.97K +257 +2%
VA
469
VestGen Advisors
Illinois
$288K +$285K +12,273 New
CCM
470
Coldstream Capital Management
Washington
$286K +$283K +12,184 New
MWC
471
MKD Wealth Coaches
Michigan
$284K +$7.71K +332 +3%
DBRC
472
D.B. Root & Company
Pennsylvania
$283K -$39.1K -1,684 -12%
DIS
473
Diversified Investment Strategies
Louisiana
$282K – – –
DAS
474
Dynamic Advisor Solutions
Arizona
$277K +$232 +10 +0.1%
AIA
475
Accelerate Investment Advisors
California
$277K -$11.5K -496 -4%
17 18
19
20 21