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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
76
Ballast Financial Advisors
Pennsylvania
$10.8M +$348K +14,885 +3%
MFA
77
Mayflower Financial Advisors
Massachusetts
$10.8M +$555K +23,718 +5%
GSF
78
Grove Street Fiduciary
New Hampshire
$10.8M -$52.4K -2,238 -0.5%
BPA
79
Beacon Pointe Advisors
California
$10.3M +$1.59M +68,147 +18%
TWP
80
Tempus Wealth Planning
California
$10.2M +$997K +42,600 +11%
AA
81
Apriem Advisors
California
$10.1M -$575K -24,567 -5%
RWM
82
Reston Wealth Management
Virginia
$9.8M +$2.03M +86,590 +26%
SEIA
83
Signature Estate & Investment Advisors
California
$9.64M +$237K +10,143 +3%
KV
84
Kickstand Ventures
New York
$9.51M -$1.75M -74,580 -15%
SFS
85
Security Financial Services
Indiana
$9.32M +$286K +12,226 +3%
ACA
86
Affinity Capital Advisors
California
$9.31M -$24.1K -1,028 -0.3%
DF
87
Daviman Financial
Indiana
$9.23M +$177K +7,562 +2%
FRA
88
FFG Retirement Advisors
Colorado
$9.19M +$697K +29,768 +8%
PFM
89
Peak Financial Management
Massachusetts
$9.13M +$936K +40,002 +11%
ATPW
90
Ashton Thomas Private Wealth
Arizona
$8.84M +$262K +11,207 +3%
AWM
91
AE Wealth Management
Kansas
$8.81M +$364K +15,554 +4%
UFA
92
Unify Financial Advisors
Florida
$8.67M +$327K +13,961 +4%
LIM
93
Lathrop Investment Management
Arkansas
$8.59M +$3.24M +138,498 +60%
IA
94
IFP Advisors
Florida
$8.26M -$2.29M -97,984 -22%
C1AG
95
Client 1st Advisory Group
Florida
$8.15M +$211K +9,033 +3%
AWM
96
Avior Wealth Management
Nebraska
$7.81M +$385K +16,467 +5%
MCM
97
MAI Capital Management
Ohio
$7.8M +$500K +21,350 +7%
CFD
98
Creative Financial Designs
Indiana
$7.72M +$403K +17,234 +5%
SFS
99
Summit Financial Strategies
Ohio
$7.63M -$2.01M -85,755 -21%
IWC
100
Integrated Wealth Concepts
Massachusetts
$7.41M +$2.01M +85,843 +37%
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4
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