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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JF
426
Joule Financial
Kentucky
$409K -$3.25K -142 -0.8%
SPWG
427
Syntegra Private Wealth Group
Missouri
$408K -$31.1K -1,359 -7%
AL
428
Aspiriant LLC
California
$402K -$165K -7,188 -29%
ACA
429
Aptus Capital Advisors
Alabama
$398K -$3.57K -156 -0.9%
DBRC
430
D.B. Root & Company
Pennsylvania
$398K -$11.6K -506 -3%
RWM
431
RBA Wealth Management
California
$397K +$9.21K +402 +2%
WFS
432
Walker Financial Services
Kentucky
$396K -$23.2K -1,011 -6%
SL
433
SWMG LLC
Texas
$392K +$1.49K +65 +0.4%
HOWA
434
Heritage Oak Wealth Advisors
Florida
$391K -$9.03K -394 -2%
GWM
435
GSB Wealth Management
Connecticut
$386K -$193K -8,406 -34%
P
436
&Partners
Tennessee
$386K +$2.38K +104 +0.6%
CMP
437
Courage Miller Partners
Virginia
$381K – – –
Susquehanna International Group
438
Susquehanna International Group
Pennsylvania
$380K -$951K -41,515 -72%
KWA
439
Kingswood Wealth Advisors
California
$378K +$2.79K +122 +0.8%
WWM
440
Western Wealth Management
Colorado
$376K -$255K -11,145 -41%
NDSI
441
Newman Dignan & Sheerar Inc
Rhode Island
$373K -$7.7K -336 -2%
LSA
442
Lansing Street Advisors
Pennsylvania
$368K +$364K +15,898 New
NA
443
Note Advisors
New York
$365K +$12.8K +560 +4%
SWA
444
Sax Wealth Advisors
New Jersey
$363K +$359K +15,680 New
PWG
445
Portside Wealth Group
Utah
$362K – – –
BAM
446
Belpointe Asset Management
Nevada
$358K +$354K +15,446 New
FCA
447
Fortis Capital Advisors
Kansas
$358K +$354K +15,446 New
OPWM
448
Oregon Pacific Wealth Management
Oregon
$352K -$59.1K -2,580 -15%
EWA
449
EverSource Wealth Advisors
Alabama
$349K -$54.5K -2,380 -14%
AIMC
450
Alley Investment Management Company
Illinois
$343K -$11K -482 -3%