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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
126
MorganRosel Wealth Management
Colorado
$5.62M -$4.24M -181,265 -43%
CNWM
127
Clay Northam Wealth Management
California
$5.47M -$151K -6,464 -3%
CA
128
Chatterton & Associates
California
$5.41M +$1.44M +61,320 +36%
WA
129
Waverly Advisors
Alabama
$5.35M -$41.9K -1,792 -0.8%
HA
130
HC Advisors
Georgia
$5.29M +$748K +31,971 +16%
BWA
131
BlueSky Wealth Advisors
North Carolina
$5.27M -$50.9M -2,173,755 -91%
MWM
132
Manske Wealth Management
Texas
$5.24M +$256K +10,955 +5%
SI
133
Stonekeep Investments
New Mexico
$5.19M +$256K +10,927 +5%
FFN
134
Focus Financial Network
Minnesota
$5.13M -$4.16M -177,924 -45%
NSG
135
Nalls Sherbakoff Group
Tennessee
$5.11M -$114K -4,884 -2%
GFP
136
Guardian Financial Partners
California
$5.04M +$232K +9,907 +5%
WAM
137
Wakefield Asset Management
Colorado
$4.99M +$199K +8,505 +4%
FFA
138
Farther Finance Advisors
California
$4.95M +$890K +38,043 +22%
FCH
139
Freestone Capital Holdings
Washington
$4.94M -$155K -6,628 -3%
BCM
140
Brookstone Capital Management
Illinois
$4.78M +$168K +7,188 +4%
HFO
141
Heritage Family Offices
Arizona
$4.78M +$3.47M +148,357 +259%
XPN
142
XY Planning Network
Montana
$4.77M +$177K +7,563 +4%
FFS
143
Fischer Financial Services
Pennsylvania
$4.74M +$86.8K +3,710 +2%
TWM
144
Tradition Wealth Management
Minnesota
$4.72M -$180K -7,671 -4%
FPAS
145
Focus Partners Advisor Solutions
Missouri
$4.61M +$4.65M +198,732 New
WP
146
WealthPLAN Partners
Nebraska
$4.46M +$112K +4,791 +3%
SFG
147
SNS Financial Group
Minnesota
$4.45M -$2.66M -113,489 -37%
BWA
148
Bestgate Wealth Advisors
Maryland
$4.44M -$68K -2,905 -1%
BL
149
BFSG LLC
California
$4.42M -$17.3K -739 -0.4%
PFM
150
Phillips Financial Management
Indiana
$4.36M -$207K -8,835 -4%
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