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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHB
251
Midwest Heritage Bank
Iowa
$1.02M +$1.05M +40,420 New
IWC
252
Integrated Wealth Concepts
Massachusetts
$1.02M +$738K +28,416 +238%
BI
253
Blooom Inc
Kansas
$1.01M +$55.7K +2,144 +6%
PFA
254
Pure Financial Advisors
California
$1M +$383K +14,760 +59%
EHAM
255
Eagle Harbor Asset Management
Washington
$993K
CWM
256
Congress Wealth Management
Massachusetts
$990K -$65.2K -2,510 -6%
LIM
257
Lathrop Investment Management
Arkansas
$975K -$1.14K -44 -0.1%
WA
258
WBH Advisory
Maryland
$948K -$191K -7,340 -16%
AWM
259
Apollon Wealth Management
South Carolina
$935K +$108K +4,154 +13%
HIF
260
Hill Island Financial
Michigan
$933K -$273K -10,506 -22%
T
261
TRUADVICE
Florida
$917K +$106K +4,096 +12%
SDWMA
262
Schneider Downs Wealth Management Advisors
Pennsylvania
$911K -$172K -6,636 -16%
Wells Fargo
263
Wells Fargo
California
$910K +$124K +4,778 +15%
SPI
264
Sutton Place Investors
New York
$907K +$971K +37,388 New
AFP
265
Ausdal Financial Partners
Iowa
$905K +$572K +22,032 +160%
PA
266
Parallel Advisors
California
$896K -$78.6K -3,026 -8%
SWM
267
Stockman Wealth Management
Montana
$894K -$379K -14,606 -29%
PFC
268
Phocas Financial Corp
California
$878K +$901K +34,712 New
SAM
269
Sawgrass Asset Management
Florida
$878K +$902K +34,720 New
LFA
270
Landmark Financial Advisors
Kentucky
$866K -$137K -5,292 -13%
MAM
271
Marquette Asset Management
Minnesota
$865K -$373K -14,356 -30%
DP
272
DDD Partners
Washington
$863K +$23.9K +922 +3%
AC
273
Abbrea Capital
California
$862K -$20.8K -800 -2%
SHWM
274
Smith & Howard Wealth Management
Georgia
$859K +$882K +33,962 New
Royal Bank of Canada
275
Royal Bank of Canada
Ontario, Canada
$849K +$361K +13,910 +71%