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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
SigFig Wealth Management
California
$11M +$1.02M +43,406 +10%
GSF
77
Grove Street Fiduciary
New Hampshire
$10.9M -$40.1K -1,707 -0.4%
AA
78
Apriem Advisors
California
$10.8M +$8.27K +352 +0.1%
SC
79
Savant Capital
Illinois
$10.7M +$110K +4,688 +1%
IA
80
IFP Advisors
Florida
$10.6M +$759K +32,305 +8%
BFA
81
Ballast Financial Advisors
Pennsylvania
$10.6M +$10.6M +451,800 New
MFA
82
Mayflower Financial Advisors
Massachusetts
$10.3M -$281K -11,961 -3%
MWM
83
MorganRosel Wealth Management
Colorado
$9.9M +$535K +22,798 +6%
SFS
84
Summit Financial Strategies
Ohio
$9.69M -$1.19M -50,855 -11%
SEIA
85
Signature Estate & Investment Advisors
California
$9.46M +$805K +34,271 +9%
ACA
86
Affinity Capital Advisors
California
$9.39M +$131K +5,592 +1%
FFN
87
Focus Financial Network
Minnesota
$9.32M +$121K +5,133 +1%
TWP
88
Tempus Wealth Planning
California
$9.3M +$793K +33,761 +9%
AC
89
AlphaCore Capital
California
$9.25M +$34.7K +1,478 +0.4%
DF
90
Daviman Financial
Indiana
$9.11M +$9.16M +389,946 New
SFS
91
Security Financial Services
Indiana
$9.1M +$3.31M +141,053 +57%
BAS
92
Breakthru Advisory Services
Wisconsin
$9M +$700K +29,815 +8%
BPA
93
Beacon Pointe Advisors
California
$8.75M -$444K -18,901 -5%
ATPW
94
Ashton Thomas Private Wealth
Arizona
$8.64M +$785K +33,426 +10%
FRA
95
FFG Retirement Advisors
Colorado
$8.55M -$77K -3,281 -0.9%
AWM
96
AE Wealth Management
Kansas
$8.51M -$1.01M -43,205 -11%
HCM
97
Hengehold Capital Management
Ohio
$8.42M +$553K +23,535 +7%
UFA
98
Unify Financial Advisors
Florida
$8.4M +$8.44M +359,234 New
PFM
99
Peak Financial Management
Massachusetts
$8.26M +$343K +14,589 +4%
C1AG
100
Client 1st Advisory Group
Florida
$7.99M +$722K +30,727 +10%
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