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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
376
Sowell Financial Services
Arkansas
$708K -$39.5K -1,707 -5%
EWA
377
EverSource Wealth Advisors
Alabama
$705K -$274K -11,857 -28%
Lido Advisors
378
Lido Advisors
California
$683K -$82.5K -3,567 -11%
KWM
379
KRM Wealth Management
Nevada
$671K +$6.85K +296 +1%
TYCC
380
Texas Yale Capital Corp
Florida
$662K -$16.2K -699 -2%
GC
381
Garde Capital
Washington
$661K +$662K +28,599 New
PC
382
Payne Capital
Oregon
$661K +$23 +1 +0%
IP
383
Ignite Planners
California
$658K
MGWM
384
Marks Group Wealth Management
Minnesota
$651K +$186K +8,030 +40%
WB
385
WesBanco Bank
West Virginia
$651K
OFG
386
Orcam Financial Group
California
$641K +$6.39K +276 +1%
DLCIG
387
D.L. Carlson Investment Group
New Hampshire
$639K -$92.8K -4,012 -13%
CWP
388
Core Wealth Partners
California
$637K -$1.83M -79,177 -74%
SA
389
Scarborough Advisors
Maryland
$623K -$92K -3,975 -13%
NHFG
390
New Harbor Financial Group
Massachusetts
$605K +$122K +5,262 +25%
LAM
391
L2 Asset Management
Massachusetts
$605K +$41K +1,770 +7%
RWM
392
RKL Wealth Management
Pennsylvania
$593K +$6.02K +260 +1%
ACM
393
Appalachian Capital Management
Ohio
$589K +$1.16K +50 +0.2%
WFC
394
Western Financial Corp
California
$585K +$15.8K +684 +3%
SDWMA
395
Schneider Downs Wealth Management Advisors
Pennsylvania
$582K
LFA
396
Laraway Financial Advisors
Minnesota
$582K -$2.87K -124 -0.5%
NRI
397
NFP Retirement Inc
California
$577K -$74.6K -3,225 -11%
SPW
398
Sonoma Private Wealth
California
$572K
AOWM
399
Alpha Omega Wealth Management
Virginia
$551K +$949 +41 +0.2%
Corient Private Wealth
400
Corient Private Wealth
Florida
$550K +$160K +6,920 +41%