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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
401
Neuberger Berman Group
New York
$272K
SA
402
SRH Advisors
Kansas
$271K
PFBT
403
Parkside Financial Bank & Trust
Missouri
$267K -$13.6K -504 -5%
REMPR
404
Roof Eidam Maycock Peralta (REMP)
California
$264K
NGA
405
Naples Global Advisors
Florida
$259K
SNBOSD
406
Security National Bank of So Dak
Iowa
$257K
VA
407
Valmark Advisers
Ohio
$251K +$42.6K +1,576 +20%
AFG
408
Alterity Financial Group
Maine
$250K +$251K +9,290 New
BSW
409
Buckingham Strategic Wealth
Missouri
$246K -$28.4K -1,052 -10%
PA
410
Pinnacle Associates
New York
$245K -$8.11K -300 -3%
SWM
411
Southern Wealth Management
Texas
$244K +$1.68K +62 +0.7%
LWAC
412
Laurel Wealth Advisors (California)
California
$242K +$16.2K +600 +7%
MWM
413
Mission Wealth Management
California
$241K -$129K -4,764 -35%
LWMT
414
Legacy Wealth Management (Tennessee)
Tennessee
$241K -$46.7K -1,726 -16%
FCIM
415
Fairview Capital Investment Management
California
$241K
CCA
416
Clearwater Capital Advisors
Illinois
$239K +$34.1K +1,262 +17%
AWM
417
Aevitas Wealth Management
Massachusetts
$234K +$1.62K +60 +0.7%
MWM
418
Meridian Wealth Management
Kentucky
$232K +$1.62K +60 +0.7%
COF
419
Capital One Financial
Virginia
$231K -$244K -9,018 -51%
OWM
420
Orgel Wealth Management
Wisconsin
$231K
AIM
421
AHL Investment Management
Florida
$229K +$230K +8,500 New
LFG
422
Larson Financial Group
Missouri
$228K +$9.3K +344 +4%
DHFB
423
Dixon Hubard Feinour & Brown
Virginia
$225K +$226K +8,360 New
BJL
424
Brighton Jones LLC
Washington
$224K +$5.68K +210 +3%
IRC
425
Investors Research Corp
Georgia
$220K