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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
351
JFS Wealth Advisors
Pennsylvania
$766K -$25.8K -1,097 -3%
MWM
352
Mission Wealth Management
California
$765K -$734K -31,267 -49%
US Bancorp
353
US Bancorp
Minnesota
$757K +$6.43K +274 +0.9%
WFA
354
WJ Financial Advisors
Connecticut
$751K -$46.3K -1,972 -6%
KWA
355
Kingswood Wealth Advisors
California
$746K -$94 -4 -0%
TCA
356
Transcend Capital Advisors
New Jersey
$745K -$324K -13,800 -30%
DLCIG
357
D.L. Carlson Investment Group
New Hampshire
$736K +$15.8K +672 +2%
MOS
358
MGO One Seven
Ohio
$736K +$109K +4,650 +17%
CA
359
CWC Advisors
Oregon
$731K -$2.91K -124 -0.4%
RFA
360
Resurgent Financial Advisors
Georgia
$728K -$21K -896 -3%
GCA
361
Gradient Capital Advisors
California
$705K -$22.3K -950 -3%
SPW
362
Sonoma Private Wealth
California
$705K
LWMT
363
Legacy Wealth Management (Tennessee)
Tennessee
$703K -$35.3K -1,503 -5%
SFS
364
Sowell Financial Services
Arkansas
$669K -$4.39K -187 -0.6%
IP
365
Ignite Planners
California
$667K -$282 -12 -0%
LEFP
366
Leading Edge Financial Planning
Tennessee
$666K -$5.94K -253 -0.9%
KWM
367
KRM Wealth Management
Nevada
$666K +$669K +28,495 New
GC
368
Garde Capital
Washington
$664K -$33.4K -1,423 -5%
AA
369
Advisory Alpha
Michigan
$650K -$85.8K -3,652 -12%
NWAG
370
Net Worth Advisory Group
Utah
$646K +$649K +27,631 New
SWA
371
Stratos Wealth Advisors
Ohio
$632K +$31.4K +1,338 +5%
ACM
372
Appalachian Capital Management
Ohio
$622K +$624K +26,594 New
AOWM
373
Alpha Omega Wealth Management
Virginia
$619K -$29.2K -1,242 -4%
VFIC
374
Valley Forge Investment Consultants
Pennsylvania
$603K -$277K -11,793 -31%
WFC
375
Western Financial Corp
California
$601K -$33.2K -1,413 -5%