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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
176
JMG Financial Group
Illinois
$2.82M -$145K -6,283 -5%
CFMC
177
Curbstone Financial Management Corp
New Hampshire
$2.82M +$633K +27,400 +28%
OC
178
Oarsman Capital
Wisconsin
$2.79M +$21.4K +928 +0.8%
BBW
179
Blue Barn Wealth
Utah
$2.73M +$107K +4,633 +4%
OFS
180
OneAscent Financial Services
Alabama
$2.7M +$2.74M +118,755 New
SC
181
Savant Capital
Illinois
$2.69M +$1.84M +79,591 +205%
SI
182
Stonekeep Investments
New Mexico
$2.6M -$226K -9,795 -8%
FW
183
FullCircle Wealth
Texas
$2.55M -$2.88M -124,756 -53%
FD
184
Financial Designs
California
$2.51M +$170K +7,347 +7%
RWM
185
RKL Wealth Management
Pennsylvania
$2.49M -$474K -20,537 -16%
FWP
186
Firethorn Wealth Partners
Georgia
$2.49M -$111K -4,807 -4%
SWA
187
Sightline Wealth Advisors
Connecticut
$2.46M -$207K -8,977 -8%
RPGK
188
Retirement Planning Group (Kansas)
Kansas
$2.42M -$146K -6,341 -6%
FIA
189
Foundations Investment Advisors
Arizona
$2.42M +$365K +15,818 +17%
CFGSD
190
Compass Financial Group (South Dakota)
South Dakota
$2.42M +$118K +5,107 +5%
NCM
191
Northwest Capital Management
Oregon
$2.42M -$2.12M -91,713 -46%
ES
192
ETF Store
Kansas
$2.41M -$558K -24,170 -19%
AA
193
Ancora Advisors
Ohio
$2.4M -$25.9K -1,121 -1%
KAS
194
Kestra Advisory Services
Texas
$2.4M -$983K -42,528 -29%
WANY
195
Wealthspire Advisors (New York)
New York
$2.39M +$585K +25,309 +32%
VFPW
196
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.39M -$84.6K -3,660 -3%
MCA
197
Magnolia Capital Advisors
Mississippi
$2.35M – – –
IFG
198
Independent Financial Group
California
$2.34M +$122K +5,289 +5%
DWM
199
Diversify Wealth Management
Utah
$2.34M -$2.63M -113,874 -52%
CMAI
200
Capital Management Associates Inc
Minnesota
$2.31M +$170K +7,339 +8%
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