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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
326
Trivium Point Advisory
Connecticut
$405K +$125K +4,482 +44%
WSTAM
327
Wilbanks Smith & Thomas Asset Management
Virginia
$400K +$28K +1,000 +8%
BWP
328
BSW Wealth Partners
Colorado
$399K -$1.29K -46 -0.3%
Royal Bank of Canada
329
Royal Bank of Canada
Ontario, Canada
$399K +$117K +4,188 +42%
GCA
330
Genesee Capital Advisors
New York
$399K +$124K +4,436 +45%
FWP
331
Firethorn Wealth Partners
Georgia
$392K +$392K +14,010 New
GVAG
332
Great Valley Advisor Group
Delaware
$391K -$9.17K -328 -2%
BIM
333
Baldwin Investment Management
Pennsylvania
$389K +$123K +4,396 +46%
CIP
334
Capital Insight Partners
Arizona
$388K +$4.25K +152 +1%
AFA
335
AllGen Financial Advisors
Florida
$384K +$384K +13,714 New
AC
336
Alley Company
Illinois
$377K +$29K +1,038 +8%
SS
337
Simplicity Solutions
Minnesota
$371K -$3.41K -122 -0.9%
OPA
338
Old Port Advisors
Maine
$368K -$113K -4,024 -23%
Mirae Asset Global Investments
339
Mirae Asset Global Investments
South Korea
$368K +$41.6K +1,488 +13%
MFW
340
Mosaic Family Wealth
Missouri
$367K +$366K +13,104 New
FHA
341
Flagship Harbor Advisors
Massachusetts
$364K +$112 +4 +0%
SCM
342
Stordahl Capital Management
Colorado
$362K +$2.01K +72 +0.6%
RSWM
343
Robertson Stephens Wealth Management
California
$353K -$79.9K -2,856 -18%
M&T Bank
344
M&T Bank
New York
$351K +$350K +12,526 New
UFA
345
US Financial Advisors
Massachusetts
$349K +$348K +12,456 New
QCMNJ
346
Quantum Capital Management (New Jersey)
New Jersey
$348K -$8.11K -290 -2%
WFA
347
West Financial Advisors
Iowa
$348K +$347K +12,426 New
AOWM
348
Alpha Omega Wealth Management
Virginia
$347K +$347K +12,394 New
BWA
349
Burt Wealth Advisors
Maryland
$342K
JWBC
350
John W. Brooker & Co
California
$338K -$2.69K -96 -0.8%