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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
226
Managed Account Services
Florida
$861K -$63.4K -2,310 -7%
PWMG
227
Prestige Wealth Management Group
New Jersey
$840K -$255K -9,278 -23%
WA
228
WBH Advisory
Maryland
$837K -$8.29K -302 -1%
DP
229
DDD Partners
Washington
$835K +$35.9K +1,306 +4%
WFA
230
Wade Financial Advisory
California
$820K -$2.25K -82 -0.3%
MSWMA
231
Market Street Wealth Management Advisors
Indiana
$785K -$457K -16,634 -36%
SP
232
Successful Portfolios
Florida
$781K +$9.39K +342 +1%
TIM
233
Total Investment Management
Arizona
$780K -$187K -6,798 -19%
LFS
234
Lutz Financial Services
Nebraska
$773K +$9.28K +338 +1%
BL
235
BCWM LLC
Kansas
$769K +$22K +802 +3%
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$766K +$25.5K +928 +3%
BWM
237
Blossom Wealth Management
California
$763K +$145K +5,274 +23%
S
238
SignatureFD
Georgia
$760K -$14.9K -544 -2%
LCM
239
Liberty Capital Management
Michigan
$749K -$16.5K -602 -2%
CAN
240
Cetera Advisor Networks
California
$749K +$762K +27,768 New
CAMG
241
CWA Asset Management Group
Florida
$740K +$753K +27,426 New
ZF
242
Zhang Financial
Michigan
$735K +$65.7K +2,394 +10%
PFA
243
Pure Financial Advisors
California
$720K -$2.03K -74 -0.3%
TWM
244
Triton Wealth Management
Arizona
$715K -$3.82M -139,002 -84%
HWA
245
HHM Wealth Advisors
Tennessee
$715K -$38.4K -1,400 -5%
UWM
246
USAdvisors Wealth Management
Minnesota
$710K -$7.58M -276,200 -91%
BAMG
247
Brand Asset Management Group
Missouri
$701K +$118K +4,298 +20%
MWP
248
Meridian Wealth Partners
Pennsylvania
$692K +$1.76K +64 +0.3%
BA
249
Ballast Advisors
Minnesota
$688K +$36.6K +1,332 +6%
SWA
250
Sightline Wealth Advisors
Connecticut
$685K -$68.9K -2,510 -9%