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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
326
Transcend Capital Advisors
New Jersey
$952K +$213K +9,101 +29%
JCA
327
January Capital Advisors
California
$951K +$958K +40,941 New
IWM
328
IHT Wealth Management
Illinois
$948K +$636K +27,174 +199%
LWMT
329
Legacy Wealth Management (Tennessee)
Tennessee
$947K +$250K +10,693 +36%
GSEP
330
Golden State Equity Partners
California
$944K +$611K +26,089 +179%
PAW
331
Plan A Wealth
Nebraska
$933K +$166K +7,074 +21%
VAF
332
Values Added Financial
District of Columbia
$927K +$394K +16,844 +73%
Koshinski Asset Management
333
Koshinski Asset Management
Illinois
$925K -$26.9K -1,149 -3%
GWA
334
Geometric Wealth Advisors
District of Columbia
$921K -$1.94K -83 -0.2%
AIP
335
Avail Investment Partners
Pennsylvania
$913K +$920K +39,314 New
IRP
336
Investment Research Partners
Pennsylvania
$913K +$63.5K +2,714 +7%
Empower Advisory Group
337
Empower Advisory Group
Colorado
$911K – – –
CIC
338
Cutler Investment Counsel
Oregon
$903K +$47 +2 +0%
NA
339
Novus Advisors
South Carolina
$891K +$30K +1,281 +3%
CA
340
Claro Advisors
Massachusetts
$879K -$25.2K -1,076 -3%
FI
341
FIDELIS iM
Oregon
$867K – – –
AWA
342
Aletheian Wealth Advisors
Washington
$840K +$847K +36,183 New
HIF
343
Hill Island Financial
Michigan
$835K -$20.3K -866 -2%
RC
344
Roundview Capital
New Jersey
$835K +$13.9K +592 +2%
SAW
345
Signal Advisors Wealth
Michigan
$829K -$3.49K -149 -0.4%
SHJ
346
Sharkey, Howes & Javer
Colorado
$827K +$65.4K +2,795 +9%
DWA
347
Davis Wealth Advisors
New Hampshire
$812K -$14.5K -619 -2%
JWA
348
JFS Wealth Advisors
Pennsylvania
$806K +$45.2K +1,933 +6%
RFP
349
RCS Financial Planning
Maryland
$800K -$92.7K -3,960 -10%
VWA
350
VERITY Wealth Advisors
United States
$797K -$37.6K -1,607 -4%