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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAS
426
Breakthru Advisory Services
Wisconsin
$451K -$8.56M -365,701 -95%
FA
427
Fermata Advisors
California
$449K +$71.9K +3,073 +19%
BFG
428
Beacon Financial Group
Texas
$448K +$2.22K +95 +0.5%
OAP
429
One Advisory Partners
Kansas
$447K -$164 -7 -0%
CFS
430
Cannon Financial Strategists
Georgia
$444K +$211K +9,007 +89%
FC
431
Financial Consulate
Maryland
$435K -$15.2K -650 -3%
SL
432
Sentinus LLC
Illinois
$434K -$562 -24 -0.1%
SWA
433
Sax Wealth Advisors
New Jersey
$432K
FEM
434
Fulcrum Equity Management
Texas
$424K +$4.14K +177 +1%
TNA
435
True North Advisors
Texas
$423K -$447K -19,100 -51%
FA
436
Faithward Advisors
Pennsylvania
$421K -$14.3K -612 -3%
IPA
437
Investment Planning Advisors
Georgia
$420K -$72K -3,076 -15%
VCM
438
Versant Capital Management
Arizona
$417K
LAIC
439
Lederer & Associates Investment Counsel
California
$415K +$4K +171 +1%
BIA
440
Bigelow Investment Advisors
Maine
$413K -$91.7K -3,919 -18%
OCM
441
One Capital Management
California
$412K
NA
442
Note Advisors
New York
$408K +$57.5K +2,458 +16%
HOWA
443
Heritage Oak Wealth Advisors
Florida
$401K +$2.27K +97 +0.6%
CSPIA
444
Cary Street Partners Investment Advisory
Virginia
$400K -$14.1K -604 -3%
SFA
445
Sequoia Financial Advisors
Ohio
$398K -$171K -7,286 -30%
AWM
446
Apollon Wealth Management
South Carolina
$394K -$14.3K -611 -3%
Corient Private Wealth
447
Corient Private Wealth
Florida
$392K -$150K -6,409 -28%
PFA
448
Pure Financial Advisors
California
$391K +$2.04K +87 +0.5%
GG
449
Gleason Group
Kentucky
$391K +$143K +6,094 +57%
CMP
450
Courage Miller Partners
Virginia
$382K