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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
426
HB Wealth Management
Georgia
$340K +$9.74K +416 +3%
GI
427
GS Investments
Minnesota
$340K -$14K -600 -4%
PA
428
PFG Advisors
Arizona
$339K +$749 +32 +0.2%
CL
429
Choreo LLC
Illinois
$337K +$4.21K +180 +1%
JWBC
430
J.W. Burns & Co
New York
$333K
TIAA Trust, National Association
431
TIAA Trust, National Association
North Carolina
$332K
AFS
432
Access Financial Services
Minnesota
$332K
PIFP
433
Partners in Financial Planning
Virginia
$328K -$13K -556 -4%
OAP
434
One Advisory Partners
Kansas
$321K -$30.5K -1,302 -9%
CPRC
435
Consolidated Portfolio Review Corp
New York
$321K -$60.9K -2,600 -16%
FCIM
436
Fairview Capital Investment Management
California
$314K +$25.8K +1,100 +9%
CIA
437
Concurrent Investment Advisors
Florida
$303K +$299K +12,762 New
SW
438
Simplicity Wealth
New Jersey
$298K -$133K -5,674 -31%
PS
439
Principal Securities
Iowa
$297K +$123K +5,260 +73%
UF
440
Univest Financial
Pennsylvania
$296K +$292K +12,472 New
CW
441
Code Waechter
Florida
$295K +$291K +12,436 New
TYCC
442
Texas Yale Capital Corp
Florida
$294K
CWM
443
Certus Wealth Management
California
$291K
RW
444
Regimen Wealth
Georgia
$286K +$2.67K +114 +1%
CPA
445
Cardiff Park Advisors
California
$284K +$2.67K +114 +1%
EK
446
Evensky & Katz
Florida
$283K -$24.5K -1,048 -8%
MCM
447
MidAtlantic Capital Management
Virginia
$280K -$2.2K -94 -0.8%
ACP
448
Aveo Capital Partners
Colorado
$275K +$47K +2,008 +21%
Betterment LLC
449
Betterment LLC
New York
$275K -$749K -31,986 -73%
AWA
450
Acorn Wealth Advisors
Michigan
$272K