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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWS
301
Newport Wealth Strategies
California
$462K -$68.4K -2,520 -13%
IWM
302
IHT Wealth Management
Illinois
$448K +$44.5K +1,640 +11%
AFA
303
AllGen Financial Advisors
Florida
$445K +$57.3K +2,112 +15%
SWA
304
Sightline Wealth Advisors
Connecticut
$439K -$253K -9,328 -37%
CCM
305
Coldstream Capital Management
Washington
$432K +$430K +15,834 New
AC
306
Alley Company
Illinois
$431K +$15.4K +566 +4%
GVAG
307
Great Valley Advisor Group
Delaware
$427K +$59.7K +2,200 +16%
Wells Fargo
308
Wells Fargo
California
$424K -$93.4K -3,442 -18%
H
309
HoyleCohen
California
$422K -$56.2K -2,070 -12%
MCM
310
Maple Capital Management
Vermont
$422K +$174K +6,412 +71%
TFA
311
Toth Financial Advisory
Virginia
$421K -$168K -6,184 -29%
ACG
312
Allen Capital Group
Nebraska
$419K -$10.7K -396 -3%
CWM
313
Curi Wealth Management
North Carolina
$419K +$59.9K +2,208 +17%
WWM
314
Western Wealth Management
Colorado
$416K -$4.07K -150 -1%
SBH
315
Segall Bryant & Hamill
Illinois
$412K +$154K +5,674 +60%
SWA
316
Stratos Wealth Advisors
Ohio
$409K -$28.9K -1,064 -7%
CIP
317
Capital Insight Partners
Arizona
$399K +$22.8K +842 +6%
FWM
318
Frontier Wealth Management
Missouri
$398K -$104K -3,846 -21%
BWP
319
BSW Wealth Partners
Colorado
$394K -$25.3K -932 -6%
ZIM
320
Zacks Investment Management
Illinois
$389K +$6.46K +238 +2%
SSWM
321
Sheets Smith Wealth Management
North Carolina
$383K -$2.67M -98,472 -88%
RWA
322
River Wealth Advisors
Pennsylvania
$373K -$28.3K -1,042 -7%
AFP
323
Ausdal Financial Partners
Iowa
$372K -$20.6K -760 -5%
WFA
324
West Financial Advisors
Iowa
$366K +$10.4K +384 +3%
AL
325
ACAS LLC
California
$365K -$14.3K -528 -4%