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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
226
Willow Creek Wealth Management
California
$568K +$4.64K +182 +0.8%
PWM
227
Perigon Wealth Management
California
$568K +$178K +6,984 +47%
GCA
228
Genesee Capital Advisors
New York
$553K +$227K +8,916 +72%
3C
229
361 Capital
Colorado
$548K -$16.8K -660 -3%
Deutsche Bank
230
Deutsche Bank
Germany
$535K -$362K -14,180 -41%
QCMNJ
231
Quantum Capital Management (New Jersey)
New Jersey
$532K +$102 +4 +0%
OPA
232
Old Port Advisors
Maine
$532K +$2.5K +98 +0.5%
BCP
233
Blue Chip Partners
Michigan
$526K -$67.2K -2,632 -11%
BWA
234
BDO Wealth Advisors
Florida
$519K
HWM
235
Highwater Wealth Management
Colorado
$518K +$60.7K +2,380 +14%
KFA
236
Kays Financial Advisory
Georgia
$516K -$10.8M -424,048 -96%
LAIC
237
Lederer & Associates Investment Counsel
California
$514K +$53.6K +2,102 +12%
PAG
238
Private Advisor Group
New Jersey
$503K -$1.73M -67,950 -78%
MSWMA
239
Market Street Wealth Management Advisors
Indiana
$492K +$177K +6,928 +58%
TFA
240
Toth Financial Advisory
Virginia
$481K +$13.4K +524 +3%
FLA
241
Financial Life Advisors
Texas
$477K
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$477K +$57.6K +2,258 +14%
CA
243
Continuum Advisory
Idaho
$473K +$184K +7,230 +65%
BWL
244
Bogart Wealth LLC
Virginia
$472K +$465K +18,228 New
CWM
245
Confluence Wealth Management
Oregon
$467K -$644K -25,258 -58%
CMBA
246
C.M. Bidwell & Associates
Hawaii
$463K +$4.64K +182 +1%
CIC
247
Cutler Investment Counsel
Oregon
$458K +$450K +17,640 New
AFS
248
Access Financial Services
Minnesota
$456K -$21.9K -860 -5%
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$440K -$220K -8,606 -34%
H
250
HoyleCohen
California
$438K +$1.23K +48 +0.3%