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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$908K -$333K -14,884 -28%
PFA
302
Pinnacle Family Advisors
Missouri
$899K -$63.5K -2,840 -7%
ZF
303
Zhang Financial
Michigan
$896K -$554K -24,760 -39%
USCWA
304
U.S. Capital Wealth Advisors
Texas
$891K +$331K +14,790 +63%
KWM
305
Kingsview Wealth Management
Oregon
$884K
KAS
306
Kestra Advisory Services
Texas
$864K -$14K -628 -2%
NDSI
307
Newman Dignan & Sheerar Inc
Rhode Island
$847K +$169K +7,556 +26%
CCG
308
Catalina Capital Group
California
$846K +$812K +36,314 New
AWA
309
Aletheian Wealth Advisors
Washington
$843K -$65.9K -2,948 -8%
FMWA
310
Forvis Mazars Wealth Advisors
Missouri
$829K +$511K +22,850 +180%
JWS
311
Juncture Wealth Strategies
Arizona
$826K -$129K -5,766 -14%
SFG
312
Sage Financial Group
Pennsylvania
$821K +$204K +9,116 +35%
CTC
313
Central Trust Company
Missouri
$815K +$782K +34,952 New
Royal Bank of Canada
314
Royal Bank of Canada
Ontario, Canada
$797K -$162K -7,262 -17%
HWM
315
HB Wealth Management
Georgia
$795K +$307K +13,736 +67%
IWM
316
IHT Wealth Management
Illinois
$785K -$6.08K -272 -0.8%
SIAG
317
Signet Investment Advisory Group
Rhode Island
$781K -$27.6K -1,232 -4%
BFA
318
Beacon Financial Advisory
Ohio
$772K -$177K -7,902 -19%
SVWG
319
Shared Vision Wealth Group
United States
$767K +$736K +32,904 New
Truist Financial
320
Truist Financial
North Carolina
$745K +$14.5K +650 +2%
AOWM
321
Alpha Omega Wealth Management
Virginia
$737K +$21.7K +972 +3%
TNA
322
True North Advisors
Texas
$728K -$278K -12,420 -28%
RPSA
323
Richard P. Slaughter Associates
Texas
$726K +$438K +19,568 +169%
JWA
324
JFS Wealth Advisors
Pennsylvania
$726K -$217K -9,722 -24%
CPIG
325
Chicago Partners Investment Group
Illinois
$722K +$703K +31,442 New