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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
251
StrategIQ Financial Group
Indiana
$681K +$54 +2 +0%
BPWA
252
Beacon Pointe Wealth Advisors
California
$672K +$145K +5,402 +27%
CAG
253
Curtis Advisory Group
California
$651K +$653K +24,350 New
TW
254
TrinityPoint Wealth
Connecticut
$641K +$22.1K +826 +4%
CIA
255
Compass Ion Advisors
Pennsylvania
$639K +$641K +23,922 New
BFIC
256
Bedell Frazier Investment Counselling
California
$630K
CIC
257
Carnegie Investment Counsel
Ohio
$630K +$6.49K +242 +1%
Cetera Investment Advisers
258
Cetera Investment Advisers
Illinois
$624K +$33K +1,230 +6%
AP
259
Appleton Partners
Massachusetts
$621K -$91.1K -3,400 -13%
SFS
260
Sowell Financial Services
Arkansas
$608K -$552K -20,586 -47%
CCMW
261
Cypress Capital Management (Wyoming)
Wyoming
$605K +$607K +22,632 New
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$596K
BWP
263
BSW Wealth Partners
Colorado
$593K -$54.6K -2,036 -8%
OMC
264
Old Mission Capital
Illinois
$592K +$594K +22,164 New
MSWMA
265
Market Street Wealth Management Advisors
Indiana
$582K +$26.3K +980 +5%
Citadel Advisors
266
Citadel Advisors
Florida
$581K +$583K +21,756 New
3C
267
361 Capital
Colorado
$574K +$58.6K +2,186 +11%
FC
268
Financial Consulate
Maryland
$563K
GC
269
Gratus Capital
Georgia
$549K +$550K +20,540 New
HDIM
270
Hanson & Doremus Investment Management
Vermont
$548K +$20.5K +764 +4%
TFA
271
Toth Financial Advisory
Virginia
$546K +$21.7K +810 +4%
SSWM
272
Sheets Smith Wealth Management
North Carolina
$544K +$62K +2,312 +13%
BCP
273
Blue Chip Partners
Michigan
$536K +$4.77K +178 +0.9%
BWA
274
BDO Wealth Advisors
Florida
$534K
QCMNJ
275
Quantum Capital Management (New Jersey)
New Jersey
$499K -$38K -1,418 -7%