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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
351
Strategic Advocates
Utah
$436K +$447K +19,726 New
RFN
352
RDA Financial Network
Iowa
$435K -$108K -4,778 -20%
MCM
353
Maple Capital Management
Vermont
$435K +$58.8K +2,594 +15%
FC
354
Financial Consulate
Maryland
$435K
VCM
355
Versant Capital Management
Arizona
$425K -$79.8K -3,522 -15%
MI
356
Moneywise Inc
Virginia
$417K +$725 +32 +0.2%
PCWA
357
Pacific Capital Wealth Advisors
California
$416K +$426K +18,814 New
BTWM
358
Baker Tilly Wealth Management
Wisconsin
$411K -$424K -18,728 -50%
RF
359
RHS Financial
California
$410K -$725 -32 -0.2%
ZIM
360
Zacks Investment Management
Illinois
$408K -$3.26K -144 -0.8%
T
361
TCWP
Ohio
$405K -$6.02M -265,824 -94%
RI
362
Rinkey Investments
California
$396K +$45 +2 +0%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$394K +$158K +6,956 +64%
EFN
364
Equita Financial Network
Pennsylvania
$389K +$398K +17,570 New
WAM
365
Worth Asset Management
Texas
$387K -$147K -6,476 -27%
GI
366
GS Investments
Minnesota
$386K -$15.7K -694 -4%
CMP
367
Courage Miller Partners
Virginia
$373K -$2.95M -130,068 -89%
WAM
368
WNY Asset Management
New York
$372K -$22K -970 -5%
CPRC
369
Consolidated Portfolio Review Corp
New York
$369K +$16.5K +726 +5%
IFA
370
Index Fund Advisors
California
$365K +$3.13K +138 +0.8%
EK
371
Evensky & Katz
Florida
$365K -$201K -8,870 -35%
PWM
372
Prosperity Wealth Management
California
$365K -$90.1K -3,974 -19%
CCFM
373
Clear Creek Financial Management
Washington
$359K +$56.9K +2,512 +18%
SRSA
374
S.R. Schill & Associates
Washington
$356K +$365K +16,114 New
RZH
375
Relyea Zuckerberg Hanson
Connecticut
$356K +$364K +16,076 New