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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
326
Beacon Financial Advisory
Ohio
$528K -$9.38K -412 -2%
PFC
327
Phocas Financial Corp
California
$526K -$220K -9,670 -30%
WAS
328
Wealth Advisory Solutions
Indiana
$516K
PEA
329
Park Edge Advisors
Ohio
$515K +$514K +22,584 New
Wells Fargo
330
Wells Fargo
California
$509K -$171K -7,520 -25%
MA
331
Modus Advisors
Minnesota
$507K -$4.71M -207,016 -90%
BMCM
332
Burns Matteson Capital Management
New York
$503K -$250K -10,988 -33%
OPS
333
Orion Portfolio Solutions
Nebraska
$502K +$261K +11,464 +109%
SPA
334
Sentinel Pension Advisors
Massachusetts
$500K -$43.3K -1,904 -8%
CIC
335
Carnegie Investment Counsel
Ohio
$495K -$8.15K -358 -2%
BWM
336
BCS Wealth Management
Tennessee
$475K -$7.47K -328 -2%
WF
337
Wayfinding Financial
Washington
$472K -$72.5K -3,184 -15%
CWM
338
Cahaba Wealth Management
Georgia
$472K +$471K +20,668 New
OCM
339
One Capital Management
California
$471K
HWA
340
HHM Wealth Advisors
Tennessee
$470K -$27.8K -1,220 -6%
RBFC
341
Roman Butler Fullerton & Co
Missouri
$468K +$453K +19,908 New
WFS
342
Walker Financial Services
Kentucky
$464K -$53.7K -2,360 -11%
EWM
343
Endowment Wealth Management
Wisconsin
$464K -$3.23K -142 -0.7%
AWS
344
AJ Wealth Strategies
New York
$458K -$2.61M -114,702 -85%
HWMA
345
Heritage Wealth Management (Arizona)
Arizona
$454K +$255K +11,180 +129%
CCG
346
Chatham Capital Group
Georgia
$452K +$451K +19,796 New
SHWM
347
Silicon Hills Wealth Management
Texas
$451K -$35.3K -1,552 -7%
RIA
348
Regal Investment Advisors
Michigan
$450K -$41.9K -1,840 -9%
FC
349
Financial Consulate
Maryland
$449K
LWMT
350
Legacy Wealth Management (Tennessee)
Tennessee
$442K +$119K +5,224 +37%