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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
276
Econ Financial Services
Pennsylvania
$833K -$5.6M -240,524 -87%
SIAG
277
Signet Investment Advisory Group
Rhode Island
$831K +$26K +1,116 +3%
HSA
278
HBK Sorce Advisory
Pennsylvania
$825K -$1.4M -60,118 -63%
PA
279
Parallel Advisors
California
$816K +$14.2K +610 +2%
KAS
280
Kestra Advisory Services
Texas
$813K -$450K -19,324 -36%
FW
281
FirstPurpose Wealth
Utah
$800K +$225K +9,674 +40%
BWM
282
BCS Wealth Management
Tennessee
$796K +$306K +13,148 +63%
BFA
283
Beacon Financial Advisory
Ohio
$785K +$240K +10,328 +45%
BG
284
Benedetti & Gucer
Georgia
$774K +$209K +8,976 +37%
HWA
285
HHM Wealth Advisors
Tennessee
$769K +$284K +12,218 +59%
PEA
286
Park Edge Advisors
Ohio
$768K +$236K +10,160 +45%
WAS
287
Wealth Advisory Solutions
Indiana
$762K +$233K +9,994 +44%
AHC
288
Anderson Hoagland & Co
Missouri
$756K +$47.7K +2,052 +7%
OCM
289
One Capital Management
California
$746K +$260K +11,184 +54%
OPS
290
Orion Portfolio Solutions
Nebraska
$739K +$221K +9,498 +43%
BCI
291
Brinker Capital Investments
Pennsylvania
$739K +$733K +31,488 New
AOWM
292
Alpha Omega Wealth Management
Virginia
$735K -$38.7K -1,664 -5%
CFG
293
Cooper Financial Group
California
$734K +$11.6K +498 +2%
RIA
294
Regal Investment Advisors
Michigan
$728K +$263K +11,288 +57%
DBRC
295
D.B. Root & Company
Pennsylvania
$723K -$36.6K -1,574 -5%
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$714K +$697K +29,978 +6,194%
USCWA
297
U.S. Capital Wealth Advisors
Texas
$708K -$581K -24,958 -45%
LFA
298
Laraway Financial Advisors
Minnesota
$708K -$20.3K -874 -3%
GWM
299
Geneos Wealth Management
Colorado
$699K +$661K +28,428 +2,090%
IWM
300
IHT Wealth Management
Illinois
$698K -$259K -11,138 -27%