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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
376
Gradient Capital Advisors
California
$725K +$36.7K +1,584 +5%
WFA
377
WJ Financial Advisors
Connecticut
$724K -$10.2K -440 -1%
CA
378
CWC Advisors
Oregon
$721K +$12.6K +545 +2%
SFS
379
Sowell Financial Services
Arkansas
$708K -$39.5K -1,707 -5%
EWA
380
EverSource Wealth Advisors
Alabama
$705K -$274K -11,857 -28%
Lido Advisors
381
Lido Advisors
California
$683K -$82.5K -3,567 -11%
KWM
382
KRM Wealth Management
Nevada
$671K +$6.85K +296 +1%
TYCC
383
Texas Yale Capital Corp
Florida
$662K -$16.2K -699 -2%
GC
384
Garde Capital
Washington
$661K +$662K +28,599 New
PC
385
Payne Capital
Oregon
$661K +$23 +1 +0%
IP
386
Ignite Planners
California
$658K – – –
MGWM
387
Marks Group Wealth Management
Minnesota
$651K +$186K +8,030 +40%
WB
388
WesBanco Bank
West Virginia
$651K – – –
OFG
389
Orcam Financial Group
California
$641K +$6.39K +276 +1%
DLCIG
390
D.L. Carlson Investment Group
New Hampshire
$639K -$92.8K -4,012 -13%
CWP
391
Core Wealth Partners
California
$637K -$1.83M -79,177 -74%
SA
392
Scarborough Advisors
Maryland
$623K -$92K -3,975 -13%
NHFG
393
New Harbor Financial Group
Massachusetts
$605K +$122K +5,262 +25%
LAM
394
L2 Asset Management
Massachusetts
$605K +$41K +1,770 +7%
RWM
395
RKL Wealth Management
Pennsylvania
$593K +$6.02K +260 +1%
ACM
396
Appalachian Capital Management
Ohio
$589K +$1.16K +50 +0.2%
WFC
397
Western Financial Corp
California
$585K +$15.8K +684 +3%
SDWMA
398
Schneider Downs Wealth Management Advisors
Pennsylvania
$582K – – –
LFA
399
Laraway Financial Advisors
Minnesota
$582K -$2.87K -124 -0.5%
NRI
400
NFP Retirement Inc
California
$577K -$74.6K -3,225 -11%