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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
301
Sightline Wealth Advisors
Connecticut
$697K +$93.1K +4,000 +16%
GWM
302
Geneos Wealth Management
Colorado
$678K -$9.26K -398 -1%
LFA
303
Landmark Financial Advisors
Kentucky
$677K -$6.24K -268 -0.9%
CAL
304
Capital Advisors Ltd
Ohio
$665K
LFA
305
Laraway Financial Advisors
Minnesota
$661K -$35.3K -1,518 -5%
NDSI
306
Newman Dignan & Sheerar Inc
Rhode Island
$661K +$8.14K +350 +1%
DBRC
307
D.B. Root & Company
Pennsylvania
$653K -$58.5K -2,516 -8%
LHEI
308
Leo H. Evart Inc
California
$652K +$10.5K +452 +2%
OCM
309
One Capital Management
California
$649K -$86.6K -3,720 -12%
PWM
310
Pinnacle Wealth Management
California
$644K +$649K +27,882 New
RWM
311
Revisor Wealth Management
Ohio
$643K -$19.1K -822 -3%
MML Investors Services
312
MML Investors Services
Massachusetts
$641K +$977 +42 +0.2%
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$639K -$64.6K -2,776 -9%
AIP
314
Ameritas Investment Partners
Nebraska
$624K -$35.9K -1,542 -5%
PFA
315
Pure Financial Advisors
California
$617K +$6.38K +274 +1%
AL
316
Aspiriant LLC
California
$616K -$13K -558 -2%
AWM
317
Aspire Wealth Management
Massachusetts
$606K +$10.3K +442 +2%
SFG
318
Sage Financial Group
Pennsylvania
$602K
EK
319
Evensky & Katz
Florida
$585K -$74K -3,180 -11%
CIP
320
Capital Insight Partners
Arizona
$581K +$48.4K +2,080 +9%
CAG
321
Csenge Advisory Group
Florida
$581K +$202K +8,690 +53%
CIC
322
Carnegie Investment Counsel
Ohio
$578K +$47.1K +2,024 +9%
BAMG
323
Brand Asset Management Group
Missouri
$573K -$15.5K -666 -3%
IA
324
IFG Advisory
Georgia
$567K +$109K +4,688 +24%
VAF
325
Values Added Financial
District of Columbia
$565K +$570K +24,484 New