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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
151
Avion Wealth
Texas
$2.76M -$361K -12,910 -12%
SWM
152
SeaCrest Wealth Management
New York
$2.73M +$601K +21,500 +28%
OWM
153
Opes Wealth Management
California
$2.65M -$669K -23,938 -20%
ECM
154
Exchange Capital Management
Michigan
$2.65M -$311K -11,112 -11%
KWM
155
Kingsview Wealth Management
Oregon
$2.64M -$66K -2,360 -2%
SC
156
Savant Capital
Illinois
$2.53M +$82.8K +2,962 +3%
CW
157
CreativeOne Wealth
Kansas
$2.49M -$333K -11,920 -12%
CMBA
158
C.M. Bidwell & Associates
Hawaii
$2.46M -$145K -5,200 -6%
CB
159
Commerce Bank
Missouri
$2.44M +$2.43M +86,910 New
SHWM
160
Silicon Hills Wealth Management
Texas
$2.36M -$160K -5,718 -6%
LF
161
Lee Financial
Texas
$2.29M +$412K +14,720 +22%
BSAM
162
Blue Square Asset Management
New York
$2.25M +$42.9K +1,534 +2%
BMCM
163
Burns Matteson Capital Management
New York
$2.22M +$2.21M +79,204 New
JWA
164
JFS Wealth Advisors
Pennsylvania
$2.21M -$371K -13,254 -14%
GCA
165
Gradient Capital Advisors
California
$2.2M -$125K -4,468 -5%
VFIC
166
Valley Forge Investment Consultants
Pennsylvania
$2.19M +$2.18M +78,078 New
HSA
167
HBK Sorce Advisory
Pennsylvania
$2.09M +$838K +29,950 +67%
AG
168
Appleton Group
Wisconsin
$2.02M +$142K +5,082 +8%
AP
169
Adero Partners
California
$1.97M +$19K +680 +1%
IA
170
IFP Advisors
Florida
$1.96M +$64.7K +2,314 +3%
TCM
171
Twele Capital Management
Minnesota
$1.93M +$196K +7,018 +11%
NB
172
NBT Bank
New York
$1.93M +$589K +21,054 +44%
SP
173
SWS Partners
Ohio
$1.92M -$39.4K -1,410 -2%
PFM
174
Phillips Financial Management
Indiana
$1.91M +$226K +8,078 +13%
AIM
175
AMI Investment Management
Indiana
$1.89M -$109K -3,882 -5%
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