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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
226
Liberty Capital Management
Michigan
$790K -$12.2K -450 -2%
BO
227
BRR OpCo
Ohio
$786K -$53.2K -1,970 -6%
ZF
228
Zhang Financial
Michigan
$783K -$67K -2,480 -8%
TIM
229
Total Investment Management
Arizona
$780K -$248K -9,190 -24%
CAG
230
Curtis Advisory Group
California
$776K +$115K +4,248 +17%
PFS
231
Prospera Financial Services
Texas
$756K +$5.13K +190 +0.7%
5L
232
55I LLC
Massachusetts
$756K +$430K +15,936 +141%
Jones Financial Companies
233
Jones Financial Companies
Missouri
$751K -$83.7K -3,100 -10%
PFA
234
Pure Financial Advisors
California
$721K -$712K -26,370 -50%
MML Investors Services
235
MML Investors Services
Massachusetts
$720K -$49.9K -1,848 -7%
PAM
236
Peak Asset Management
Colorado
$719K
SP
237
Successful Portfolios
Florida
$715K -$741K -27,452 -51%
HB
238
Homrich & Berg
Georgia
$705K -$296K -10,960 -30%
SS
239
Simplicity Solutions
Minnesota
$705K -$972 -36 -0.1%
CIC
240
Carnegie Investment Counsel
Ohio
$702K +$61.6K +2,280 +10%
AP
241
Appleton Partners
Massachusetts
$692K +$61.5K +2,276 +10%
CA
242
Continuum Advisory
Idaho
$689K -$21.7K -804 -3%
CA
243
Cambridge Advisors
Nebraska
$688K -$54K -2,000 -7%
OCM
244
One Capital Management
California
$679K -$19.8K -732 -3%
TW
245
TrinityPoint Wealth
Connecticut
$677K +$25.3K +938 +4%
HIC
246
Holderness Investments Company
North Carolina
$676K -$178K -6,580 -21%
RW
247
REDW Wealth
New Mexico
$671K -$45.2K -1,672 -6%
CWM
248
Cabot Wealth Management
Massachusetts
$670K -$38.6K -1,428 -5%
HWA
249
HHM Wealth Advisors
Tennessee
$663K -$236K -8,738 -26%
Cetera Investment Advisers
250
Cetera Investment Advisers
Illinois
$654K +$20.1K +744 +3%