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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
451
Note Advisors
New York
$354K +$11.2K +475 +3%
AL
452
Aspiriant LLC
California
$348K -$45.9K -1,954 -12%
SL
453
SWMG LLC
Texas
$344K +$1.74K +74 +0.5%
BRWA
454
B. Riley Wealth Advisors
Florida
$344K +$5.31K +226 +2%
FWI
455
Facet Wealth Inc
Maryland
$344K +$345K +14,689 New
GSEP
456
Golden State Equity Partners
California
$340K
CF
457
Centaurus Financial
California
$340K -$54.2K -2,310 -14%
AIMC
458
Alley Investment Management Company
Illinois
$337K -$23.3K -993 -6%
NG
459
Novem Group
New York
$336K -$5.28K -225 -2%
MHB
460
Midwest Heritage Bank
Iowa
$335K -$4.74K -202 -1%
DIS
461
Diversified Investment Strategies
Louisiana
$332K +$51.1K +2,175 +18%
KWM
462
Kingsview Wealth Management
Oregon
$331K -$16.6K -708 -5%
LEA
463
Legacy Edge Advisors
New York
$331K +$332K +14,153 New
JWBC
464
J.W. Burns & Co
New York
$327K
TIAA Trust, National Association
465
TIAA Trust, National Association
North Carolina
$327K
IWM
466
IHT Wealth Management
Illinois
$320K -$288K -12,284 -47%
PWA
467
Principia Wealth Advisory
Texas
$319K +$103K +4,376 +47%
AIP
468
Ameritas Investment Partners
Nebraska
$316K +$2.87K +122 +0.9%
AOWM
469
Asset One Wealth Management
Washington
$316K +$319K +13,567 New
DAS
470
Daybright Advisory Services
Florida
$316K +$317K +13,504 New
KWM
471
Keebeck Wealth Management
Illinois
$314K -$5.19K -221 -2%
PIFP
472
Partners in Financial Planning
Virginia
$311K +$4.13K +176 +1%
MWA
473
MN Wealth Advisors
Kansas
$309K -$15.5K -661 -5%
WFS
474
Walker Financial Services
Kentucky
$308K -$55K -2,341 -15%
LWL
475
Leo Wealth LLC
Texas
$308K +$309K +13,175 New