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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XF
401
XML Financial
Maryland
$237K
MWM
402
Meridian Wealth Management
Kentucky
$236K +$9.68K +346 +4%
FM
403
Foster & Motley
Ohio
$235K -$2.4K -86 -1%
SIS
404
SVB Investment Services
Utah
$234K -$5.09K -182 -2%
ODCM
405
Old Dominion Capital Management
Virginia
$234K
PCMC
406
Private Capital Management (Colorado)
Colorado
$232K +$231K +8,272 New
SNBOSD
407
Security National Bank of So Dak
Iowa
$231K
PA
408
PFG Advisors
Arizona
$228K +$16.9K +604 +8%
APW
409
Aurora Private Wealth
New Jersey
$228K +$23.3K +832 +11%
TLFA
410
True Link Financial Advisors
California
$223K +$223K +7,960 New
BIA
411
Barry Investment Advisors
Massachusetts
$221K +$895 +32 +0.4%
Stifel Financial
412
Stifel Financial
Missouri
$221K +$18.3K +654 +9%
KLI
413
Kelman-Lazarov Inc
Tennessee
$219K
JWS
414
Juncture Wealth Strategies
Arizona
$218K +$217K +7,772 New
MCM
415
Maple Capital Management
Vermont
$213K +$4.47K +160 +2%
LSAG
416
Lake Street Advisors Group
New Hampshire
$213K +$6.54K +234 +3%
RC
417
Rinet Company
Massachusetts
$210K
Prudential Financial
418
Prudential Financial
New Jersey
$207K +$2.96K +106 +1%
APA
419
American Portfolios Advisors
New York
$205K -$194K -6,944 -49%
TC
420
Truvestments Capital
Florida
$203K +$1.57K +56 +0.8%
OCG
421
Opus Capital Group
Ohio
$202K +$1.51K +54 +0.8%
AC
422
Alexandria Capital
Virginia
$200K +$200K +7,150 New
FWM
423
Filbrandt Wealth Management
Wisconsin
$190K +$24.6K +880 +15%
FRA
424
Front Row Advisors
California
$163K
Fidelity Investments
425
Fidelity Investments
Massachusetts
$160K -$11.6K -416 -7%