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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPG
326
Resource Planning Group
Georgia
$720K -$123K -5,484 -15%
MWP
327
Meridian Wealth Partners
Pennsylvania
$709K -$29.5K -1,318 -4%
CFG
328
Cooper Financial Group
California
$703K +$96.9K +4,332 +17%
RRCM
329
Rappaport Reiches Capital Management
Illinois
$697K -$30.3K -1,356 -4%
US Bancorp
330
US Bancorp
Minnesota
$696K +$134K +5,976 +25%
SEIA
331
Signature Estate & Investment Advisors
California
$695K +$667K +29,814 New
LFA
332
Landmark Financial Advisors
Kentucky
$680K -$3.71K -166 -0.6%
CIP
333
Capital Insight Partners
Arizona
$676K +$110K +4,936 +21%
BAMG
334
Brand Asset Management Group
Missouri
$672K +$76.3K +3,410 +13%
EAM
335
Empirical Asset Management
Massachusetts
$670K +$224 +10 +0%
ASN
336
Advisory Services Network
Georgia
$659K +$170K +7,610 +37%
IA
337
IFG Advisory
Georgia
$659K -$88.9K -3,972 -12%
GVAG
338
Great Valley Advisor Group
Delaware
$650K -$353K -15,764 -36%
LAIC
339
Lederer & Associates Investment Counsel
California
$648K -$110K -4,934 -15%
PEA
340
Park Edge Advisors
Ohio
$637K -$76.9K -3,438 -11%
JFGIW
341
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$630K +$605K +27,044 New
LFA
342
Laraway Financial Advisors
Minnesota
$626K -$14.2K -634 -2%
GSWM
343
Greenup Street Wealth Management
Michigan
$612K +$588K +26,272 New
AHC
344
Anderson Hoagland & Co
Missouri
$608K -$374K -16,726 -39%
LGG
345
Luts & Greenleigh Group
Maryland
$608K +$48.5K +2,166 +9%
LWMT
346
Legacy Wealth Management (Tennessee)
Tennessee
$603K +$255K +11,402 +79%
SCM
347
Steele Capital Management
Iowa
$601K +$576K +25,764 New
FA
348
FDx Advisors
Illinois
$596K +$572K +25,582 New
EWM
349
Endowment Wealth Management
Wisconsin
$596K +$7.25K +324 +1%
D
350
Dentgroup
Louisiana
$594K +$570K +25,502 New