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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
501
Aptus Capital Advisors
Alabama
$9K – – –
GWANC
502
Guardian Wealth Advisors (North Carolina)
North Carolina
$9K +$9.2K +380 New
BEI
503
Benjamin Edwards Inc
Missouri
$8K – – –
LWA
504
Lowe Wealth Advisors
Maryland
$7K – – –
MAWCM
505
Mine & Arao Wealth Creation & Management
California
$7K – – –
EWA
506
EverSource Wealth Advisors
Alabama
$7K +$1.94K +80 +35%
TVWM
507
Tower View Wealth Management
Wisconsin
$6K +$6.15K +254 New
FSWA
508
Financial Synergies Wealth Advisors
Texas
$5.29K +$5.37K +222 New
CB
509
CNB Bank
Pennsylvania
$5K – – –
MRCM
510
M&R Capital Management
New Jersey
$5K +$5.13K +212 New
HCM
511
Horrell Capital Management
Arkansas
$4K – – –
JHCP
512
Jackson Hole Capital Partners
Oklahoma
$4K – – –
JFA
513
JNBA Financial Advisors
Minnesota
$4K +$3.73K +154 New
AIP
514
Ahrens Investment Partners
Louisiana
$3K – – –
FCA
515
FinTrust Capital Advisors
South Carolina
$3K – – –
SWM
516
Selective Wealth Management
Virginia
$3K +$48 +2 +2%
BFPW
517
BOK Financial Private Wealth
Colorado
$3K +$2.61K +108 New
AP
518
Arlington Partners
Alabama
$2K -$8.91K -368 -81%
MSFP
519
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
RA
520
Resolute Advisors
California
$2K – – –
BTI
521
Blue Trust Inc
Georgia
$2K +$1.74K +72 New
TIM
522
Tortoise Investment Management
New York
$2K +$1.94K +80 New
KFS
523
Kelly Financial Services
Massachusetts
$1.96K +$1.99K +82 New
COCM
524
Charter Oak Capital Management
New Hampshire
$1K – – –
MA
525
Montag & Associates
Georgia
$1K – – –
19 20
21
22 23