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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
276
Venture Visionary Partners
Ohio
$552K -$98.4K -3,626 -15%
CSIA
277
Charles Schwab Investment Advisory
California
$547K +$58.4K +2,152 +12%
FC
278
Financial Consulate
Maryland
$539K
FA
279
Faithward Advisors
Pennsylvania
$537K +$176K +6,472 +49%
TWM
280
Tradition Wealth Management
Minnesota
$532K -$6.35M -233,910 -92%
AL
281
Aspiriant LLC
California
$521K -$5.05K -186 -1%
HFA
282
HC Financial Advisors
California
$520K
SL
283
Savior LLC
Massachusetts
$517K +$125K +4,620 +32%
CGFA
284
Colton Groome Financial Advisors
North Carolina
$514K +$40.6K +1,496 +9%
SIM
285
Sterling Investment Management
Arizona
$510K
Royal Bank of Canada
286
Royal Bank of Canada
Ontario, Canada
$509K +$235K +8,658 +87%
HWMG
287
Hurlow Wealth Management Group
Indiana
$506K -$47.6K -1,754 -9%
BWA
288
BDO Wealth Advisors
Florida
$505K -$4.07K -150 -0.8%
PAM
289
Peak Asset Management
Colorado
$502K -$64.9K -2,390 -11%
NFG
290
Next Financial Group
Texas
$502K +$7.43K +274 +2%
FWP
291
Firethorn Wealth Partners
Georgia
$501K +$104K +3,836 +26%
CFS
292
CRA Financial Services
New Jersey
$496K -$90K -3,316 -15%
CWM
293
Cabot Wealth Management
Massachusetts
$496K
SPIA
294
Steward Partners Investment Advisory
New York
$495K -$4.02K -148 -0.8%
AWA
295
Acorn Wealth Advisors
Michigan
$492K -$7.43K -274 -1%
SFG
296
StrategIQ Financial Group
Indiana
$484K -$58.9K -2,170 -11%
FNC
297
First National Corp
Massachusetts
$477K +$50.4K +1,858 +12%
HDIM
298
Hanson & Doremus Investment Management
Vermont
$473K +$27.5K +1,012 +6%
PWA
299
Providence Wealth Advisors
Illinois
$471K -$33.3K -1,228 -7%
BWA
300
Burt Wealth Advisors
Maryland
$471K +$116K +4,266 +33%