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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
451
Independent Advisor Alliance
North Carolina
$381K +$384K +16,403 New
LSA
452
Lansing Street Advisors
Pennsylvania
$378K +$2.22K +95 +0.6%
EWM
453
Elevation Wealth Management
Minnesota
$369K -$107K -4,579 -22%
EWM
454
Evolution Wealth Management
Florida
$367K -$2.5K -107 -0.7%
WA
455
Wealth Alliance
New York
$362K +$95.8K +4,094 +36%
KWM
456
Kingsview Wealth Management
Oregon
$360K +$31K +1,326 +9%
SPWG
457
Syntegra Private Wealth Group
Missouri
$357K +$5.1K +218 +1%
CTA
458
Chesley Taft & Associates
Illinois
$349K +$97.6K +4,172 +38%
PA
459
PSI Advisors
Florida
$348K +$351K +15,006 New
JF
460
Joule Financial
Kentucky
$348K -$32.4K -1,383 -8%
BAM
461
Belpointe Asset Management
Nevada
$348K -$705K -30,133 -67%
FCA
462
Fortis Capital Advisors
Kansas
$348K -$705K -30,133 -67%
AL
463
Aspiriant LLC
California
$345K – – –
BJL
464
Brighton Jones LLC
Washington
$344K +$347K +14,821 New
AIMC
465
Alley Investment Management Company
Illinois
$343K +$8.54K +365 +3%
DSC
466
Daytona Street Capital
Missouri
$342K +$48.2K +2,060 +16%
RW
467
Regimen Wealth
Georgia
$340K +$40.1K +1,714 +13%
CF
468
Centaurus Financial
California
$340K +$1.29K +55 +0.4%
TCIIS
469
TIAA-CREF Individual & Institutional Services
New York
$337K +$340K +14,511 New
IFA
470
Index Fund Advisors
California
$337K +$83.5K +3,566 +33%
BRWA
471
B. Riley Wealth Advisors
Florida
$336K -$5.27K -225 -2%
DIS
472
Diversified Investment Strategies
Louisiana
$334K +$4.68K +200 +1%
DAS
473
Daybright Advisory Services
Florida
$334K +$20.8K +887 +7%
NG
474
Novem Group
New York
$334K -$468 -20 -0.1%
WIM
475
WealthPlan Investment Management
Nebraska
$330K -$52.7K -2,251 -14%
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