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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEA
451
Legacy Edge Advisors
New York
$341K +$338K +14,744 New
ACA
452
American Capital Advisory
Idaho
$339K -$21.6K -944 -6%
LAM
453
Lewis Asset Management
California
$338K -$1.21K -53 -0.4%
GSEP
454
Golden State Equity Partners
California
$337K – – –
JWBC
455
J.W. Burns & Co
New York
$333K +$8.8K +384 +3%
WAM
456
Worth Asset Management
Texas
$331K +$328K +14,310 New
AQR Capital Management
457
AQR Capital Management
Connecticut
$329K +$44.6K +1,948 +16%
BJL
458
Brighton Jones LLC
Washington
$328K +$4.44K +194 +1%
MMCM
459
Murphy & Mullick Capital Management
New York
$328K -$47.2K -2,062 -13%
TIAA Trust, National Association
460
TIAA Trust, National Association
North Carolina
$324K +$733 +32 +0.2%
MHB
461
Midwest Heritage Bank
Iowa
$322K -$139K -6,066 -30%
DW30
462
Drucker Wealth 3.0
New Jersey
$320K +$109K +4,752 +52%
MOS
463
MGO One Seven
Ohio
$317K +$2.59K +113 +0.8%
OWM
464
Opes Wealth Management
California
$315K +$6.92K +302 +2%
DAS
465
Dynamic Advisor Solutions
Arizona
$312K +$308K +13,455 New
CW
466
Code Waechter
Florida
$311K +$23.9K +1,045 +8%
GI
467
GS Investments
Minnesota
$309K -$3.94K -172 -1%
AIA
468
Accelerate Investment Advisors
California
$309K +$305K +13,328 New
Royal Bank of Canada
469
Royal Bank of Canada
Ontario, Canada
$308K -$342K -14,950 -53%
FNC
470
First National Corp
Massachusetts
$306K +$303K +13,229 New
KWM
471
Keebeck Wealth Management
Illinois
$300K +$55.6K +2,426 +23%
GWM
472
Geneos Wealth Management
Colorado
$300K -$215K -9,382 -42%
MF
473
Manchester Financial
California
$298K -$611K -26,666 -67%
BH
474
Burk Holdings
Oklahoma
$298K +$206 +9 +0.1%
PIFP
475
Partners in Financial Planning
Virginia
$298K -$9.8K -428 -3%