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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
DIS
476
Diversified Investment Strategies
Louisiana
$291K -$139K -6,070 -33%
RW
477
Regimen Wealth
Georgia
$290K +$2.02K +88 +0.7%
NG
478
Novem Group
New York
$284K -$4.49K -196 -2%
CPA
479
Cardiff Park Advisors
California
$282K +$1.97K +86 +0.7%
EK
480
Evensky & Katz
Florida
$280K +$1.12K +49 +0.4%
CWM
481
Certus Wealth Management
California
$280K – – –
KGP
482
Keystone Global Partners
Colorado
$276K +$273K +11,922 New
AFG
483
Atomi Financial Group
New York
$275K +$36.2K +1,580 +15%
LMKC
484
L.M. Kohn & Company
Ohio
$273K +$270K +11,766 New
CL
485
Choreo LLC
Illinois
$272K -$57.9K -2,527 -18%
PWM
486
Parkshore Wealth Management
California
$267K -$23 -1 -0%
WC
487
Waterloo Capital
Texas
$266K +$6.48K +283 +3%
MWC
488
MKD Wealth Coaches
Michigan
$265K +$42.3K +1,847 +19%
AFS
489
Access Financial Services
Minnesota
$265K – – –
PA
490
PFG Advisors
Arizona
$264K -$27.7K -1,211 -10%
CA
491
Claro Advisors
Massachusetts
$264K +$261K +11,404 New
KFGG
492
Keystone Financial Group (Georgia)
Georgia
$262K -$56.1K -2,447 -18%
SWG
493
Summit Wealth Group
Vermont
$260K -$4.21K -184 -2%
AWA
494
Acorn Wealth Advisors
Michigan
$260K -$5.22K -228 -2%
FCIM
495
Fairview Capital Investment Management
California
$255K – – –
WS
496
Wedbush Securities
California
$254K – – –
SFA
497
Souders Financial Advisors
Ohio
$253K -$6.25K -273 -2%
TYCC
498
Texas Yale Capital Corp
Florida
$249K – – –
SCM
499
Steele Capital Management
Iowa
$249K +$246K +10,757 New
HCA
500
Horan Capital Advisors
Ohio
$247K – – –
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