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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
276
StrategIQ Financial Group
Indiana
$537K +$29.6K +1,080 +6%
KAS
277
Kestra Advisory Services
Texas
$536K -$13.2M -481,344 -96%
FC
278
Financial Consulate
Maryland
$533K
AAS
279
Avantax Advisory Services
Texas
$532K -$3.84K -140 -0.7%
IA
280
IFG Advisory
Georgia
$527K -$5.49K -200 -1%
NWS
281
Newport Wealth Strategies
California
$525K -$2.69M -97,850 -83%
AL
282
Aspiriant LLC
California
$523K -$208K -7,590 -28%
HFA
283
HC Financial Advisors
California
$513K
Wells Fargo
284
Wells Fargo
California
$512K +$81.7K +2,976 +19%
DI
285
DAGCO Inc
Ohio
$512K +$521K +18,986 New
Millennium Management
286
Millennium Management
New York
$509K +$518K +18,880 New
Susquehanna International Group
287
Susquehanna International Group
Pennsylvania
$505K -$2.78M -101,154 -84%
SIM
288
Sterling Investment Management
Arizona
$503K
BWA
289
BDO Wealth Advisors
Florida
$503K +$4.12K +150 +0.8%
MWP
290
Madison Wealth Partners
Wisconsin
$499K
PWA
291
Providence Wealth Advisors
Illinois
$498K +$39.7K +1,446 +9%
FWM
292
Frontier Wealth Management
Missouri
$497K +$175K +6,386 +53%
AWA
293
Acorn Wealth Advisors
Michigan
$494K +$51.1K +1,860 +11%
SPIA
294
Steward Partners Investment Advisory
New York
$493K
CIC
295
Cutler Investment Counsel
Oregon
$493K +$4.34K +158 +0.9%
CWM
296
Cabot Wealth Management
Massachusetts
$491K -$25.4K -924 -5%
NFG
297
Next Financial Group
Texas
$489K +$45.8K +1,668 +10%
CSIA
298
Charles Schwab Investment Advisory
California
$482K +$223K +8,114 +83%
H
299
HoyleCohen
California
$473K +$1.1K +40 +0.2%
FPCG
300
Fort Pitt Capital Group
Pennsylvania
$468K -$556K -20,258 -54%