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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
451
Golden State Equity Partners
California
$338K – – –
MHB
452
Midwest Heritage Bank
Iowa
$338K +$14.3K +621 +4%
BJL
453
Brighton Jones LLC
Washington
$336K +$7.09K +309 +2%
TIAA Trust, National Association
454
TIAA Trust, National Association
North Carolina
$329K +$3.6K +157 +1%
AFG
455
Atomi Financial Group
New York
$327K +$50.3K +2,191 +18%
JWBC
456
J.W. Burns & Co
New York
$325K -$8.81K -384 -3%
PIWA
457
Prevail Innovative Wealth Advisors
Kansas
$323K +$319K +13,908 New
DBRC
458
D.B. Root & Company
Pennsylvania
$319K -$79.9K -3,481 -20%
MWA
459
MN Wealth Advisors
Kansas
$317K +$313K +13,653 New
FNC
460
First National Corp
Massachusetts
$314K +$6.15K +268 +2%
LMKC
461
L.M. Kohn & Company
Ohio
$312K +$38.3K +1,669 +14%
WAM
462
Worth Asset Management
Texas
$311K -$21.8K -949 -7%
BRWA
463
B. Riley Wealth Advisors
Florida
$307K -$418K -18,221 -58%
PIFP
464
Partners in Financial Planning
Virginia
$302K +$3.03K +132 +1%
FMWA
465
Forvis Mazars Wealth Advisors
Missouri
$300K -$130K -5,656 -30%
BH
466
Burk Holdings
Oklahoma
$299K – – –
RW
467
Regimen Wealth
Georgia
$294K +$2.94K +128 +1%
GWM
468
GSB Wealth Management
Connecticut
$293K -$93.9K -4,092 -25%
NA
469
NewEdge Advisors
Louisiana
$289K -$6.7K -292 -2%
PSCM
470
Per Stirling Capital Management
Texas
$287K -$5.09K -222 -2%
AIA
471
Accelerate Investment Advisors
California
$286K -$23.3K -1,016 -8%
CPA
472
Cardiff Park Advisors
California
$286K +$2.87K +125 +1%
EWA
473
EverSource Wealth Advisors
Alabama
$285K -$63.9K -2,786 -19%
KWM
474
Keebeck Wealth Management
Illinois
$282K -$19.4K -846 -7%
KFGG
475
Keystone Financial Group (Georgia)
Georgia
$281K +$19.2K +835 +7%