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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
526
GS Investments
Minnesota
$248K – – –
PI
527
PFG Investments
New York
$248K +$3.19K +136 +1%
AWA
528
Acorn Wealth Advisors
Michigan
$247K -$11.9K -507 -5%
SWP
529
Stratos Wealth Partners
Ohio
$247K +$248K +10,558 New
PA
530
Pinnacle Associates
New York
$245K +$43.4K +1,850 +21%
QCMNJ
531
Quantum Capital Management (New Jersey)
New Jersey
$244K +$6.83K +291 +3%
PWMG
532
Prestige Wealth Management Group
New Jersey
$240K +$69.5K +2,959 +40%
CFS
533
Cannon Financial Strategists
Georgia
$237K – – –
MMCM
534
Murphy & Mullick Capital Management
New York
$236K -$32.5K -1,382 -12%
AI
535
Atria Investments
North Carolina
$236K -$1.73M -73,470 -88%
FCIM
536
Fairview Capital Investment Management
California
$236K – – –
CAM
537
Capital Asset Management
Colorado
$236K +$237K +10,080 New
AF
538
Advisornet Financial
Minnesota
$235K +$84.7K +3,605 +56%
GC
539
GatePass Capital
Ohio
$234K -$621K -26,432 -73%
CWMK
540
Caliber Wealth Management (Kansas)
Kansas
$232K +$4.84K +206 +2%
MCM
541
MidAtlantic Capital Management
Virginia
$231K – – –
NDSI
542
Newman Dignan & Sheerar Inc
Rhode Island
$227K +$2.07K +88 +0.9%
PWM
543
Parkshore Wealth Management
California
$227K -$7.23K -308 -3%
PFA
544
Professional Financial Advisors
Nebraska
$226K -$3.1K -132 -1%
VDI
545
Vaughan David Investments
Illinois
$221K – – –
SCM
546
SCS Capital Management
Massachusetts
$216K +$2.87K +122 +1%
WF
547
Whelan Financial
California
$216K +$963 +41 +0.4%
FFM
548
Forum Financial Management
Illinois
$216K +$3.17K +135 +1%
PFS
549
Prospera Financial Services
Texas
$215K +$215K +9,170 New
CIA
550
Concurrent Investment Advisors
Florida
$214K +$376 +16 +0.2%
20 21
22
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