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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
276
SJS Investment Consulting
Ohio
$725K +$728K +26,914 New
SAM
277
Silverhawk Asset Management
Arizona
$705K +$708K +26,178 New
SWM
278
Spire Wealth Management
Virginia
$704K -$146K -5,402 -17%
SP
279
Successful Portfolios
Florida
$692K -$40.2K -1,486 -5%
HWA
280
HHM Wealth Advisors
Tennessee
$688K -$10K -370 -1%
SIM
281
Sterling Investment Management
Arizona
$685K +$183K +6,752 +36%
PFA
282
Pure Financial Advisors
California
$674K -$46.8K -1,732 -6%
CFA
283
Cahill Financial Advisors
Minnesota
$670K +$652K +24,102 +3,197%
CSIA
284
Charles Schwab Investment Advisory
California
$656K +$169K +6,236 +34%
KWA
285
KCS Wealth Advisory
California
$654K -$71.7K -2,652 -10%
S
286
SignatureFD
Georgia
$644K -$42.7K -1,580 -6%
MPW
287
MA Private Wealth
California
$640K +$642K +23,746 New
CIC
288
Cutler Investment Counsel
Oregon
$631K +$108 +4 +0%
WFA
289
Wipfli Financial Advisors
Wisconsin
$627K -$54K -1,998 -8%
TIM
290
Total Investment Management
Arizona
$624K -$29.3K -1,084 -4%
PFS
291
Prospera Financial Services
Texas
$621K -$7.79K -288 -1%
RPG
292
Resource Planning Group
Georgia
$615K -$27K -1,000 -4%
BCP
293
Blue Chip Partners
Michigan
$612K +$4.27K +158 +0.7%
HWM
294
HB Wealth Management
Georgia
$612K +$614K +22,720 New
Kovitz Investment Group Partners
295
Kovitz Investment Group Partners
Illinois
$611K +$589K +21,800 New
FWP
296
Firethorn Wealth Partners
Georgia
$611K +$613K +22,690 New
TA
297
TrueWealth Advisors
Alabama
$604K -$18.5K -684 -3%
G
298
Gainplan
Michigan
$588K -$23.8K -882 -4%
DIS
299
Diversified Investment Strategies
Louisiana
$576K -$299K -11,044 -34%
CWM
300
Curi Wealth Management
North Carolina
$572K +$48.7K +1,800 +9%