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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
351
RKL Wealth Management
Pennsylvania
$699K -$5.99K -258 -0.9%
SFS
352
Sowell Financial Services
Arkansas
$676K +$3.02K +130 +0.5%
LEFP
353
Leading Edge Financial Planning
Tennessee
$675K -$5.62K -242 -0.8%
CCM
354
Crabel Capital Management
California
$670K -$611K -26,300 -48%
Truist Financial
355
Truist Financial
North Carolina
$668K +$160K +6,886 +32%
IP
356
Ignite Planners
California
$668K – – –
DWA
357
Davis Wealth Advisors
New Hampshire
$657K -$85.2K -3,668 -12%
FA
358
Faithward Advisors
Pennsylvania
$652K -$444K -19,121 -41%
AOWM
359
Alpha Omega Wealth Management
Virginia
$651K +$4.79K +206 +0.7%
RW
360
Ridgeline Wealth
Arizona
$645K – – –
WFC
361
Western Financial Corp
California
$636K -$3.69K -159 -0.6%
MOS
362
MGO One Seven
Ohio
$630K +$88.4K +3,804 +17%
VWM
363
Vermillion Wealth Management
Minnesota
$619K -$66.7K -2,872 -10%
KPWS
364
Kestra Private Wealth Services
Texas
$614K -$102K -4,396 -14%
MHS
365
M Holdings Securities
Oregon
$614K +$608K +26,170 New
IWM
366
IHT Wealth Management
Illinois
$609K -$15.4K -664 -2%
SWA
367
Stratos Wealth Advisors
Ohio
$603K -$118K -5,080 -17%
BIA
368
Bigelow Investment Advisors
Maine
$601K -$26.4K -1,138 -4%
DAS
369
Diversify Advisory Services
Utah
$599K -$2.51M -108,165 -81%
SDWMA
370
Schneider Downs Wealth Management Advisors
Pennsylvania
$591K -$6.06K -261 -1%
FWP
371
FAS Wealth Partners
Kansas
$587K -$2.46K -106 -0.4%
SA
372
Sovran Advisors
California
$587K +$34.1K +1,466 +6%
BFG
373
Beacon Financial Group
Texas
$579K -$171K -7,352 -23%
TYCC
374
Texas Yale Capital Corp
Florida
$575K +$354K +15,250 +165%
LFA
375
Laraway Financial Advisors
Minnesota
$572K -$4.62K -199 -0.8%