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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
301
Beacon Financial Group
Texas
$894K -$5.57K -238 -0.6%
FI
302
FIDELIS iM
Oregon
$887K +$875K +37,360 New
GCA
303
Gradient Capital Advisors
California
$879K -$69.6K -2,972 -7%
RC
304
Roundview Capital
New Jersey
$864K -$9.51K -406 -1%
AWA
305
Aletheian Wealth Advisors
Washington
$860K -$47 -2 -0%
JWS
306
Juncture Wealth Strategies
Arizona
$857K -$36.9K -1,574 -4%
Prudential Financial
307
Prudential Financial
New Jersey
$853K -$171K -7,306 -17%
WFAG
308
Worth Financial Advisory Group
North Carolina
$848K +$77.7K +3,320 +10%
SFS
309
Sowell Financial Services
Arkansas
$833K -$15.9K -680 -2%
CTC
310
Central Trust Company
Missouri
$830K
Focus Partners Wealth
311
Focus Partners Wealth
Massachusetts
$826K +$814K +34,766 New
KWM
312
Kingsview Wealth Management
Oregon
$826K +$3.98K +170 +0.5%
EWM
313
Endowment Wealth Management
Wisconsin
$822K +$2.9K +124 +0.4%
DLCIG
314
D.L. Carlson Investment Group
New Hampshire
$822K +$5.71K +244 +0.7%
SFA
315
Sequoia Financial Advisors
Ohio
$821K -$44.4K -1,898 -5%
TC
316
TownSquare Capital
Utah
$819K -$241K -10,310 -23%
SIAG
317
Signet Investment Advisory Group
Rhode Island
$816K -$38.3K -1,634 -5%
CIP
318
Capital Insight Partners
Arizona
$802K +$77.4K +3,304 +11%
CCG
319
Catalina Capital Group
California
$801K -$53.9K -2,300 -6%
LA
320
Latitude Advisors
Florida
$794K +$129K +5,502 +20%
EWA
321
EP Wealth Advisors
California
$771K +$760K +32,456 New
KHCM
322
Kirtland Hills Capital Management
Ohio
$761K +$35.6M +1,521,548 New
Natixis Advisors
323
Natixis Advisors
Massachusetts
$760K +$86.7K +3,704 +6%
CA
324
CWC Advisors
Oregon
$753K +$742K +31,682 New
WWM
325
Western Wealth Management
Colorado
$740K +$387K +16,518 +113%