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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
326
U.S. Capital Wealth Advisors
Texas
$828K -$227K -9,898 -22%
HF
327
HRT Financial
New York
$826K +$817K +35,682 New
GCA
328
Gradient Capital Advisors
California
$822K +$27.4K +1,197 +3%
Lido Advisors
329
Lido Advisors
California
$804K -$954K -41,642 -55%
O3W
330
Omni 360 Wealth
New Jersey
$796K +$39.8K +1,738 +5%
RC
331
Roundview Capital
New Jersey
$795K +$10.1K +443 +1%
GC
332
GatePass Capital
Ohio
$788K +$17.2K +750 +2%
SFS
333
Sowell Financial Services
Arkansas
$785K +$1.74K +76 +0.2%
WFC
334
Western Financial Corp
California
$783K -$73.9K -3,226 -9%
RFA
335
Resurgent Financial Advisors
Georgia
$776K +$32.4K +1,413 +4%
VWM
336
Vermillion Wealth Management
Minnesota
$768K -$88.1K -3,846 -10%
BFG
337
Beacon Financial Group
Texas
$763K -$107K -4,683 -12%
MWA
338
Merkkuri Wealth Advisors
New York
$758K +$43.1K +1,883 +6%
US Bancorp
339
US Bancorp
Minnesota
$753K -$107K -4,652 -13%
JWS
340
Juncture Wealth Strategies
Arizona
$752K -$65.5K -2,860 -8%
JWA
341
JFS Wealth Advisors
Pennsylvania
$747K +$22K +962 +3%
EFG
342
Ethos Financial Group
Pennsylvania
$746K +$30.3K +1,324 +4%
SWA
343
Stratos Wealth Advisors
Ohio
$738K -$649K -28,325 -47%
SFA
344
Semmax Financial Advisors
North Carolina
$733K +$45.8K +2,001 +7%
WIA
345
World Investment Advisors
California
$730K -$714K -31,185 -50%
EWM
346
Endowment Wealth Management
Wisconsin
$729K -$49.7K -2,168 -6%
AIM
347
AHL Investment Management
Florida
$724K +$115K +5,000 +19%
GC
348
Garde Capital
Washington
$720K +$712K +31,099 New
LEFP
349
Leading Edge Financial Planning
Tennessee
$719K +$435 +19 +0.1%
MW
350
Marcum Wealth
Ohio
$712K +$705K +30,761 New