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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
401
Parkside Financial Bank & Trust
Missouri
$216K +$1.29K +54 +0.6%
RDIA
402
RE Dickinson Investment Advisors
Iowa
$210K -$107K -4,506 -33%
MA
403
MONECO Advisors
Connecticut
$206K -$80.1K -3,366 -27%
FCIM
404
Fairview Capital Investment Management
California
$202K
CAG
405
Csenge Advisory Group
Florida
$202K +$213K +8,936 New
HWMA
406
Heritage Wealth Management (Arizona)
Arizona
$197K -$40.6K -1,706 -16%
CMA
407
Cedar Mountain Advisors
Oregon
$189K -$23.3K -978 -11%
LFG
408
Larson Financial Group
Missouri
$185K +$17.5K +736 +10%
UB
409
UMB Bank
Missouri
$184K +$5.57K +234 +3%
IRC
410
Investors Research Corp
Georgia
$178K
OIA
411
Optimum Investment Advisors
Illinois
$178K +$9.48K +398 +5%
CIAS
412
Capital Investment Advisory Services
North Carolina
$176K -$55.6K -2,334 -23%
TFA
413
Toth Financial Advisory
Virginia
$161K -$17.5K -734 -9%
AF
414
Allworth Financial
California
$142K +$1.95K +82 +1%
SWM
415
Spire Wealth Management
Virginia
$141K -$38.1K -1,602 -20%
TWM
416
Tradition Wealth Management
Minnesota
$137K -$30.1K -1,264 -17%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$135K +$20.5K +860 +17%
SPIA
418
Steward Partners Investment Advisory
New York
$134K
FRA
419
Front Row Advisors
California
$132K
LB
420
Legacy Bridge
Iowa
$116K
PFA
421
Professional Financial Advisors
Nebraska
$112K +$190 +8 +0.2%
BC
422
Burleson & Co
California
$106K
GIP
423
Granite Investment Partners
California
$93K
TAM
424
Townsend Asset Management
North Carolina
$89K +$429 +18 +0.5%
CA
425
Clearstead Advisors
Ohio
$88K +$26.1K +1,096 +39%