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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
301
NFP Retirement Inc
California
$1.02M -$33.6K -1,465 -3%
TNA
302
True North Advisors
Texas
$1.01M -$122K -5,300 -11%
BIG
303
Brookwood Investment Group
Arizona
$1.01M -$705K -30,708 -41%
MCCP
304
Mission Creek Capital Partners
California
$998K -$3.21K -140 -0.3%
Koshinski Asset Management
305
Koshinski Asset Management
Illinois
$995K -$7.53K -328 -0.8%
SAG
306
SageView Advisory Group
California
$993K +$25.6K +1,114 +3%
HWM
307
Hobbs Wealth Management
Indiana
$990K -$4.8K -209 -0.5%
VFIC
308
Valley Forge Investment Consultants
Pennsylvania
$981K +$17.5K +763 +2%
SC
309
Shearwater Capital
Colorado
$971K
BWA
310
Burt Wealth Advisors
Maryland
$970K -$7.53K -328 -0.8%
RFP
311
RCS Financial Planning
Maryland
$949K +$45.3K +1,974 +5%
NA
312
Novus Advisors
South Carolina
$929K -$36.8K -1,604 -4%
SIAG
313
Signet Investment Advisory Group
Rhode Island
$929K +$60K +2,615 +7%
Empower Advisory Group
314
Empower Advisory Group
Colorado
$912K
VWA
315
VERITY Wealth Advisors
United States
$908K +$17.1K +746 +2%
PFA
316
Pinnacle Family Advisors
Missouri
$901K -$71.7K -3,124 -7%
FI
317
FIDELIS iM
Oregon
$868K
MWM
318
Maripau Wealth Management
Indiana
$866K -$167K -7,292 -16%
CCG
319
Catalina Capital Group
California
$860K -$25.3K -1,102 -3%
PCIA
320
Prime Capital Investment Advisors
Kansas
$853K -$3.25M -141,753 -79%
TPCW
321
TD Private Client Wealth
New York
$849K +$5.9K +257 +0.7%
AWA
322
Aletheian Wealth Advisors
Washington
$841K -$92 -4 -0%
CFA
323
Cahill Financial Advisors
Minnesota
$836K -$143K -6,239 -15%
USCWA
324
U.S. Capital Wealth Advisors
Texas
$827K -$3.37K -147 -0.4%
AIM
325
AHL Investment Management
Florida
$826K +$98.7K +4,300 +14%