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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
226
StrategIQ Financial Group
Indiana
$686K +$54.2K +2,028 +9%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$660K +$404K +15,120 +161%
BWP
228
BSW Wealth Partners
Colorado
$652K -$8.65M -323,348 -93%
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
$643K
CBFP
230
Cedar Brook Financial Partners
Ohio
$641K +$99.2K +3,708 +18%
Renaissance Technologies
231
Renaissance Technologies
New York
$635K +$364K +13,600 +136%
LWAC
232
Laurel Wealth Advisors (California)
California
$634K +$379K +14,154 +151%
BFIC
233
Bedell Frazier Investment Counselling
California
$630K -$29.3K -1,096 -4%
CIC
234
Carnegie Investment Counsel
Ohio
$628K +$8.83K +330 +1%
PFS
235
Prospera Financial Services
Texas
$626K +$622K +23,268 New
TW
236
TrinityPoint Wealth
Connecticut
$621K +$620K +23,186 New
WCWM
237
Willow Creek Wealth Management
California
$597K +$3.85K +144 +0.7%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$595K +$36.4K +1,360 +7%
KFA
239
Kays Financial Advisory
Georgia
$591K +$47.9K +1,790 +9%
PWM
240
Perigon Wealth Management
California
$590K +$6.26K +234 +1%
FC
241
Financial Consulate
Maryland
$568K -$150K -5,616 -21%
MSWMA
242
Market Street Wealth Management Advisors
Indiana
$560K +$36.9K +1,380 +7%
HWM
243
Highwater Wealth Management
Colorado
$549K +$25.8K +964 +5%
QCMNJ
244
Quantum Capital Management (New Jersey)
New Jersey
$541K -$15.9K -596 -3%
BWA
245
BDO Wealth Advisors
Florida
$539K
BCP
246
Blue Chip Partners
Michigan
$535K -$14.3K -534 -3%
BCM
247
Breiter Capital Management
Florida
$533K -$20.4K -762 -4%
HDIM
248
Hanson & Doremus Investment Management
Vermont
$532K +$16.8K +628 +3%
BPWA
249
Beacon Pointe Wealth Advisors
California
$531K +$265K +9,922 +101%
TFA
250
Toth Financial Advisory
Virginia
$528K +$7.33K +274 +1%