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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
301
Embree Financial Group
Illinois
$840K -$149K -6,578 -15%
RC
302
Roundview Capital
New Jersey
$838K +$319K +14,072 +62%
SFA
303
Sequoia Financial Advisors
Ohio
$831K -$25.2M -1,110,522 -97%
AWA
304
Aletheian Wealth Advisors
Washington
$825K
CCG
305
Catalina Capital Group
California
$820K +$79.8K +3,520 +11%
SIAG
306
Signet Investment Advisory Group
Rhode Island
$820K +$28.6K +1,260 +4%
SFS
307
Sowell Financial Services
Arkansas
$814K +$82.8K +3,652 +11%
ZF
308
Zhang Financial
Michigan
$800K -$43.2K -1,908 -5%
CTC
309
Central Trust Company
Missouri
$797K
CFG
310
Cooper Financial Group
California
$792K +$93.6K +4,132 +13%
KWM
311
Kingsview Wealth Management
Oregon
$788K -$74.2K -3,274 -9%
EWM
312
Endowment Wealth Management
Wisconsin
$786K +$81.9K +3,612 +12%
DLCIG
313
D.L. Carlson Investment Group
New Hampshire
$783K -$267K -11,800 -26%
BCI
314
Brinker Capital Investments
Pennsylvania
$773K -$110K -4,832 -12%
OPS
315
Orion Portfolio Solutions
Nebraska
$773K -$110K -4,832 -12%
CIC
316
Cutler Investment Counsel
Oregon
$763K +$544 +24 +0.1%
O3W
317
Omni 360 Wealth
New Jersey
$762K -$201K -8,866 -21%
WFAG
318
Worth Financial Advisory Group
North Carolina
$737K +$252K +11,118 +52%
Royal Bank of Canada
319
Royal Bank of Canada
Ontario, Canada
$727K -$117K -5,180 -14%
VWA
320
Visionary Wealth Advisors
Illinois
$727K -$359K -15,842 -33%
CCM
321
Crabel Capital Management
California
$716K +$146K +6,448 +26%
Squarepoint
322
Squarepoint
New York
$696K +$154K +6,792 +29%
FTUS
323
Flow Traders U.S.
New York
$695K +$692K +30,512 New
CIP
324
Capital Insight Partners
Arizona
$694K +$20.8K +918 +3%
GWM
325
Geneos Wealth Management
Colorado
$693K -$337K -14,874 -33%