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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
376
IHT Wealth Management
Illinois
$562K -$62.7K -2,737 -10%
PFA
377
Pure Financial Advisors
California
$553K
SFA
378
Sequoia Financial Advisors
Ohio
$552K -$47.4K -2,070 -8%
HKIMG
379
Hutchens & Kramer Investment Management Group
Indiana
$549K -$4.31K -188 -0.8%
LGG
380
Luts & Greenleigh Group
Maryland
$542K -$10.8K -470 -2%
IPA
381
Investment Planning Advisors
Georgia
$538K +$59.8K +2,611 +13%
SF
382
Seek First
California
$528K +$522K +22,783 New
AA
383
Armis Advisers
Georgia
$521K -$214K -9,328 -29%
KPWS
384
Kestra Private Wealth Services
Texas
$518K +$13.9K +609 +3%
LFS
385
Legacy Financial Strategies
Kansas
$518K -$67.1K -2,928 -12%
CWM
386
Cahaba Wealth Management
Georgia
$515K +$3.57K +156 +0.7%
OCM
387
One Capital Management
California
$514K
SL
388
Sentinus LLC
Illinois
$509K +$202K +8,816 +67%
BCWM
389
Bartlett & Co Wealth Management
Ohio
$508K -$282K -12,314 -36%
ACP
390
Aveo Capital Partners
Colorado
$501K +$159K +6,949 +47%
Truist Financial
391
Truist Financial
North Carolina
$499K +$12.2K +532 +3%
GSWM
392
Greenup Street Wealth Management
Michigan
$497K -$1.72M -74,963 -78%
FC
393
Financial Consulate
Maryland
$497K +$41.4K +1,808 +9%
WFS
394
WealthGarden F.S.
California
$494K -$36.8K -1,607 -7%
NHFG
395
New Harbor Financial Group
Massachusetts
$484K
GWA
396
Geometric Wealth Advisors
District of Columbia
$480K +$5.36K +234 +1%
PAW
397
Plan A Wealth
Nebraska
$480K +$59K +2,576 +14%
AIP
398
Ameritas Investment Partners
Nebraska
$477K -$50.8K -2,219 -10%
SAM
399
Sawgrass Asset Management
Florida
$477K
BPWM
400
Badgley Phelps Wealth Managers
Washington
$475K +$27K +1,177 +6%