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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
476
Clearwater Capital Advisors
Illinois
$224K -$8.25K -364 -4%
REMPR
477
Roof Eidam Maycock Peralta (REMP)
California
$223K – – –
BW
478
Basepoint Wealth
Iowa
$221K +$2.54K +112 +1%
OIA
479
Optimum Investment Advisors
Illinois
$220K +$4.71K +208 +2%
ACP
480
Aveo Capital Partners
Colorado
$218K +$217K +9,568 New
BCM
481
Barden Capital Management
Texas
$214K – – –
PFS
482
Prospera Financial Services
Texas
$213K +$212K +9,346 New
H
483
HoyleCohen
California
$213K -$1.22K -54 -0.6%
BDF
484
Black Diamond Financial
Maryland
$209K +$208K +9,184 New
MI
485
Moneywise Inc
Virginia
$208K -$136K -6,002 -40%
SA
486
SRH Advisors
Kansas
$208K – – –
GCA
487
Genesee Capital Advisors
New York
$206K -$1.41K -62 -0.7%
PFBT
488
Parkside Financial Bank & Trust
Missouri
$193K +$1.86K +82 +1%
VNA
489
Valley National Advisers
Pennsylvania
$167K – – –
SWM
490
Spire Wealth Management
Virginia
$167K -$95.5K -4,216 -37%
PS
491
Principal Securities
Iowa
$165K +$95.6K +4,218 +140%
IRC
492
Investors Research Corp
Georgia
$162K -$12K -530 -7%
S
493
SignatureFD
Georgia
$156K -$23.3K -1,026 -13%
TFA
494
Toth Financial Advisory
Virginia
$156K -$2.49K -110 -2%
PWMG
495
Prestige Wealth Management Group
New Jersey
$150K -$33.5K -1,476 -18%
GJIA
496
Glass Jacobson Investment Advisors
Maryland
$148K – – –
DCM
497
Davis Capital Management
Florida
$145K +$3.08K +136 +2%
FRA
498
Front Row Advisors
California
$133K +$45 +2 +0%
AF
499
Allworth Financial
California
$130K -$4.26K -188 -3%
AWM
500
Aspire Wealth Management
Massachusetts
$121K -$1.22K -54 -1%
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