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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
651
Barrett & Company
Rhode Island
$3.23K – – –
WWMSC
652
Wagner Wealth Management (South Carolina)
South Carolina
$3.08K +$47 +2 +2%
B
653
Birchbrook
Maine
$3.03K +$47 +2 +2%
WAG
654
Wilkerson Advisory Group
Missouri
$2.88K +$2.89K +123 New
KFP
655
Kerr Financial Planning
California
$2.62K +$1.31K +56 +100%
BAM
656
Bellevue Asset Management
Washington
$2.48K – – –
PWA
657
Physician Wealth Advisors
Utah
$2.2K – – –
TRCT
658
Tower Research Capital (TRC)
New York
$1.94K +$1.95K +83 New
TCM
659
Tradewinds Capital Management
Washington
$1.79K +$1.81K +77 New
WCM
660
Weaver Capital Management
Georgia
$1.78K – – –
MEG
661
Millstone Evans Group
Colorado
$1.68K – – –
CSC
662
Caldwell Sutter Capital
California
$1.53K +$23 +1 +2%
BFPW
663
BOK Financial Private Wealth
Colorado
$1.4K – – –
HPC
664
HM Payson & Co
Maine
$1.22K +$1.22K +52 New
AA
665
Addison Advisors
Vermont
$1.17K – – –
TF
666
Tompkins Financial
New York
$1.12K – – –
IIM
667
IFC & Insurance Marketing
California
$1K +$493 +21 New
IF
668
Integrity Financial
Wyoming
$467 – – –
CFG
669
Clayton Financial Group
Missouri
$169 +$164 +7 New
MAFA
670
MJT & Associates Financial Advisory
Minnesota
$94 – – –
KPP
671
Kings Path Partners
Texas
$93 -$5.61K -239 -98%
KFGG
672
Keystone Financial Group (Georgia)
Georgia
$24 -$222K -9,438 -100%
WA
673
Waterford Advisors
New York
– -$9.02M -384,326 Closed
VPP
674
Vertex Planning Partners
Illinois
– -$5.39M -229,453 Closed
OMC
675
Old Mission Capital
Illinois
– -$5.09M -216,925 Closed
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