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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XF
401
XML Financial
Maryland
$285K -$17.5K -752 -6%
FHC
402
Fort Henry Capital
West Virginia
$283K
SIA
403
SkyView Investment Advisors
New Jersey
$282K -$17.2K -740 -6%
FCAG
404
First Capital Advisors Group
New Jersey
$282K -$17.2K -740 -6%
CPG
405
Cornerstone Planning Group
New Jersey
$280K +$282K +12,134 New
TA
406
TrueWealth Advisors
Alabama
$277K +$72.3K +3,106 +35%
AWA
407
Acorn Wealth Advisors
Michigan
$276K -$2.61K -112 -0.9%
SBH
408
Segall Bryant & Hamill
Illinois
$275K
BWP
409
BSW Wealth Partners
Colorado
$271K -$3.72K -160 -1%
AFS
410
Access Financial Services
Minnesota
$264K
US Bancorp
411
US Bancorp
Minnesota
$264K -$3.4K -146 -1%
CPA
412
Cardiff Park Advisors
California
$263K +$2K +86 +0.8%
VCM
413
Vivaldi Capital Management
Illinois
$263K -$6.61K -284 -2%
LA
414
Latitude Advisors
Florida
$262K +$28.9K +1,242 +12%
RPA
415
Rock Point Advisors
Vermont
$252K
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$251K +$224K +9,624 +770%
FI
417
FIDELIS iM
Oregon
$250K -$150K -6,450 -37%
ALWM
418
Andrews Lucia Wealth Management
California
$249K +$251K +10,780 New
WWM
419
Western Wealth Management
Colorado
$248K -$5.68K -244 -2%
SWM
420
Spire Wealth Management
Virginia
$248K -$34.3K -1,474 -12%
ACP
421
Arcus Capital Partners
Georgia
$245K
WS
422
Wedbush Securities
California
$242K +$12.3K +530 +5%
GCA
423
Genesee Capital Advisors
New York
$242K -$173K -7,416 -41%
AWM
424
Apollon Wealth Management
South Carolina
$240K -$109K -4,676 -31%
PSCM
425
Per Stirling Capital Management
Texas
$239K +$241K +10,374 New