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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIS
276
Diversified Investment Strategies
Louisiana
$638K +$111K +3,960 +21%
MI
277
Moneywise Inc
Virginia
$636K +$39.7K +1,418 +7%
PG
278
Prostatis Group
Maryland
$634K -$76.8K -2,746 -11%
BCP
279
Blue Chip Partners
Michigan
$623K +$4.75K +170 +0.8%
CFS
280
CRA Financial Services
New Jersey
$622K +$104K +3,722 +20%
Kovitz Investment Group Partners
281
Kovitz Investment Group Partners
Illinois
$611K -$761K -27,200 -56%
BAMG
282
Brand Asset Management Group
Missouri
$608K +$52.8K +1,888 +10%
BI
283
Blooom Inc
Kansas
$604K +$604K +21,604 New
RW
284
REDW Wealth
New Mexico
$590K -$87.2K -3,120 -13%
BFIC
285
Bedell Frazier Investment Counselling
California
$583K -$28K -1,000 -5%
CGFA
286
Colton Groome Financial Advisors
North Carolina
$583K -$14.5K -520 -2%
HWMG
287
Hurlow Wealth Management Group
Indiana
$575K -$61.5K -2,200 -10%
AAS
288
Avantax Advisory Services
Texas
$558K -$164K -5,874 -23%
FC
289
Financial Consulate
Maryland
$553K
IA
290
IFG Advisory
Georgia
$553K +$553K +19,760 New
OFS
291
Oldfather Financial Services
Nebraska
$552K -$19.9K -712 -3%
LWAC
292
Laurel Wealth Advisors (California)
California
$548K +$11.3K +404 +2%
AWM
293
Apollon Wealth Management
South Carolina
$535K -$161K -5,740 -23%
CWM
294
Cabot Wealth Management
Massachusetts
$535K -$18K -644 -3%
GI
295
GS Investments
Minnesota
$534K +$533K +19,056 New
HFA
296
HC Financial Advisors
California
$533K
GRP
297
Global Retirement Partners
California
$530K +$12K +430 +2%
SL
298
Savior LLC
Massachusetts
$530K +$261K +9,326 +97%
MWM
299
Mission Wealth Management
California
$528K -$67.7K -2,422 -11%
SFG
300
StrategIQ Financial Group
Indiana
$527K -$34K -1,216 -6%