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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
301
Money Concepts Capital
Florida
$572K +$573K +21,210 New
OCM
302
One Capital Management
California
$570K -$38.3K -1,418 -6%
HWMG
303
Hurlow Wealth Management Group
Indiana
$570K +$56.8K +2,100 +11%
RW
304
REDW Wealth
New Mexico
$566K +$2.06K +76 +0.4%
EWM
305
Endowment Wealth Management
Wisconsin
$566K +$568K +21,018 New
TW
306
TrinityPoint Wealth
Connecticut
$563K -$441K -16,316 -44%
BFIC
307
Bedell Frazier Investment Counselling
California
$561K
MI
308
Moneywise Inc
Virginia
$558K +$28.9K +1,068 +5%
MSWMA
309
Market Street Wealth Management Advisors
Indiana
$555K -$65.8K -2,434 -11%
IAP
310
Indie Asset Partners
Indiana
$546K +$54 +2 +0%
FC
311
FCA Corp
Texas
$544K -$835K -30,894 -60%
AP
312
Appleton Partners
Massachusetts
$542K -$97.3K -3,600 -15%
TWM
313
Triton Wealth Management
Arizona
$539K -$274K -10,142 -33%
UWM
314
USAdvisors Wealth Management
Minnesota
$537K -$98.5K -3,642 -15%
FC
315
Financial Consulate
Maryland
$530K -$2.81K -104 -0.5%
Royal Bank of Canada
316
Royal Bank of Canada
Ontario, Canada
$530K +$24.1K +892 +5%
WF
317
Whelan Financial
California
$527K -$12.6K -466 -2%
CCM
318
Coldstream Capital Management
Washington
$526K +$11.8K +436 +2%
AFA
319
AllGen Financial Advisors
Florida
$524K +$185K +6,846 +54%
PA
320
PFG Advisors
Arizona
$517K +$70.8K +2,618 +16%
SPIA
321
Steward Partners Investment Advisory
New York
$514K +$35.1K +1,300 +7%
HFA
322
HC Financial Advisors
California
$513K
GI
323
GS Investments
Minnesota
$505K -$8.43K -312 -2%
CGFA
324
Colton Groome Financial Advisors
North Carolina
$502K -$7.03K -260 -1%
AL
325
Aspiriant LLC
California
$500K -$11.2K -414 -2%