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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCA
326
January Capital Advisors
California
$951K +$958K +40,941 New
IWM
327
IHT Wealth Management
Illinois
$948K +$636K +27,174 +199%
LWMT
328
Legacy Wealth Management (Tennessee)
Tennessee
$947K +$250K +10,693 +36%
GSEP
329
Golden State Equity Partners
California
$944K +$611K +26,089 +179%
PAW
330
Plan A Wealth
Nebraska
$933K +$166K +7,074 +21%
VAF
331
Values Added Financial
District of Columbia
$927K +$394K +16,844 +73%
Koshinski Asset Management
332
Koshinski Asset Management
Illinois
$925K -$26.9K -1,149 -3%
GWA
333
Geometric Wealth Advisors
District of Columbia
$921K -$1.94K -83 -0.2%
AIP
334
Avail Investment Partners
Pennsylvania
$913K +$920K +39,314 New
IRP
335
Investment Research Partners
Pennsylvania
$913K +$63.5K +2,714 +7%
Empower Advisory Group
336
Empower Advisory Group
Colorado
$911K
CIC
337
Cutler Investment Counsel
Oregon
$903K +$47 +2 +0%
NA
338
Novus Advisors
South Carolina
$891K +$30K +1,281 +3%
CA
339
Claro Advisors
Massachusetts
$879K -$25.2K -1,076 -3%
FI
340
FIDELIS iM
Oregon
$867K
AWA
341
Aletheian Wealth Advisors
Washington
$840K +$847K +36,183 New
HIF
342
Hill Island Financial
Michigan
$835K -$20.3K -866 -2%
RC
343
Roundview Capital
New Jersey
$835K +$13.9K +592 +2%
SAW
344
Signal Advisors Wealth
Michigan
$829K -$3.49K -149 -0.4%
SHJ
345
Sharkey, Howes & Javer
Colorado
$827K +$65.4K +2,795 +9%
DWA
346
Davis Wealth Advisors
New Hampshire
$812K -$14.5K -619 -2%
JWA
347
JFS Wealth Advisors
Pennsylvania
$806K +$45.2K +1,933 +6%
RFP
348
RCS Financial Planning
Maryland
$800K -$92.7K -3,960 -10%
VWA
349
VERITY Wealth Advisors
United States
$797K -$37.6K -1,607 -4%
MWM
350
Maripau Wealth Management
Indiana
$780K +$3.32K +142 +0.4%