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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
376
Carnegie Investment Counsel
Ohio
$501K
Fidelity Investments
377
Fidelity Investments
Massachusetts
$497K +$483K +20,608 +6,779%
NHFG
378
New Harbor Financial Group
Massachusetts
$497K
W
379
WealthCollab
Washington
$490K
RRCM
380
Rappaport Reiches Capital Management
Illinois
$489K -$50.3K -2,148 -9%
RGF
381
Retirement Guys Formula
Ohio
$484K +$13K +554 +3%
FEM
382
Fulcrum Equity Management
Texas
$484K -$101K -4,294 -17%
BPWM
383
Badgley Phelps Wealth Managers
Washington
$477K +$1.64K +70 +0.4%
LAM
384
Lewis Asset Management
California
$467K +$1.26K +54 +0.3%
CAL
385
Capital Advisors Ltd
Ohio
$467K
FC
386
Financial Consulate
Maryland
$467K
ACA
387
American Capital Advisory
Idaho
$467K -$328 -14 -0.1%
AHC
388
Anderson Hoagland & Co
Missouri
$466K -$139K -5,936 -23%
IPA
389
Investment Planning Advisors
Georgia
$466K
WPC
390
Wedmont Private Capital
Pennsylvania
$458K -$30.9K -1,318 -6%
ZIM
391
Zacks Investment Management
Illinois
$457K +$3.04K +130 +0.7%
SPWG
392
Syntegra Private Wealth Group
Missouri
$456K -$5.85K -250 -1%
HCP
393
Hardin Capital Partners
South Carolina
$450K +$1.41K +60 +0.3%
GWA
394
Geometric Wealth Advisors
District of Columbia
$445K +$75.1K +3,208 +21%
DIS
395
Diversified Investment Strategies
Louisiana
$443K
HSA
396
HBK Sorce Advisory
Pennsylvania
$436K -$206K -8,818 -32%
QCG
397
Quadrant Capital Group
Ohio
$435K -$18.5K -792 -4%
MOS
398
MGO One Seven
Ohio
$434K +$99.4K +4,246 +30%
WA
399
Wealth Alliance
New York
$433K -$20.5K -874 -5%
WFS
400
Walker Financial Services
Kentucky
$433K -$41K -1,752 -9%