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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
351
Focus Partners Wealth
Massachusetts
$720K -$70.2K -3,037 -9%
EFG
352
Ethos Financial Group
Pennsylvania
$715K -$8.41M -363,989 -92%
JWA
353
JFS Wealth Advisors
Pennsylvania
$711K -$162K -7,012 -18%
EWA
354
EP Wealth Advisors
California
$710K -$26.9K -1,165 -4%
LEFP
355
Leading Edge Financial Planning
Tennessee
$704K -$1.6M -69,456 -69%
MWA
356
Merkkuri Wealth Advisors
New York
$701K +$151K +6,546 +27%
CA
357
CWC Advisors
Oregon
$689K -$30.7K -1,327 -4%
SPW
358
Sonoma Private Wealth
California
$685K +$128K +5,526 +22%
SFA
359
Semmax Financial Advisors
North Carolina
$685K -$624K -26,991 -47%
BAMG
360
Brand Asset Management Group
Missouri
$684K +$39K +1,690 +6%
MWP
361
Meridian Wealth Partners
Pennsylvania
$672K +$601 +26 +0.1%
KWM
362
Kingsview Wealth Management
Oregon
$667K -$124K -5,367 -15%
AOWM
363
Alpha Omega Wealth Management
Virginia
$651K -$25.6K -1,110 -4%
CPIG
364
Chicago Partners Investment Group
Illinois
$650K -$651K -28,172 -49%
SA
365
Sovran Advisors
California
$644K +$662K +28,644 New
Royal Bank of Canada
366
Royal Bank of Canada
Ontario, Canada
$641K -$43K -1,860 -6%
RFP
367
RCS Financial Planning
Maryland
$641K +$248K +10,729 +61%
EFG
368
Embree Financial Group
Illinois
$638K -$220K -9,506 -25%
LAIC
369
Lederer & Associates Investment Counsel
California
$632K +$578 +25 +0.1%
VWA
370
Visionary Wealth Advisors
Illinois
$631K -$26.4K -1,141 -4%
TPCW
371
TD Private Client Wealth
New York
$630K +$641K +27,752 New
BFG
372
Bleakley Financial Group
New Jersey
$622K +$633K +27,396 New
WWM
373
Western Wealth Management
Colorado
$622K -$87.1K -3,772 -12%
IWM
374
IHT Wealth Management
Illinois
$613K -$410K -17,754 -40%
BRWA
375
B. Riley Wealth Advisors
Florida
$610K -$19.9K -863 -3%