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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
301
Sterling Investment Management
Arizona
$523K +$158K +5,660 +44%
BWA
302
BDO Wealth Advisors
Florida
$518K
SWA
303
Stratos Wealth Advisors
Ohio
$514K +$62.1K +2,222 +14%
SPIA
304
Steward Partners Investment Advisory
New York
$512K +$366K +13,098 +252%
CIC
305
Cutler Investment Counsel
Oregon
$508K +$3.63K +130 +0.7%
IDA
306
Intelligence Driven Advisers
California
$502K -$1.29K -46 -0.3%
ACG
307
Allen Capital Group
Nebraska
$499K -$61.5K -2,200 -11%
MWP
308
Madison Wealth Partners
Wisconsin
$498K +$498K +17,804 New
H
309
HoyleCohen
California
$490K +$2.18K +78 +0.4%
PWA
310
Providence Wealth Advisors
Illinois
$476K +$25.9K +926 +6%
AWA
311
Acorn Wealth Advisors
Michigan
$461K +$129K +4,600 +39%
NFG
312
Next Financial Group
Texas
$461K +$171K +6,098 +59%
FNC
313
First National Corp
Massachusetts
$459K -$5.76K -206 -1%
DAS
314
Dynamic Advisor Solutions
Arizona
$455K -$95.2K -3,406 -17%
HDIM
315
Hanson & Doremus Investment Management
Vermont
$454K -$19K -678 -4%
Wells Fargo
316
Wells Fargo
California
$448K +$339K +12,136 +315%
GWM
317
Geneos Wealth Management
Colorado
$438K -$162K -5,802 -26%
RWA
318
River Wealth Advisors
Pennsylvania
$436K -$121K -4,336 -22%
BJL
319
Brighton Jones LLC
Washington
$435K -$8.72K -312 -2%
PA
320
Paracle Advisors
Washington
$434K +$27.6K +988 +7%
WWM
321
Western Wealth Management
Colorado
$427K -$7.38K -264 -2%
OC
322
Oarsman Capital
Wisconsin
$424K -$12.4K -444 -3%
GMA
323
Goldstein Munger & Associates
California
$414K +$73.2K +2,616 +22%
IWM
324
IHT Wealth Management
Illinois
$414K +$413K +14,762 New
AFP
325
Ausdal Financial Partners
Iowa
$409K +$56.4K +2,018 +16%