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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
276
Oarsman Capital
Wisconsin
$493K +$1.72K +64 +0.3%
FLA
277
Financial Life Advisors
Texas
$491K
Nomura Asset Management
278
Nomura Asset Management
Japan
$482K +$484K +18,060 New
Royal Bank of Canada
279
Royal Bank of Canada
Ontario, Canada
$472K +$155K +5,780 +49%
CIC
280
Cutler Investment Counsel
Oregon
$471K +$54 +2 +0%
QCG
281
Quadrant Capital Group
Ohio
$468K +$489K +18,232 New
SIS
282
SVB Investment Services
Utah
$467K +$468K +17,470 New
RWA
283
River Wealth Advisors
Pennsylvania
$459K +$95.2K +3,554 +26%
H
284
HoyleCohen
California
$458K +$2.41K +90 +0.5%
OPA
285
Old Port Advisors
Maine
$456K -$6.11K -228 -1%
BCM
286
Breiter Capital Management
Florida
$455K -$73.6K -2,746 -14%
WWM
287
Western Wealth Management
Colorado
$451K -$8.04K -300 -2%
ACM
288
AlphaStar Capital Management
North Carolina
$445K -$17.2K -642 -4%
RWRC
289
R.W. Roge & Company
New York
$442K +$441K +16,456 New
W
290
Wealthquest
Ohio
$433K -$84.7K -3,160 -16%
KLI
291
Kelman-Lazarov Inc
Tennessee
$432K +$433K +16,168 New
BAMG
292
Brand Asset Management Group
Missouri
$422K +$37.6K +1,402 +10%
SFP
293
Strategic Financial Planning
Texas
$419K +$420K +15,688 New
CBFP
294
Cedar Brook Financial Partners
Ohio
$416K -$220K -8,222 -35%
AF
295
Allworth Financial
California
$392K +$16.1K +602 +4%
AC
296
Alley Company
Illinois
$388K +$10.7K +400 +3%
BJL
297
Brighton Jones LLC
Washington
$384K +$21.2K +790 +6%
IC
298
IEQ Capital
California
$381K +$382K +14,250 New
IWM
299
IHT Wealth Management
Illinois
$381K +$382K +14,250 New
SWA
300
Stratos Wealth Advisors
Ohio
$376K -$72.9K -2,722 -16%