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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
351
Intrua Financial
Texas
$596K +$2.39K +102 +0.4%
PCWA
352
Pacific Capital Wealth Advisors
California
$594K +$327K +13,984 +127%
LFS
353
Legacy Financial Strategies
Kansas
$593K +$584K +24,944 New
SPW
354
Sonoma Private Wealth
California
$586K +$54.7K +2,338 +10%
AL
355
Aspiriant LLC
California
$583K
MWA
356
Merkkuri Wealth Advisors
New York
$578K +$186K +7,944 +49%
D
357
Dentgroup
Louisiana
$572K -$14.1K -602 -2%
KJWM
358
Kiley Juergens Wealth Management
Washington
$571K -$37.5K -1,600 -6%
LGG
359
Luts & Greenleigh Group
Maryland
$567K -$51.7K -2,206 -8%
DAS
360
Dynamic Advisor Solutions
Arizona
$561K +$149K +6,346 +37%
SAM
361
Sawgrass Asset Management
Florida
$550K
OP
362
ORG Partners
Indiana
$542K -$4.1M -175,180 -88%
Truist Financial
363
Truist Financial
North Carolina
$539K +$8.48K +362 +2%
RJA
364
Raymond James & Associates
Florida
$536K +$194K +8,278 +58%
OCM
365
One Capital Management
California
$527K -$16K -682 -3%
FA
366
FDx Advisors
Illinois
$518K -$15.5K -662 -3%
CWM
367
Cahaba Wealth Management
Georgia
$518K +$4.82K +206 +1%
PFA
368
Pure Financial Advisors
California
$515K -$11.5K -490 -2%
FA
369
Fermata Advisors
California
$513K +$91.5K +3,906 +22%
VCM
370
Versant Capital Management
Arizona
$513K +$4.4K +188 +0.9%
AIP
371
Ameritas Investment Partners
Nebraska
$512K -$3.93K -168 -0.8%
LWMT
372
Legacy Wealth Management (Tennessee)
Tennessee
$512K -$88K -3,758 -15%
HKIMG
373
Hutchens & Kramer Investment Management Group
Indiana
$510K +$502K +21,448 New
KPWS
374
Kestra Private Wealth Services
Texas
$509K +$3.61K +154 +0.7%
MCA
375
MSH Capital Advisors
Arizona
$501K +$150K +6,390 +43%