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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
401
Avantax Advisory Services
Texas
$303K -$2.18M -93,502 -88%
SFG
402
StrategIQ Financial Group
Indiana
$300K +$8.42K +362 +3%
PWA
403
Providence Wealth Advisors
Illinois
$289K -$7.68K -330 -3%
FHC
404
Fort Henry Capital
West Virginia
$287K +$11.1K +476 +4%
SWM
405
Spire Wealth Management
Virginia
$286K +$137K +5,876 +93%
MA
406
MKT Advisors
California
$285K +$280K +12,046 New
AWA
407
Acorn Wealth Advisors
Michigan
$284K -$11.8K -508 -4%
Prudential Financial
408
Prudential Financial
New Jersey
$280K +$47 +2 +0%
SBH
409
Segall Bryant & Hamill
Illinois
$279K
BWP
410
BSW Wealth Partners
Colorado
$279K -$18.1K -780 -6%
CPRC
411
Consolidated Portfolio Review Corp
New York
$276K +$273K +11,750 New
VCM
412
Vivaldi Capital Management
Illinois
$274K -$6.28K -270 -2%
QCMNJ
413
Quantum Capital Management (New Jersey)
New Jersey
$272K +$2.98K +128 +1%
US Bancorp
414
US Bancorp
Minnesota
$271K -$12K -516 -4%
FHA
415
Flagship Harbor Advisors
Massachusetts
$270K
AFS
416
Access Financial Services
Minnesota
$268K
VVP
417
Venture Visionary Partners
Ohio
$267K -$32.4K -1,394 -11%
CPA
418
Cardiff Park Advisors
California
$265K +$1.35K +58 +0.5%
SPA
419
Sentinel Pension Advisors
Massachusetts
$263K -$251K -10,782 -49%
WWM
420
Western Wealth Management
Colorado
$258K
RPA
421
Rock Point Advisors
Vermont
$256K -$4.65K -200 -2%
PFC
422
Phocas Financial Corp
California
$250K -$289K -12,400 -54%
ACP
423
Arcus Capital Partners
Georgia
$249K
OL
424
Owen LaRue
Kentucky
$242K
LA
425
Latitude Advisors
Florida
$237K +$235K +10,102 New