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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AO
426
Advisor OS
Illinois
$453K -$4.65M -198,780 -91%
BAS
427
Breakthru Advisory Services
Wisconsin
$451K -$8.56M -365,701 -95%
FA
428
Fermata Advisors
California
$449K +$71.9K +3,073 +19%
BFG
429
Beacon Financial Group
Texas
$448K +$2.22K +95 +0.5%
OAP
430
One Advisory Partners
Kansas
$447K -$164 -7 -0%
CFS
431
Cannon Financial Strategists
Georgia
$444K +$211K +9,007 +89%
FC
432
Financial Consulate
Maryland
$435K -$15.2K -650 -3%
SL
433
Sentinus LLC
Illinois
$434K -$562 -24 -0.1%
SWA
434
Sax Wealth Advisors
New Jersey
$432K – – –
FEM
435
Fulcrum Equity Management
Texas
$424K +$4.14K +177 +1%
TNA
436
True North Advisors
Texas
$423K -$447K -19,100 -51%
FA
437
Faithward Advisors
Pennsylvania
$421K -$14.3K -612 -3%
IPA
438
Investment Planning Advisors
Georgia
$420K -$72K -3,076 -15%
VCM
439
Versant Capital Management
Arizona
$417K – – –
LAIC
440
Lederer & Associates Investment Counsel
California
$415K +$4K +171 +1%
BIA
441
Bigelow Investment Advisors
Maine
$413K -$91.7K -3,919 -18%
OCM
442
One Capital Management
California
$412K – – –
NA
443
Note Advisors
New York
$408K +$57.5K +2,458 +16%
HOWA
444
Heritage Oak Wealth Advisors
Florida
$401K +$2.27K +97 +0.6%
CSPIA
445
Cary Street Partners Investment Advisory
Virginia
$400K -$14.1K -604 -3%
SFA
446
Sequoia Financial Advisors
Ohio
$398K -$171K -7,286 -30%
AWM
447
Apollon Wealth Management
South Carolina
$394K -$14.3K -611 -3%
Corient Private Wealth
448
Corient Private Wealth
Florida
$392K -$150K -6,409 -28%
PFA
449
Pure Financial Advisors
California
$391K +$2.04K +87 +0.5%
GG
450
Gleason Group
Kentucky
$391K +$143K +6,094 +57%