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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
BCS Wealth Management
Tennessee
$684K -$1.18M -45,380 -63%
DI
302
DAGCO Inc
Ohio
$672K -$3.93M -151,516 -85%
JWS
303
Juncture Wealth Strategies
Arizona
$663K +$308K +11,858 +83%
MPW
304
MA Private Wealth
California
$649K +$50.2K +1,934 +8%
SIM
305
Sterling Investment Management
Arizona
$642K
KJWM
306
Kiley Juergens Wealth Management
Washington
$631K -$212K -8,146 -25%
SFMG
307
Sage Financial Management Group
Virginia
$629K -$72.4K -2,786 -10%
CFA
308
Cahill Financial Advisors
Minnesota
$628K
BFA
309
Beacon Financial Advisory
Ohio
$627K +$644K +24,782 New
HWA
310
HHM Wealth Advisors
Tennessee
$620K -$26.5K -1,020 -4%
TA
311
TrueWealth Advisors
Alabama
$604K
CIC
312
Cutler Investment Counsel
Oregon
$604K +$12K +462 +2%
S
313
SignatureFD
Georgia
$600K -$4K -154 -0.6%
MFA
314
Mayflower Financial Advisors
Massachusetts
$595K +$611K +23,518 New
DIS
315
Diversified Investment Strategies
Louisiana
$590K +$51.2K +1,970 +9%
Mirae Asset Global Investments
316
Mirae Asset Global Investments
South Korea
$588K +$604K +23,264 New
MWM
317
Maltin Wealth Management
New Jersey
$585K -$308K -11,870 -34%
SFO
318
Stokes Family Office
Louisiana
$584K +$600K +23,104 New
SIC
319
SJS Investment Consulting
Ohio
$579K -$104K -3,996 -15%
RPG
320
Resource Planning Group
Georgia
$579K +$2.81K +108 +0.5%
BCP
321
Blue Chip Partners
Michigan
$576K +$2.18K +84 +0.4%
CWM
322
Curi Wealth Management
North Carolina
$568K +$32.5K +1,250 +6%
JCIA
323
Jackson Creek Investment Advisors
Colorado
$553K -$297K -11,454 -34%
MCC
324
Money Concepts Capital
Florida
$551K +$15K +576 +3%
TWM
325
Triton Wealth Management
Arizona
$539K