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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Maltin Wealth Management
New Jersey
$943K +$4.99K +182 +0.5%
BWA
227
Burt Wealth Advisors
Maryland
$931K +$468K +17,060 +99%
Jones Financial Companies
228
Jones Financial Companies
Missouri
$917K
BI
229
Blooom Inc
Kansas
$911K +$84.6K +3,084 +10%
GWM
230
Geneos Wealth Management
Colorado
$911K +$781K +28,474 +561%
VDI
231
Vaughan David Investments
Illinois
$907K
BWM
232
Blossom Wealth Management
California
$888K +$83.1K +3,032 +10%
WIC
233
Whitegate Investment Counselors
New Hampshire
$882K +$20.1K +732 +2%
DIS
234
Diversified Investment Strategies
Louisiana
$880K -$51.3K -1,870 -5%
SFG
235
Sage Financial Group
Pennsylvania
$873K
TC
236
Tatro Capital
Kentucky
$863K -$10.4K -378 -1%
SWM
237
Spire Wealth Management
Virginia
$855K +$13.5K +494 +2%
SIAG
238
Signet Investment Advisory Group
Rhode Island
$838K +$186K +6,790 +28%
TWM
239
Triton Wealth Management
Arizona
$830K +$196K +7,162 +30%
HA
240
Harborview Advisors
Maine
$816K +$228K +8,320 +38%
MAS
241
Managed Account Services
Florida
$815K +$22.4K +816 +3%
KLI
242
Kelman-Lazarov Inc
Tennessee
$810K
BL
243
BCWM LLC
Kansas
$781K -$30.3K -1,104 -4%
BAMG
244
Brand Asset Management Group
Missouri
$760K +$28.5K +1,038 +4%
WFA
245
Wade Financial Advisory
California
$757K -$30.3K -1,104 -4%
LCM
246
Liberty Capital Management
Michigan
$741K -$12.6K -460 -2%
SP
247
Successful Portfolios
Florida
$737K -$13.2K -482 -2%
GVAG
248
Great Valley Advisor Group
Delaware
$731K +$304K +11,104 +70%
KWA
249
KCS Wealth Advisory
California
$730K -$59.1K -2,156 -7%
PFA
250
Pure Financial Advisors
California
$725K +$5.26K +192 +0.7%