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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
151
Greenup Street Wealth Management
Michigan
$3.25M +$518K +22,140 +19%
GFWA
152
Grey Fox Wealth Advisors
Delaware
$3.19M -$55.4K -2,366 -2%
EWA
153
Emergent Wealth Advisors
New York
$3.12M +$3.04K +130 +0.1%
JFG
154
JMG Financial Group
Illinois
$3.1M -$5.5M -234,886 -64%
RWM
155
RKL Wealth Management
Pennsylvania
$3.1M -$149K -6,366 -5%
ES
156
ETF Store
Kansas
$3.09M -$243K -10,390 -7%
AI
157
Atria Investments
North Carolina
$2.96M -$25.9K -1,106 -0.9%
SI
158
Stonekeep Investments
New Mexico
$2.96M +$129K +5,502 +5%
MSFS
159
Main Street Financial Solutions
Pennsylvania
$2.94M +$459K +19,602 +19%
OC
160
Oarsman Capital
Wisconsin
$2.9M +$628K +26,800 +28%
RIM
161
Redwood Investment Management
Arizona
$2.85M +$179K +7,628 +7%
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$2.84M +$124K +5,280 +5%
VA
163
Valmark Advisers
Ohio
$2.83M +$582K +24,844 +26%
SWA
164
Sightline Wealth Advisors
Connecticut
$2.78M -$1.01M -43,090 -27%
BBW
165
Blue Barn Wealth
Utah
$2.75M +$68.2K +2,912 +3%
FW
166
FullCircle Wealth
Texas
$2.73M +$3.14M +134,174 +131%
FWP
167
Firethorn Wealth Partners
Georgia
$2.72M -$34K -1,454 -1%
OFG
168
Omega Financial Group
California
$2.7M -$225K -9,622 -8%
RPGK
169
Retirement Planning Group (Kansas)
Kansas
$2.69M -$1.15M -48,922 -30%
VFPW
170
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.58M -$7.46M -318,644 -75%
GRP
171
Global Retirement Partners
California
$2.57M -$128K -5,460 -5%
NRI
172
NFP Retirement Inc
California
$2.57M -$60.8K -2,596 -2%
AA
173
Ancora Advisors
Ohio
$2.54M -$186K -7,930 -7%
LTL
174
Lowery Thomas LLC
California
$2.54M +$2.5M +106,724 New
PWM
175
Perigon Wealth Management
California
$2.53M +$83.8K +3,580 +3%
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7
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