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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
301
Cahill Financial Advisors
Minnesota
$977K -$259K -11,292 -21%
BWA
302
Burt Wealth Advisors
Maryland
$974K -$11.9K -520 -1%
CCM
303
Crabel Capital Management
California
$973K +$963K +42,032 New
AA
304
Alesco Advisors
New York
$973K -$160 -7 -0%
SAG
305
SageView Advisory Group
California
$973K +$24.9K +1,088 +3%
PFA
306
Pinnacle Family Advisors
Missouri
$970K +$48.9K +2,133 +5%
SC
307
Shearwater Capital
Colorado
$968K
NA
308
Novus Advisors
South Carolina
$963K +$51.4K +2,245 +6%
VFIC
309
Valley Forge Investment Consultants
Pennsylvania
$960K -$1.02M -44,557 -52%
WCM
310
WealthTrak Capital Management
Virginia
$930K +$27.5K +1,202 +3%
BWM
311
BCS Wealth Management
Tennessee
$917K -$18.2K -795 -2%
LWMT
312
Legacy Wealth Management (Tennessee)
Tennessee
$911K +$354K +15,455 +65%
Empower Advisory Group
313
Empower Advisory Group
Colorado
$909K
CF
314
Corrigan Financial
Rhode Island
$908K -$634K -27,666 -41%
MCA
315
MSH Capital Advisors
Arizona
$903K +$362K +15,818 +68%
RFP
316
RCS Financial Planning
Maryland
$900K +$243K +10,621 +38%
AFP
317
Ausdal Financial Partners
Iowa
$896K +$31K +1,355 +4%
LA
318
Latitude Advisors
Florida
$893K +$61.5K +2,684 +7%
VWA
319
VERITY Wealth Advisors
United States
$888K -$173K -7,553 -16%
CCG
320
Catalina Capital Group
California
$883K +$28.8K +1,259 +3%
CIP
321
Capital Insight Partners
Arizona
$882K -$1.12K -49 -0.1%
FI
322
FIDELIS iM
Oregon
$865K
SIAG
323
Signet Investment Advisory Group
Rhode Island
$865K +$33.6K +1,466 +4%
TPCW
324
TD Private Client Wealth
New York
$840K +$196K +8,535 +31%
AWA
325
Aletheian Wealth Advisors
Washington
$838K +$23 +1 +0%