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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
251
HHM Wealth Advisors
Tennessee
$782K +$1.4K +50 +0.2%
SWA
252
Sightline Wealth Advisors
Connecticut
$782K +$781K +27,912 New
BL
253
BCWM LLC
Kansas
$776K +$7.38K +264 +1%
Commonwealth Equity Services
254
Commonwealth Equity Services
Massachusetts
$769K -$226K -8,088 -23%
RPG
255
Resource Planning Group
Georgia
$762K -$30.4K -1,088 -4%
AL
256
Aspiriant LLC
California
$754K -$116K -4,136 -13%
PFA
257
Pure Financial Advisors
California
$750K +$26.1K +934 +4%
JCIA
258
Jackson Creek Investment Advisors
Colorado
$750K +$86.1K +3,078 +13%
VCM
259
Vivaldi Capital Management
Illinois
$740K +$98.8K +3,534 +15%
PFS
260
Prospera Financial Services
Texas
$726K +$678K +24,246 +1,466%
MWP
261
Meridian Wealth Partners
Pennsylvania
$717K +$108K +3,852 +18%
MCC
262
Money Concepts Capital
Florida
$715K +$714K +25,526 New
MSFS
263
Main Street Financial Solutions
Pennsylvania
$714K +$713K +25,480 New
TFA
264
Toth Financial Advisory
Virginia
$705K +$88.7K +3,172 +14%
AHC
265
Anderson Hoagland & Co
Missouri
$702K +$701K +25,060 New
OCM
266
One Capital Management
California
$700K
ZF
267
Zhang Financial
Michigan
$696K -$70.1K -2,508 -9%
KJWM
268
Kiley Juergens Wealth Management
Washington
$692K +$691K +24,708 New
PAM
269
Peak Asset Management
Colorado
$686K -$28.2K -1,010 -4%
AP
270
Appleton Partners
Massachusetts
$681K -$5.59K -200 -0.8%
BA
271
Ballast Advisors
Minnesota
$677K +$431K +15,420 +176%
FG
272
Foster Group
Iowa
$665K +$664K +23,760 New
CIC
273
Carnegie Investment Counsel
Ohio
$653K -$19.3K -690 -3%
TA
274
TrueWealth Advisors
Alabama
$648K +$654K +23,382 New
BWM
275
Blossom Wealth Management
California
$644K +$644K +23,018 New