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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
251
Smith & Howard Wealth Management
Georgia
$826K -$531K -22,284 -38%
SWM
252
Stockman Wealth Management
Montana
$819K -$14.3K -600 -2%
BI
253
Blooom Inc
Kansas
$815K +$37.8K +1,586 +5%
JWS
254
Juncture Wealth Strategies
Arizona
$812K +$435K +18,266 +104%
MHB
255
Midwest Heritage Bank
Iowa
$796K -$42.4K -1,780 -5%
FW
256
FirstPurpose Wealth
Utah
$786K -$15.2K -638 -2%
SIAG
257
Signet Investment Advisory Group
Rhode Island
$781K +$9.57K +402 +1%
SAM
258
Sawgrass Asset Management
Florida
$779K
LFA
259
Landmark Financial Advisors
Kentucky
$764K -$49K -2,060 -6%
SFS
260
Sowell Financial Services
Arkansas
$762K +$801K +33,630 New
SWA
261
Sightline Wealth Advisors
Connecticut
$752K +$786K +32,996 New
BMCM
262
Burns Matteson Capital Management
New York
$748K -$97.3K -4,088 -11%
WAM
263
WNY Asset Management
New York
$745K -$102K -4,270 -11%
PFC
264
Phocas Financial Corp
California
$741K -$47.6K -2,000 -6%
LCM
265
Liberty Capital Management
Michigan
$735K +$214K +8,974 +38%
AFP
266
Ausdal Financial Partners
Iowa
$733K -$56.9K -2,390 -7%
PA
267
Parallel Advisors
California
$729K -$128K -5,380 -14%
BL
268
BCWM LLC
Kansas
$728K +$78.7K +3,304 +11%
SFA
269
Seneca Financial Advisors
New York
$724K -$139K -5,844 -15%
TCA
270
Transcend Capital Advisors
New Jersey
$716K -$221K -9,270 -23%
BlackRock
271
BlackRock
New York
$712K -$4.01M -168,430 -84%
LFA
272
Laraway Financial Advisors
Minnesota
$712K -$11.4K -480 -2%
SFG
273
Sage Financial Group
Pennsylvania
$711K +$512K +21,500 +218%
CFG
274
Cooper Financial Group
California
$709K +$48.5K +2,036 +7%
JF
275
Joule Financial
Kentucky
$703K