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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
251
Natixis Advisors
Massachusetts
$1.08M +$224K +9,892 +25%
AWA
252
Alaska Wealth Advisors
Alaska
$1.05M +$62.1K +2,742 +6%
VPP
253
Vertex Planning Partners
Illinois
$1.05M +$69K +3,046 +7%
FW
254
FirstPurpose Wealth
Utah
$1.05M -$35.4K -1,564 -3%
GWWM
255
Great Waters Wealth Management
Minnesota
$1.03M -$28.8K -1,270 -3%
RIM
256
Redwood Investment Management
Arizona
$1.03M +$1.05M +46,414 New
AA
257
Advisory Alpha
Michigan
$1.02M -$555K -24,470 -35%
AAS
258
Avantax Advisory Services
Texas
$1.01M +$698K +30,780 +205%
CIC
259
Cutler Investment Counsel
Oregon
$1.01M +$114K +5,026 +12%
EGWAG
260
Elwood & Goetz Wealth Advisory Group
Georgia
$1.01M -$1.36M -60,150 -57%
HWA
261
HHM Wealth Advisors
Tennessee
$1M +$289K +12,764 +39%
Cetera Investment Advisers
262
Cetera Investment Advisers
Illinois
$984K -$27K -1,192 -3%
TNA
263
True North Advisors
Texas
$966K -$37.2K -1,642 -4%
GVAG
264
Great Valley Advisor Group
Delaware
$965K -$25.5K -1,124 -3%
LIM
265
Lathrop Investment Management
Arkansas
$953K +$1.68K +74 +0.2%
Royal Bank of Canada
266
Royal Bank of Canada
Ontario, Canada
$953K +$555K +24,492 +131%
AHC
267
Anderson Hoagland & Co
Missouri
$952K +$252K +11,104 +35%
AT
268
American Trust
Kentucky
$949K -$20.2M -893,528 -95%
SWM
269
Stockman Wealth Management
Montana
$926K +$71.4K +3,150 +8%
SC
270
Shearwater Capital
Colorado
$922K -$19.7K -870 -2%
PFA
271
Pinnacle Family Advisors
Missouri
$915K -$98.4K -4,344 -9%
JWS
272
Juncture Wealth Strategies
Arizona
$911K -$7.71K -340 -0.8%
BFA
273
Beacon Financial Advisory
Ohio
$907K +$138K +6,104 +17%
GCA
274
Gradient Capital Advisors
California
$905K -$10.6K -466 -1%
JWA
275
JFS Wealth Advisors
Pennsylvania
$904K -$84.9K -3,746 -8%