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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
376
Naples Global Advisors
Florida
$261K
MA
377
MCF Advisors
Kentucky
$259K -$2.08K -76 -0.8%
SNBOSD
378
Security National Bank of So Dak
Iowa
$259K +$262K +9,538 New
FWM
379
Filbrandt Wealth Management
Wisconsin
$256K +$19K +692 +8%
PA
380
Pinnacle Associates
New York
$255K -$1.65K -60 -0.6%
FSWA
381
Financial Synergies Wealth Advisors
Texas
$249K +$987 +36 +0.4%
SWA
382
Sightline Wealth Advisors
Connecticut
$247K -$191K -6,974 -43%
YIA
383
YHB Investment Advisors
Connecticut
$246K -$1.67M -60,920 -87%
SWM
384
Southern Wealth Management
Texas
$244K +$877 +32 +0.4%
RJA
385
Raymond James & Associates
Florida
$243K +$246K +8,972 New
FCIM
386
Fairview Capital Investment Management
California
$242K
SB
387
Strategic Blueprint
Georgia
$241K -$439 -16 -0.2%
AWM
388
Aevitas Wealth Management
Massachusetts
$234K +$1.26K +46 +0.5%
OWM
389
Orgel Wealth Management
Wisconsin
$233K
CAG
390
Crestwood Advisors Group
Massachusetts
$232K -$13.6K -496 -5%
MWM
391
Meridian Wealth Management
Kentucky
$232K +$1.21K +44 +0.5%
SI
392
Stephens Inc
Arkansas
$231K
LWAC
393
Laurel Wealth Advisors (California)
California
$228K +$9.6K +350 +4%
ODCM
394
Old Dominion Capital Management
Virginia
$227K
FM
395
Foster & Motley
Ohio
$224K -$3.29K -120 -1%
IRC
396
Investors Research Corp
Georgia
$221K -$548 -20 -0.2%
BJL
397
Brighton Jones LLC
Washington
$220K +$713 +26 +0.3%
LFG
398
Larson Financial Group
Missouri
$220K +$30.3K +1,106 +16%
BIA
399
Barry Investment Advisors
Massachusetts
$216K +$603 +22 +0.3%
XF
400
XML Financial
Maryland
$214K +$216K +7,890 New