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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
476
Embree Financial Group
Illinois
$329K -$80.8K -3,451 -20%
JWBC
477
J.W. Burns & Co
New York
$325K – – –
AOWM
478
Asset One Wealth Management
Washington
$317K +$1.01K +43 +0.3%
LWL
479
Leo Wealth LLC
Texas
$314K +$7.84K +335 +3%
MWP
480
Meridian Wealth Partners
Pennsylvania
$314K -$43.7K -1,869 -12%
WC
481
Waterloo Capital
Texas
$312K +$43.3K +1,849 +16%
PIFP
482
Partners in Financial Planning
Virginia
$311K +$2.18K +93 +0.7%
FW
483
Fairway Wealth
Ohio
$310K +$312K +13,334 New
AIP
484
Ameritas Investment Partners
Nebraska
$309K -$4.87K -208 -2%
FIA
485
Foundations Investment Advisors
Arizona
$309K -$3.2M -136,666 -91%
WFS
486
Walker Financial Services
Kentucky
$308K +$2.08K +89 +0.7%
MWA
487
MN Wealth Advisors
Kansas
$305K -$1.9K -81 -0.6%
EFG
488
Ethos Financial Group
Pennsylvania
$304K +$30.4K +1,298 +11%
SL
489
SWMG LLC
Texas
$303K -$38.3K -1,636 -11%
FMWA
490
Forvis Mazars Wealth Advisors
Missouri
$302K +$374 +16 +0.1%
CA
491
Clearstead Advisors
Ohio
$301K +$2.46K +105 +0.8%
BWM
492
BlackDiamond Wealth Management
New York
$300K +$8.03K +343 +3%
BH
493
Burk Holdings
Oklahoma
$300K – – –
FF
494
Francis Financial
$300K +$10.6K +452 +4%
MWC
495
MKD Wealth Coaches
Michigan
$296K +$6.18K +264 +2%
W
496
WealthCollab
Washington
$295K -$3.35K -143 -1%
CPA
497
Cardiff Park Advisors
California
$295K +$2.06K +88 +0.7%
MMA
498
Miracle Mile Advisors
California
$294K +$1.4K +60 +0.5%
MWM
499
Meridian Wealth Management
Kentucky
$293K +$35.8K +1,530 +14%
RGF
500
Retirement Guys Formula
Ohio
$286K -$175K -7,466 -38%
18 19
20
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