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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Southern Wealth Management
Texas
$242K -$3K -108 -1%
CMA
352
Cedar Mountain Advisors
Oregon
$242K +$3.73K +134 +2%
FCIM
353
Fairview Capital Investment Management
California
$241K -$27.8K -1,000 -10%
PA
354
Pinnacle Associates
New York
$241K -$7.85K -282 -3%
OWM
355
Orgel Wealth Management
Wisconsin
$241K
PCMC
356
Private Capital Management (Colorado)
Colorado
$240K +$556 +20 +0.2%
MWM
357
Meridian Wealth Management
Kentucky
$240K +$1.39K +50 +0.6%
WP
358
WealthShield Partners
North Carolina
$239K -$25.6K -920 -10%
ODCM
359
Old Dominion Capital Management
Virginia
$235K
SNBOSD
360
Security National Bank of So Dak
Iowa
$232K
KLI
361
Kelman-Lazarov Inc
Tennessee
$227K -$75.7K -2,722 -25%
FM
362
Foster & Motley
Ohio
$227K -$15.1K -542 -6%
Fisher Asset Management
363
Fisher Asset Management
Washington
$226K +$224K +8,052 New
BIA
364
Barry Investment Advisors
Massachusetts
$220K -$263K -9,470 -55%
AWM
365
Aprio Wealth Management
Georgia
$219K -$18.4K -660 -8%
BA
366
Ballast Advisors
Minnesota
$217K -$12.6K -452 -6%
SBH
367
Segall Bryant & Hamill
Illinois
$213K -$5.57K -200 -3%
RC
368
Rinet Company
Massachusetts
$210K
ACM
369
Armbruster Capital Management
New York
$208K -$100K -3,602 -33%
GCA
370
Genesee Capital Advisors
New York
$208K -$334 -12 -0.2%
SIS
371
SVB Investment Services
Utah
$201K -$212K -7,632 -48%
TC
372
Truvestments Capital
Florida
$201K -$88.9K -3,196 -31%
AWA
373
Acorn Wealth Advisors
Michigan
$201K -$33K -1,186 -14%
LSAG
374
Lake Street Advisors Group
New Hampshire
$201K +$199K +7,140 New
PA
375
PFG Advisors
Arizona
$201K +$199K +7,142 New