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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
MorganRosel Wealth Management
Colorado
$6.32M +$444K +16,454 +8%
CCA
77
Clearwater Capital Advisors
Illinois
$6.25M +$120K +4,432 +2%
SSWM
78
Sheets Smith Wealth Management
North Carolina
$6.1M +$5.52M +204,356 +1,003%
COF
79
Capital One Financial
Virginia
$5.92M +$5.89M +218,032 New
BIA
80
Bigelow Investment Advisors
Maine
$5.91M -$431K -15,968 -7%
MA
81
Modus Advisors
Minnesota
$5.86M +$111K +4,128 +2%
AF
82
Advisornet Financial
Minnesota
$5.85M +$324K +11,988 +6%
GLLW
83
Graves Light Lenhart Wealth
Virginia
$5.73M -$163K -6,048 -3%
CWM
84
Chesapeake Wealth Management
Virginia
$5.46M +$136K +5,026 +3%
GAM
85
Gemmer Asset Management
California
$5.3M +$97.4K +3,606 +2%
WAM
86
Wakefield Asset Management
Colorado
$5.2M -$223K -8,258 -4%
BAAM
87
Baker Avenue Asset Management
California
$5.16M – – –
NRI
88
NFP Retirement Inc
California
$5.05M -$565K -20,932 -10%
OMC
89
Old Mission Capital
Illinois
$4.98M +$4.36M +161,490 +729%
JFG
90
JMG Financial Group
Illinois
$4.92M -$2.22M -82,040 -31%
WCG
91
Wall Capital Group
Arizona
$4.92M +$382K +14,160 +8%
EWM
92
Empirical Wealth Management
Washington
$4.88M -$209K -7,740 -4%
BC
93
Burleson & Co
California
$4.8M -$562K -20,814 -11%
MA
94
Mutual Advisors
Nebraska
$4.64M +$236K +8,740 +5%
SPA
95
Sentinel Pension Advisors
Massachusetts
$4.6M +$1.36M +50,220 +42%
PMG
96
ProVise Management Group
Florida
$4.56M -$211K -7,796 -4%
NIC
97
Northwest Investment Counselors
Oregon
$4.47M +$416K +15,390 +10%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$4.46M -$497K -18,388 -10%
BC
99
Bartlett & Co
Ohio
$4.46M +$4.44M +164,402 New
WA
100
Waverly Advisors
Alabama
$4.44M +$45.6K +1,690 +1%
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