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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
376
Embree Financial Group
Illinois
$563K -$27.2K -1,187 -5%
SW
377
Simplicity Wealth
New Jersey
$563K +$346K +15,075 +165%
LAM
378
L2 Asset Management
Massachusetts
$561K +$554K +24,161 New
D
379
Dentgroup
Louisiana
$561K -$55.8K -2,430 -9%
WB
380
WesBanco Bank
West Virginia
$557K +$550K +23,957 New
NWAG
381
Net Worth Advisory Group
Utah
$556K +$549K +23,932 New
DW30
382
Drucker Wealth 3.0
New Jersey
$549K +$228K +9,956 +72%
LGG
383
Luts & Greenleigh Group
Maryland
$544K – – –
SF
384
Seek First
California
$540K +$10.5K +458 +2%
SA
385
Sovran Advisors
California
$539K -$88.6K -3,859 -14%
MOS
386
MGO One Seven
Ohio
$536K +$215K +9,375 +69%
LFS
387
Legacy Financial Strategies
Kansas
$525K +$5.25K +229 +1%
CWM
388
Cahaba Wealth Management
Georgia
$522K +$5.23K +228 +1%
IPA
389
Investment Planning Advisors
Georgia
$520K -$19.1K -834 -4%
OCM
390
One Capital Management
California
$516K – – –
KLI
391
Kelman-Lazarov Inc
Tennessee
$513K -$107K -4,682 -17%
BAMG
392
Brand Asset Management Group
Missouri
$511K -$141K -6,125 -22%
EWA
393
EP Wealth Advisors
California
$511K -$103K -4,508 -17%
KWA
394
Kingswood Wealth Advisors
California
$509K +$128K +5,568 +34%
BCWM
395
Bartlett & Co Wealth Management
Ohio
$506K -$4.08K -178 -0.8%
SL
396
Sentinus LLC
Illinois
$504K -$6.56K -286 -1%
GS
397
GTS Securities
Florida
$502K +$496K +21,622 New
Truist Financial
398
Truist Financial
North Carolina
$502K +$1.49K +65 +0.3%
FCA
399
FLC Capital Advisors
California
$494K -$25.5M -1,113,257 -98%
GWA
400
Geometric Wealth Advisors
District of Columbia
$493K +$10.8K +471 +2%