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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
326
Beacon Financial Group
Texas
$854K +$347 +15 +0%
ZF
327
Zhang Financial
Michigan
$854K -$32.3K -1,398 -4%
FI
328
FIDELIS iM
Oregon
$848K – – –
AFP
329
Ausdal Financial Partners
Iowa
$847K +$170K +7,372 +25%
US Bancorp
330
US Bancorp
Minnesota
$844K -$13.1K -566 -1%
WFC
331
Western Financial Corp
California
$841K -$175K -7,588 -17%
VWM
332
Vermillion Wealth Management
Minnesota
$840K +$855K +37,011 New
CCG
333
Catalina Capital Group
California
$837K +$73K +3,160 +9%
AWA
334
Aletheian Wealth Advisors
Washington
$821K +$23 +1 +0%
LA
335
Latitude Advisors
Florida
$815K +$57.5K +2,491 +7%
SIAG
336
Signet Investment Advisory Group
Rhode Island
$814K +$35.2K +1,525 +4%
RW
337
Ridgeline Wealth
Arizona
$809K +$823K +35,622 New
JWS
338
Juncture Wealth Strategies
Arizona
$802K -$17.1K -738 -2%
Stifel Financial
339
Stifel Financial
Missouri
$781K +$101K +4,371 +15%
GCA
340
Gradient Capital Advisors
California
$778K -$62.9K -2,721 -7%
BCWM
341
Bartlett & Co Wealth Management
Ohio
$778K -$217K -9,382 -22%
DLCIG
342
D.L. Carlson Investment Group
New Hampshire
$773K -$12.4K -536 -2%
RC
343
Roundview Capital
New Jersey
$769K -$57.5K -2,487 -7%
SFS
344
Sowell Financial Services
Arkansas
$767K -$28.7K -1,244 -4%
EWM
345
Endowment Wealth Management
Wisconsin
$763K -$22.8K -986 -3%
BIA
346
Bigelow Investment Advisors
Maine
$758K -$421K -18,210 -35%
GC
347
GatePass Capital
Ohio
$755K +$769K +33,266 New
FMWA
348
Forvis Mazars Wealth Advisors
Missouri
$754K -$133K -5,771 -15%
O3W
349
Omni 360 Wealth
New Jersey
$741K +$48K +2,079 +7%
RFA
350
Resurgent Financial Advisors
Georgia
$728K +$327K +14,149 +79%