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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
326
Great Valley Advisor Group
Delaware
$367K -$9.28K -338 -2%
TPA
327
Trivium Point Advisory
Connecticut
$366K -$27K -984 -7%
MA
328
MCF Advisors
Kentucky
$364K -$410K -14,946 -53%
FA
329
Faithward Advisors
Pennsylvania
$356K +$362K +13,182 New
CWM
330
Curi Wealth Management
North Carolina
$354K +$95.8K +3,490 +36%
WFA
331
West Financial Advisors
Iowa
$351K +$16K +582 +5%
BWA
332
Burt Wealth Advisors
Maryland
$351K +$21.7K +792 +6%
FLA
333
Financial Life Advisors
Texas
$345K +$74.3K +2,708 +27%
FHA
334
Flagship Harbor Advisors
Massachusetts
$342K -$8.62K -314 -2%
UFA
335
US Financial Advisors
Massachusetts
$336K
OPA
336
Old Port Advisors
Maine
$332K -$22.9K -834 -6%
BDF
337
Black Diamond Financial
Maryland
$331K +$5.54K +202 +2%
KLI
338
Kelman-Lazarov Inc
Tennessee
$331K +$123K +4,466 +57%
QCMNJ
339
Quantum Capital Management (New Jersey)
New Jersey
$328K -$6.97K -254 -2%
RMDI
340
R.M. Davis Inc
Maine
$324K
JWBC
341
John W. Brooker & Co
California
$320K -$5.43K -198 -2%
SAF
342
Smith Anglin Financial
Texas
$319K -$15.1M -549,796 -98%
SFP
343
Strategic Financial Planning
Texas
$315K +$110 +4 +0%
QCG
344
Quadrant Capital Group
Ohio
$312K -$10.7K -388 -3%
IWC
345
Integrated Wealth Concepts
Massachusetts
$312K +$317K +11,562 New
Deutsche Bank
346
Deutsche Bank
Germany
$309K -$596K -21,722 -65%
OC
347
Oarsman Capital
Wisconsin
$308K -$101K -3,692 -24%
AFS
348
Access Financial Services
Minnesota
$308K +$16.5K +600 +6%
OAJ
349
Ogorek Anthony Joseph
New York
$300K +$878 +32 +0.3%
BFM
350
Broadview Financial Management
Wisconsin
$298K -$845K -30,798 -74%