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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
251
Western Wealth Management
Colorado
$461K +$57.2K +2,200 +15%
BWA
252
Burt Wealth Advisors
Maryland
$454K +$10K +386 +2%
H
253
HoyleCohen
California
$450K +$1.93K +74 +0.4%
HIC
254
Holderness Investments Company
North Carolina
$450K +$442K +16,980 New
RF
255
RHS Financial
California
$439K -$430K -16,542 -50%
SS
256
Simplicity Solutions
Minnesota
$438K -$191K -7,330 -31%
SSWM
257
Sheets Smith Wealth Management
North Carolina
$426K +$166K +6,400 +66%
Thrivent Financial for Lutherans
258
Thrivent Financial for Lutherans
Minnesota
$421K
SA
259
SRH Advisors
Kansas
$412K
AC
260
Alley Company
Illinois
$405K +$26.9K +1,036 +7%
GI
261
GS Investments
Minnesota
$404K +$18.1K +696 +5%
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$399K -$211K -8,110 -35%
AF
263
Allworth Financial
California
$389K -$44.1K -1,694 -10%
AFS
264
Access Financial Services
Minnesota
$385K -$79.2K -3,044 -17%
HS
265
Horan Securities
United States
$382K -$5.8M -222,940 -94%
DAS
266
Dynamic Advisor Solutions
Arizona
$382K -$1.72M -66,122 -82%
SAM
267
Summit Asset Management
Tennessee
$382K
SWA
268
Stratos Wealth Advisors
Ohio
$380K +$88.9K +3,420 +31%
Cerity Partners
269
Cerity Partners
New York
$376K +$369K +14,182 New
HIM
270
Hanlon Investment Management
New Jersey
$375K +$16.3K +628 +5%
CAG
271
Crestwood Advisors Group
Massachusetts
$373K +$18.5K +710 +5%
FAM
272
Foothills Asset Management
Arizona
$368K -$6.24K -240 -2%
BJL
273
Brighton Jones LLC
Washington
$366K -$61.4K -2,360 -15%
MI
274
Moneywise Inc
Virginia
$342K -$432K -16,600 -56%
DW
275
Domani Wealth
Pennsylvania
$341K +$416 +16 +0.1%