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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
201
Brookstone Capital Management
Illinois
$2.02M +$604K +25,804 +44%
BSB
202
Bangor Savings Bank
Maine
$1.97M -$162K -6,924 -8%
MFG
203
Midwest Financial Group
Kansas
$1.96M +$22.2K +950 +1%
CFO
204
CVA Family Office
Colorado
$1.96M +$6.09K +260 +0.3%
NB
205
NBT Bank
New York
$1.94M – – –
VFIC
206
Valley Forge Investment Consultants
Pennsylvania
$1.93M -$60.6K -2,590 -3%
AWM
207
Act Wealth Management
Texas
$1.91M +$1.89M +80,588 New
WANY
208
Wealthspire Advisors (New York)
New York
$1.9M -$623K -26,596 -25%
SB
209
Strategic Blueprint
Georgia
$1.9M -$271K -11,584 -13%
AA
210
Axiom Advisory
California
$1.89M +$940K +40,150 +99%
ASFA
211
All Season Financial Advisors
Colorado
$1.89M +$373K +15,934 +25%
NL
212
NWAM LLC
Washington
$1.87M +$1.84M +78,796 New
SWM
213
SeaCrest Wealth Management
New York
$1.86M -$3.56K -152 -0.2%
CCM
214
Crabel Capital Management
California
$1.85M +$1.09M +46,406 +148%
BIG
215
Bush Investment Group
Georgia
$1.82M +$64.7K +2,762 +4%
SFMG
216
Sage Financial Management Group
Virginia
$1.81M +$1.78M +76,092 New
CWM
217
Cedar Wealth Management
California
$1.8M +$412K +17,576 +30%
GWP
218
Gen-Wealth Partners
Michigan
$1.8M +$1.68M +71,940 +85%
WA
219
WBH Advisory
Maryland
$1.8M -$10.6K -452 -0.6%
CTWM
220
Cherry Tree Wealth Management
Minnesota
$1.79M +$61.5K +2,626 +4%
HWA
221
HHM Wealth Advisors
Tennessee
$1.74M +$258K +11,026 +18%
SAW
222
Signal Advisors Wealth
Michigan
$1.73M +$1.7M +72,678 New
RWM
223
Revisor Wealth Management
Ohio
$1.72M +$647K +27,622 +62%
MWM
224
Maripau Wealth Management
Indiana
$1.71M -$122K -5,202 -7%
OFS
225
Oldfather Financial Services
Nebraska
$1.68M +$34.1K +1,458 +2%
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