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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
176
Perigon Wealth Management
California
$2.15M +$274K +11,762 +14%
PA
177
PFG Advisors
Arizona
$2.14M -$681K -29,288 -24%
RG
178
Retirement Group
California
$2.14M -$271K -11,636 -11%
MWM
179
Maripau Wealth Management
Indiana
$2.13M +$297K +12,756 +16%
AG
180
Appleton Group
Wisconsin
$2.09M +$69.1K +2,970 +3%
AWM
181
Avior Wealth Management
Nebraska
$2.08M +$301K +12,922 +17%
SWA
182
Stratos Wealth Advisors
Ohio
$2.02M +$297K +12,774 +17%
NL
183
NWAM LLC
Washington
$2.01M +$143K +6,136 +8%
BA
184
Ballast Advisors
Minnesota
$1.91M +$158K +6,784 +9%
AWC
185
Adamsbrown Wealth Consultants
Kansas
$1.82M -$143K -6,146 -7%
FWP
186
Firethorn Wealth Partners
Georgia
$1.82M -$75.1K -3,226 -4%
PCA
187
Pallas Capital Advisors
Massachusetts
$1.81M +$1.83M +78,622 New
EHAM
188
Eagle Harbor Asset Management
Washington
$1.81M +$6.66K +286 +0.3%
AA
189
Alesco Advisors
New York
$1.8M -$8.38K -360 -0.5%
VFIC
190
Valley Forge Investment Consultants
Pennsylvania
$1.8M -$84.3K -3,622 -4%
MFG
191
Midwest Financial Group
Kansas
$1.79M +$66K +2,836 +4%
SC
192
Savant Capital
Illinois
$1.78M -$60.1K -2,584 -3%
CW
193
CreativeOne Wealth
Kansas
$1.77M -$32.7K -1,404 -2%
RC
194
Roundview Capital
New Jersey
$1.76M -$833K -35,808 -32%
CWA
195
Clearview Wealth Advisors
Oregon
$1.72M +$72.5K +3,116 +4%
WANY
196
Wealthspire Advisors (New York)
New York
$1.7M -$73.7K -3,166 -4%
GFWA
197
Grey Fox Wealth Advisors
Delaware
$1.7M -$52.6K -2,262 -3%
NB
198
NBT Bank
New York
$1.7M – – –
FA
199
Faithward Advisors
Pennsylvania
$1.64M +$1.35M +57,908 +398%
AA
200
Advisory Alpha
Michigan
$1.63M +$1.64M +70,572 New
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