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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FD
176
Financial Designs
California
$2.39M +$2.39M +104,118 New
AA
177
AlphaQ Advisors
Florida
$2.37M +$49.8K +2,164 +2%
VI
178
VanderPol Investments
Michigan
$2.36M +$164K +7,154 +7%
MWA
179
MN Wealth Advisors
Kansas
$2.34M +$250K +10,864 +12%
RIM
180
Redwood Investment Management
Arizona
$2.31M +$588K +25,560 +34%
SMG
181
Smart Money Group
Texas
$2.3M -$617K -26,840 -21%
PAS
182
Park Avenue Securities
New York
$2.28M -$317K -13,798 -12%
KC
183
Kades & Cheifetz
Pennsylvania
$2.27M +$20K +868 +0.9%
CFMC
184
Curbstone Financial Management Corp
New Hampshire
$2.24M +$115K +5,000 +5%
SPI
185
Sutton Place Investors
New York
$2.24M +$831K +36,162 +59%
BCWM
186
Bartlett & Co Wealth Management
Ohio
$2.2M -$440K -19,152 -17%
MSFS
187
Main Street Financial Solutions
Pennsylvania
$2.17M +$2.17M +94,402 New
PWM
188
Perigon Wealth Management
California
$2.15M -$57.3K -2,494 -3%
CW
189
CreativeOne Wealth
Kansas
$2.1M +$64.4K +2,800 +3%
RWM
190
Revisor Wealth Management
Ohio
$2.07M +$1.84M +79,908 +852%
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M +$333K +14,462 +19%
IFG
192
Independent Financial Group
California
$2.04M +$183K +7,952 +10%
CAN
193
Cetera Advisor Networks
California
$2.02M +$50.3K +2,188 +3%
VFIC
194
Valley Forge Investment Consultants
Pennsylvania
$2.02M +$79.8K +3,472 +4%
BCM
195
Brookstone Capital Management
Illinois
$2.01M -$166K -7,212 -8%
GWP
196
Gen-Wealth Partners
Michigan
$1.97M +$1.97M +85,644 New
EHAM
197
Eagle Harbor Asset Management
Washington
$1.93M -$73.2K -3,182 -3%
NL
198
NWAM LLC
Washington
$1.92M +$140K +6,102 +8%
CWM
199
Cedar Wealth Management
California
$1.92M +$92.7K +4,030 +5%
NB
200
NBT Bank
New York
$1.91M +$1.75K +76 +0.1%
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