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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
326
Per Stirling Capital Management
Texas
$739K +$16.4K +702 +2%
HFO
327
Heritage Family Offices
Arizona
$730K +$139K +5,924 +24%
O3W
328
Omni 360 Wealth
New Jersey
$726K -$67.2K -2,872 -9%
Royal Bank of Canada
329
Royal Bank of Canada
Ontario, Canada
$716K -$61.3K -2,620 -8%
Stifel Financial
330
Stifel Financial
Missouri
$713K -$769K -32,826 -52%
AFP
331
Ausdal Financial Partners
Iowa
$711K +$26.8K +1,144 +4%
AOWM
332
Alpha Omega Wealth Management
Virginia
$708K +$1.36K +58 +0.2%
RPSA
333
Richard P. Slaughter Associates
Texas
$708K -$359K -15,342 -34%
MWP
334
Meridian Wealth Partners
Pennsylvania
$703K -$4.96K -212 -0.7%
GWM
335
Geneos Wealth Management
Colorado
$702K -$20.7K -882 -3%
VWA
336
Visionary Wealth Advisors
Illinois
$688K -$68.5K -2,926 -9%
CCA
337
Cobblestone Capital Advisors
New York
$684K +$1.17K +50 +0.2%
BAMG
338
Brand Asset Management Group
Missouri
$676K +$6.18K +264 +0.9%
AA
339
Advisory Alpha
Michigan
$673K +$215K +9,166 +48%
LAIC
340
Lederer & Associates Investment Counsel
California
$661K +$11.8K +504 +2%
CPIG
341
Chicago Partners Investment Group
Illinois
$659K +$666K +28,436 +100%
CIC
342
Cutler Investment Counsel
Oregon
$658K -$135K -5,758 -17%
BRWA
343
B. Riley Wealth Advisors
Florida
$658K -$54.3K -2,318 -8%
SFA
344
Semmax Financial Advisors
North Carolina
$653K +$745K +31,830 +126%
SDWMA
345
Schneider Downs Wealth Management Advisors
Pennsylvania
$632K -$6.84K -292 -1%
MHB
346
Midwest Heritage Bank
Iowa
$615K -$6.74K -288 -1%
Wells Fargo
347
Wells Fargo
California
$614K +$536K +22,902 +778%
LFA
348
Laraway Financial Advisors
Minnesota
$606K -$2.76K -118 -0.5%
KLI
349
Kelman-Lazarov Inc
Tennessee
$603K +$50.1K +2,138 +9%
LCM
350
Liberty Capital Management
Michigan
$600K +$2.44K +104 +0.4%