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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Claro Advisors
Massachusetts
$909K +$545K +23,210 +148%
CIC
327
Cutler Investment Counsel
Oregon
$909K +$117 +5 +0%
RFP
328
RCS Financial Planning
Maryland
$898K -$41.6K -1,770 -4%
OFG
329
Orcam Financial Group
California
$887K -$298K -12,694 -25%
FI
330
FIDELIS iM
Oregon
$873K +$877K +37,360 New
TNA
331
True North Advisors
Texas
$873K +$877K +37,336 New
NA
332
Novus Advisors
South Carolina
$867K -$6.72K -286 -0.8%
O3W
333
Omni 360 Wealth
New Jersey
$867K +$53K +2,255 +7%
HIF
334
Hill Island Financial
Michigan
$861K -$110K -4,697 -11%
IRP
335
Investment Research Partners
Pennsylvania
$855K +$46K +1,957 +6%
VWA
336
VERITY Wealth Advisors
United States
$839K +$564 +24 +0.1%
SAW
337
Signal Advisors Wealth
Michigan
$838K -$345K -14,674 -29%
CCFM
338
Clear Creek Financial Management
Washington
$835K +$58.4K +2,485 +7%
PCIA
339
Prime Capital Investment Advisors
Kansas
$833K -$19.3K -823 -2%
DWA
340
Davis Wealth Advisors
New Hampshire
$832K +$836K +35,605 New
RC
341
Roundview Capital
New Jersey
$827K +$23.2K +988 +3%
Lido Advisors
342
Lido Advisors
California
$815K -$4.04K -172 -0.5%
NRI
343
NFP Retirement Inc
California
$805K +$30.4K +1,294 +4%
USCWA
344
U.S. Capital Wealth Advisors
Texas
$805K -$55.3K -2,357 -6%
JWS
345
Juncture Wealth Strategies
Arizona
$787K +$64.3K +2,739 +9%
MWM
346
Maripau Wealth Management
Indiana
$782K -$100K -4,265 -11%
MHS
347
M Holdings Securities
Oregon
$775K +$164K +6,992 +27%
PAW
348
Plan A Wealth
Nebraska
$774K +$15K +637 +2%
RG
349
RHL Group
Michigan
$772K +$775K +33,017 New
SHJ
350
Sharkey, Howes & Javer
Colorado
$767K +$285K +12,154 +59%