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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
226
Kaizen Financial Strategies
California
$999K +$997K +35,646 New
TIM
227
Total Investment Management
Arizona
$995K -$275K -9,848 -22%
CST
228
Charles Schwab Trust
Nevada
$987K +$655K +23,422 +198%
BAM
229
Belpointe Asset Management
Nevada
$986K +$829K +29,656 +538%
WFA
230
Wipfli Financial Advisors
Wisconsin
$965K +$963K +34,434 New
MWM
231
Maltin Wealth Management
New Jersey
$960K +$7.27K +260 +0.8%
TC
232
Tatro Capital
Kentucky
$958K -$79.4K -2,838 -8%
MAS
233
Managed Account Services
Florida
$953K +$17.1K +610 +2%
VVP
234
Venture Visionary Partners
Ohio
$945K +$944K +33,760 New
VDI
235
Vaughan David Investments
Illinois
$944K -$191K -6,836 -17%
TW
236
TrinityPoint Wealth
Connecticut
$940K +$39.8K +1,422 +4%
SFG
237
Sage Financial Group
Pennsylvania
$933K +$224 +8 +0%
PAG
238
Private Advisor Group
New Jersey
$931K +$29.4K +1,052 +3%
Deutsche Bank
239
Deutsche Bank
Germany
$930K +$653K +23,348 +238%
BO
240
BRR OpCo
Ohio
$928K +$66.6K +2,380 +8%
WIC
241
Whitegate Investment Counselors
New Hampshire
$894K -$8.39K -300 -0.9%
Jones Financial Companies
242
Jones Financial Companies
Missouri
$891K
WA
243
WBH Advisory
Maryland
$873K -$74K -2,648 -8%
WFA
244
Wade Financial Advisory
California
$854K -$149K -5,332 -15%
DP
245
DDD Partners
Washington
$831K -$91.5K -3,272 -10%
S
246
SignatureFD
Georgia
$804K -$38K -1,358 -5%
SP
247
Successful Portfolios
Florida
$802K +$78.4K +2,804 +11%
MA
248
MCF Advisors
Kentucky
$797K +$496K +17,740 +166%
LCM
249
Liberty Capital Management
Michigan
$795K +$794K +28,384 New
LFS
250
Lutz Financial Services
Nebraska
$794K -$19.3K -690 -2%