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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
126
Waverly Advisors
Alabama
$5.43M -$682K -29,039 -11%
LIM
127
Lathrop Investment Management
Arkansas
$5.41M +$3.02M +128,825 +126%
NSG
128
Nalls Sherbakoff Group
Tennessee
$5.26M -$540K -23,007 -9%
FCH
129
Freestone Capital Holdings
Washington
$5.13M -$348K -14,818 -6%
AO
130
Advisor OS
Illinois
$5.1M -$8.24K -351 -0.2%
TWP
131
Total Wealth Planning
Ohio
$5.06M -$92.1M -3,921,602 -95%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$5.03M +$329K +14,006 +7%
MWM
133
Manske Wealth Management
Texas
$5.02M +$351K +14,960 +7%
SI
134
Stonekeep Investments
New Mexico
$4.97M +$483K +20,555 +11%
TWM
135
Tradition Wealth Management
Minnesota
$4.93M -$100K -4,268 -2%
GFP
136
Guardian Financial Partners
California
$4.84M -$194K -8,256 -4%
WAM
137
Wakefield Asset Management
Colorado
$4.83M +$232K +9,874 +5%
FFS
138
Fischer Financial Services
Pennsylvania
$4.68M +$212K +9,037 +5%
BCM
139
Brookstone Capital Management
Illinois
$4.65M -$82.8K -3,526 -2%
XPN
140
XY Planning Network
Montana
$4.64M +$4.66M +198,341 New
PFM
141
Phillips Financial Management
Indiana
$4.6M +$1.03K +44 +0%
HA
142
HC Advisors
Georgia
$4.57M +$241K +10,260 +6%
BWA
143
Bestgate Wealth Advisors
Maryland
$4.54M +$156K +6,653 +4%
BL
144
BFSG LLC
California
$4.47M +$167K +7,101 +4%
WP
145
WealthPLAN Partners
Nebraska
$4.37M -$24.2K -1,032 -0.5%
FA
146
Fiducient Advisors
Illinois
$4.26M +$4.28M +182,208 New
VI
147
VanderPol Investments
Michigan
$4.25M +$1.2M +51,177 +39%
TA
148
TPG Advisors
Illinois
$4.25M -$66.2K -2,821 -2%
LWA
149
Lifelong Wealth Advisors
Minnesota
$4.19M +$447K +19,019 +12%
CRC
150
Curi RMB Capital
Illinois
$4.11M -$297K -12,645 -7%
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