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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
226
Carnegie Investment Counsel
Ohio
$557K -$376K -15,056 -41%
3C
227
361 Capital
Colorado
$551K +$5.69K +228 +1%
WCWM
228
Willow Creek Wealth Management
California
$549K +$4.84K +194 +0.9%
PAM
229
Peak Asset Management
Colorado
$525K -$2.55K -102 -0.5%
QCMNJ
230
Quantum Capital Management (New Jersey)
New Jersey
$519K -$27.3K -1,092 -5%
DAS
231
Dynamic Advisor Solutions
Arizona
$519K +$174K +6,982 +52%
OPA
232
Old Port Advisors
Maine
$517K +$509K +20,392 New
BWA
233
BDO Wealth Advisors
Florida
$506K +$499K +20,000 New
AWM
234
AE Wealth Management
Kansas
$479K +$224K +8,988 +90%
AFS
235
Access Financial Services
Minnesota
$466K -$4.99K -200 -1%
FLA
236
Financial Life Advisors
Texas
$465K
TFA
237
Toth Financial Advisory
Virginia
$456K +$50K +2,004 +13%
LAIC
238
Lederer & Associates Investment Counsel
California
$448K +$63.1K +2,526 +17%
CMBA
239
C.M. Bidwell & Associates
Hawaii
$447K -$59.1K -2,366 -12%
HWM
240
Highwater Wealth Management
Colorado
$445K +$439K +17,584 New
ACM
241
Armbruster Capital Management
New York
$443K -$336K -13,464 -43%
H
242
HoyleCohen
California
$426K +$2.3K +92 +0.5%
SA
243
SRH Advisors
Kansas
$420K
BNP Paribas Financial Markets
244
BNP Paribas Financial Markets
France
$408K +$29.5K +1,180 +8%
WWM
245
Western Wealth Management
Colorado
$403K +$398K +15,956 New
BJL
246
Brighton Jones LLC
Washington
$400K +$8.14K +326 +2%
RW
247
REDW Wealth
New Mexico
$399K -$117K -4,688 -23%
MFGP
248
Marshall Financial Group (Pennsylvania)
Pennsylvania
$389K +$384K +15,390 New
FPCG
249
Fort Pitt Capital Group
Pennsylvania
$386K +$382K +15,278 New
MI
250
Moneywise Inc
Virginia
$383K -$301K -12,048 -44%