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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
526
Embree Financial Group
Illinois
$246K -$81.4K -3,516 -25%
OPWM
527
Oregon Pacific Wealth Management
Oregon
$245K -$2.92K -126 -1%
WS
528
Wedbush Securities
California
$245K – – –
WIA
529
World Investment Advisors
California
$245K – – –
PA
530
Pinnacle Associates
New York
$243K – – –
AWA
531
Acorn Wealth Advisors
Michigan
$241K -$1.06K -46 -0.4%
AL
532
Aspiriant LLC
California
$240K -$104K -4,502 -30%
CAAM
533
Cornerstone Advisors Asset Management
Pennsylvania
$239K +$240K +10,354 New
TI
534
Truepoint Inc
Ohio
$238K -$11.6K -502 -5%
HAS
535
HBW Advisory Services
California
$237K +$237K +10,243 New
TWM
536
Trinity Wealth Management
Pennsylvania
$234K +$29.9K +1,291 +15%
MCM
537
MidAtlantic Capital Management
Virginia
$230K +$1.41K +61 +0.6%
EWM
538
Elevation Wealth Management
Minnesota
$227K -$140K -6,068 -38%
PW
539
PUREfi Wealth
Massachusetts
$225K +$225K +9,739 New
AIA
540
Accelerate Investment Advisors
California
$225K -$40.6K -1,753 -15%
FCIM
541
Fairview Capital Investment Management
California
$224K – – –
VDI
542
Vaughan David Investments
Illinois
$219K – – –
NDSI
543
Newman Dignan & Sheerar Inc
Rhode Island
$219K -$7.06K -305 -3%
GC
544
GatePass Capital
Ohio
$218K – – –
ISFAN
545
Investor's Fiduciary Advisor Network
Washington
$218K -$1.27M -54,792 -85%
SCM
546
SCS Capital Management
Massachusetts
$218K +$2.22K +96 +1%
WF
547
Whelan Financial
California
$216K +$949 +41 +0.4%
MMCM
548
Murphy & Mullick Capital Management
New York
$216K -$15K -650 -7%
PCS
549
Private Client Services
Kentucky
$211K -$9.95K -430 -4%
SA
550
SRH Advisors
Kansas
$211K – – –
20 21
22
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