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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
501
Professional Financial Advisors
Nebraska
$230K +$227K +9,789 New
TPW
502
Tiller Private Wealth
Pennsylvania
$229K – – –
CWMK
503
Caliber Wealth Management (Kansas)
Kansas
$229K +$6.71K +289 +3%
NDSI
504
Newman Dignan & Sheerar Inc
Rhode Island
$226K +$1.37K +59 +0.6%
1WM
505
1900 Wealth Management
Texas
$224K -$929 -40 -0.4%
VDI
506
Vaughan David Investments
Illinois
$222K -$22.5K -970 -9%
KFGG
507
Keystone Financial Group (Georgia)
Georgia
$222K -$65.2K -2,807 -23%
PA
508
PSI Advisors
Florida
$218K -$42.4K -1,825 -16%
PWA
509
Principia Wealth Advisory
Texas
$218K +$215K +9,270 New
MF
510
Manchester Financial
California
$217K -$27.9K -1,199 -11%
WF
511
Whelan Financial
California
$216K -$511 -22 -0.2%
CIA
512
Concurrent Investment Advisors
Florida
$215K +$213K +9,158 New
SCM
513
SCS Capital Management
Massachusetts
$214K +$2.14K +92 +1%
SA
514
SRH Advisors
Kansas
$214K – – –
FFM
515
Forum Financial Management
Illinois
$214K +$211K +9,102 New
MWM
516
Meridian Wealth Management
Kentucky
$211K +$209K +8,982 New
BDF
517
Black Diamond Financial
Maryland
$209K +$3.02K +130 +1%
MCM
518
Maple Capital Management
Vermont
$209K -$697 -30 -0.3%
PFBT
519
Parkside Financial Bank & Trust
Missouri
$209K +$2.09K +90 +1%
VWA
520
Visionary Wealth Advisors
Illinois
$208K +$206K +8,882 New
BMCM
521
Burns Matteson Capital Management
New York
$207K -$9.29K -400 -4%
KFG
522
Kelly Financial Group
Connecticut
$204K -$4.46K -192 -2%
PA
523
Pinnacle Associates
New York
$203K +$201K +8,636 New
EA
524
Evolution Advisers
Virginia
$179K – – –
PWMG
525
Prestige Wealth Management Group
New Jersey
$172K -$4.83K -208 -3%
19 20
21
22 23