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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
476
Per Stirling Capital Management
Texas
$224K -$17.7K -790 -8%
GSIAS
477
Garden State Investment Advisory Services
New Jersey
$223K +$214K +9,562 New
SAI
478
Savvy Advisors Inc
New York
$222K +$213K +9,530 New
AWM
479
Act Wealth Management
Texas
$221K +$213K +9,500 New
GSEP
480
Golden State Equity Partners
California
$221K +$213K +9,500 New
RWM
481
Revisor Wealth Management
Ohio
$219K -$438K -19,570 -68%
H
482
HoyleCohen
California
$219K +$2.24K +100 +1%
SI
483
Saxon Interests
Texas
$215K +$207K +9,232 New
SA
484
SRH Advisors
Kansas
$212K – – –
QWM
485
Quadcap Wealth Management
Texas
$210K +$202K +9,020 New
OIA
486
Optimum Investment Advisors
Illinois
$210K +$5.95K +266 +3%
OAP
487
One Advisory Partners
Kansas
$203K +$195K +8,722 New
ICG
488
InterOcean Capital Group
Tennessee
$201K -$26.6K -1,190 -12%
S
489
SignatureFD
Georgia
$196K -$16.8K -752 -8%
FHA
490
First Horizon Advisors
Tennessee
$195K +$187K +8,374 New
PFBT
491
Parkside Financial Bank & Trust
Missouri
$194K +$2.24K +100 +1%
IRC
492
Investors Research Corp
Georgia
$178K -$5.01K -224 -3%
PPC
493
Park Place Capital
Alabama
$167K +$160K +7,172 New
TFA
494
Toth Financial Advisory
Virginia
$162K – – –
DCM
495
Davis Capital Management
Florida
$143K +$138K +6,154 New
MSG
496
Main Street Group
Virginia
$142K +$137K +6,108 New
RFA
497
Resurgent Financial Advisors
Georgia
$140K +$52.2K +2,332 +63%
FRA
498
Front Row Advisors
California
$136K – – –
CIA
499
Cape Investment Advisory
Georgia
$135K +$110K +4,900 +551%
RDIA
500
RE Dickinson Investment Advisors
Iowa
$121K -$1.16K -52 -1%
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