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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRCM
226
Rappaport Reiches Capital Management
Illinois
$1.17M -$185K -8,112 -14%
HIF
227
Hill Island Financial
Michigan
$1.17M +$282K +12,370 +32%
CFA
228
Cahill Financial Advisors
Minnesota
$1.17M +$633K +27,820 +118%
GWWM
229
Great Waters Wealth Management
Minnesota
$1.14M +$1.1M +48,362 New
OFG
230
OTA Financial Group
New York
$1.14M -$2.99M -131,414 -72%
GVAG
231
Great Valley Advisor Group
Delaware
$1.13M -$77.6K -3,408 -6%
MA
232
Momentum Advisors
New York
$1.13M +$271K +11,908 +32%
LAIC
233
Lederer & Associates Investment Counsel
California
$1.11M -$5.37K -236 -0.5%
WFC
234
Western Financial Corp
California
$1.11M -$12.1K -532 -1%
BWM
235
Blossom Wealth Management
California
$1.1M +$118K +5,172 +12%
SPI
236
Sutton Place Investors
New York
$1.08M +$57.2K +2,514 +6%
CMBA
237
C.M. Bidwell & Associates
Hawaii
$1.08M -$353K -15,504 -25%
BWM
238
BerganKDV Wealth Management
Minnesota
$1.07M +$135K +5,950 +15%
KWM
239
Kingsview Wealth Management
Oregon
$1.06M -$2.05K -90 -0.2%
JWA
240
JFS Wealth Advisors
Pennsylvania
$1.05M +$44.3K +1,948 +4%
LA
241
LexAurum Advisors
Kansas
$1.05M +$64.9K +2,850 +7%
Cetera Investment Advisers
242
Cetera Investment Advisers
Illinois
$1.03M +$11.1K +488 +1%
VAS
243
Valicenti Advisory Services
New York
$1.02M -$326K -14,314 -24%
GCA
244
Gradient Capital Advisors
California
$1.01M -$17.8K -780 -2%
FFA
245
Farther Finance Advisors
California
$1.01M +$1.01M +44,308 New
CWM
246
Congress Wealth Management
Massachusetts
$1.01M -$25.5K -1,118 -2%
AACR
247
ACR Alpine Capital Research
Missouri
$1M +$2.5K +110 +0.3%
MWP
248
Meridian Wealth Partners
Pennsylvania
$988K -$5.51K -242 -0.6%
JSL
249
JT Stratford LLC
Georgia
$984K +$982K +43,114 New
CA
250
Cetera Advisors
Colorado
$981K -$109K -4,770 -10%