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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAP
276
Indie Asset Partners
Indiana
$550K +$55 +2 +0%
WF
277
Whelan Financial
California
$543K +$549K +20,030 New
FC
278
Financial Consulate
Maryland
$536K +$55 +2 +0%
MI
279
Moneywise Inc
Virginia
$533K -$28.9K -1,054 -5%
FA
280
Faithward Advisors
Pennsylvania
$531K -$1.65K -60 -0.3%
CWM
281
Curi Wealth Management
North Carolina
$527K +$112K +4,088 +27%
FPCG
282
Fort Pitt Capital Group
Pennsylvania
$524K -$33.9K -1,238 -6%
CCM
283
Coldstream Capital Management
Washington
$521K +$89.1K +3,250 +21%
HFA
284
HC Financial Advisors
California
$516K
GI
285
GS Investments
Minnesota
$516K +$522K +19,038 New
AL
286
Aspiriant LLC
California
$513K -$5.04K -184 -1%
CGFA
287
Colton Groome Financial Advisors
North Carolina
$512K +$2.03K +74 +0.4%
Royal Bank of Canada
288
Royal Bank of Canada
Ontario, Canada
$510K +$3.73K +136 +0.7%
SIM
289
Sterling Investment Management
Arizona
$506K
MSFS
290
Main Street Financial Solutions
Pennsylvania
$505K -$55.2K -2,012 -10%
BWA
291
BDO Wealth Advisors
Florida
$502K
PAM
292
Peak Asset Management
Colorado
$499K
HWMG
293
Hurlow Wealth Management Group
Indiana
$498K -$4.88K -178 -1%
RTL
294
Red Tortoise LLC
Georgia
$494K +$598K +21,824 New
CSIA
295
Charles Schwab Investment Advisory
California
$492K -$52.6K -1,920 -10%
CWM
296
Cabot Wealth Management
Massachusetts
$487K -$6.31K -230 -1%
SPIA
297
Steward Partners Investment Advisory
New York
$482K -$9.82K -358 -2%
COF
298
Capital One Financial
Virginia
$477K -$172K -6,272 -26%
VVP
299
Venture Visionary Partners
Ohio
$476K -$73.6K -2,686 -13%
SWA
300
Stratos Wealth Advisors
Ohio
$469K +$63.2K +2,304 +15%