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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
276
WBH Advisory
Maryland
$693K -$18.7K -786 -3%
Wells Fargo
277
Wells Fargo
California
$675K +$37.4K +1,570 +6%
EWA
278
EP Wealth Advisors
California
$667K -$972K -40,824 -58%
TSS
279
Two Sigma Securities
New York
$655K +$478K +20,058 +227%
ACMA
280
Arbor Capital Management (Alaska)
Alaska
$653K -$24.6K -1,032 -3%
RGF
281
Retirement Guys Formula
Ohio
$634K +$65.9K +2,768 +11%
SFO
282
Stokes Family Office
Louisiana
$631K -$452K -18,974 -41%
KLI
283
Kelman-Lazarov Inc
Tennessee
$627K +$141K +5,930 +27%
VA
284
Valmark Advisers
Ohio
$619K +$68.7K +2,886 +12%
NL
285
NWAM LLC
Washington
$603K +$120K +5,034 +23%
VDI
286
Vaughan David Investments
Illinois
$600K -$61.9K -2,600 -9%
BAMG
287
Brand Asset Management Group
Missouri
$591K -$27.2K -1,144 -4%
AHC
288
Anderson Hoagland & Co
Missouri
$586K -$34K -1,430 -5%
AG
289
Ascent Group
Virginia
$586K +$624K +26,216 New
CIC
290
Cutler Investment Counsel
Oregon
$555K -$5.29K -222 -0.9%
BG
291
Benedetti & Gucer
Georgia
$552K -$3.41M -143,316 -85%
PAG
292
Powers Advisory Group
Illinois
$548K -$429 -18 -0.1%
CI
293
Cordant Inc
Oregon
$541K -$82.8K -3,476 -13%
DIS
294
Diversified Investment Strategies
Louisiana
$541K +$21K +880 +4%
SPA
295
Sentinel Pension Advisors
Massachusetts
$539K -$268K -11,242 -32%
CFA
296
Cahill Financial Advisors
Minnesota
$533K -$32.1K -1,350 -5%
BFA
297
Beacon Financial Advisory
Ohio
$533K +$23.5K +986 +4%
BWA
298
Burt Wealth Advisors
Maryland
$532K -$166K -6,952 -23%
SIC
299
SJS Investment Consulting
Ohio
$519K +$546K +22,918 New
WAM
300
Worth Asset Management
Texas
$516K +$300K +12,588 +123%