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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
126
GSB Wealth Management
Connecticut
$4M +$1.11M +47,492 +38%
CWAG
127
Carlsbad Wealth Advisory Group
California
$3.97M +$4M +171,802 New
SB
128
Strategic Blueprint
Georgia
$3.92M -$431K -18,514 -10%
GRP
129
Global Retirement Partners
California
$3.92M -$30.4K -1,308 -0.8%
CFD
130
Creative Financial Designs
Indiana
$3.91M +$899K +38,616 +30%
PFM
131
Peak Financial Management
Massachusetts
$3.84M +$119K +5,102 +3%
BC
132
Bartlett & Co
Ohio
$3.79M -$133K -5,696 -3%
BCWM
133
Bartlett & Co Wealth Management
Ohio
$3.79M -$133K -5,696 -3%
EWM
134
Empirical Wealth Management
Washington
$3.77M +$193K +8,294 +5%
MLA
135
My Legacy Advisors
Oregon
$3.75M +$719K +30,898 +24%
CBFP
136
Cedar Brook Financial Partners
Ohio
$3.66M +$170K +7,294 +5%
PFM
137
Phillips Financial Management
Indiana
$3.59M -$21.9K -940 -0.6%
AF
138
Advisornet Financial
Minnesota
$3.53M +$48.9K +2,102 +1%
IA
139
IFP Advisors
Florida
$3.52M -$955K -41,056 -21%
WA
140
Waverly Advisors
Alabama
$3.48M -$259K -11,138 -7%
JWM
141
Janiczek Wealth Management
Colorado
$3.44M +$91.9K +3,948 +3%
OFG
142
Omega Financial Group
California
$3.41M +$50.2K +2,158 +1%
CMP
143
Courage Miller Partners
Virginia
$3.39M +$47 +2 +0%
SMG
144
Smart Money Group
Texas
$3.33M -$127K -5,478 -4%
CF
145
Corrigan Financial
Rhode Island
$3.32M -$18.8K -808 -0.6%
BL
146
BFSG LLC
California
$3.3M +$312K +13,388 +10%
AA
147
Ancora Advisors
Ohio
$3.27M -$126K -5,426 -4%
CWM
148
Cedar Wealth Management
California
$3.25M -$4.2M -180,404 -56%
HA
149
HC Advisors
Georgia
$3.21M -$437K -18,760 -12%
LEFP
150
Leading Edge Financial Planning
Tennessee
$3.2M -$106K -4,558 -3%
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