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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
451
Syntegra Private Wealth Group
Missouri
$355K -$10K -426 -3%
NA
452
Note Advisors
New York
$354K +$11.2K +475 +3%
AL
453
Aspiriant LLC
California
$348K -$45.9K -1,954 -12%
SL
454
SWMG LLC
Texas
$344K +$1.74K +74 +0.5%
BRWA
455
B. Riley Wealth Advisors
Florida
$344K +$5.31K +226 +2%
FWI
456
Facet Wealth Inc
Maryland
$344K +$345K +14,689 New
GSEP
457
Golden State Equity Partners
California
$340K – – –
CF
458
Centaurus Financial
California
$340K -$54.2K -2,310 -14%
AIMC
459
Alley Investment Management Company
Illinois
$337K -$23.3K -993 -6%
NG
460
Novem Group
New York
$336K -$5.28K -225 -2%
MHB
461
Midwest Heritage Bank
Iowa
$335K -$4.74K -202 -1%
DIS
462
Diversified Investment Strategies
Louisiana
$332K +$51.1K +2,175 +18%
KWM
463
Kingsview Wealth Management
Oregon
$331K -$16.6K -708 -5%
LEA
464
Legacy Edge Advisors
New York
$331K -$12.5K -534 -4%
JWBC
465
J.W. Burns & Co
New York
$327K – – –
TIAA Trust, National Association
466
TIAA Trust, National Association
North Carolina
$327K – – –
IWM
467
IHT Wealth Management
Illinois
$320K -$288K -12,284 -47%
PWA
468
Principia Wealth Advisory
Texas
$319K +$103K +4,376 +47%
AIP
469
Ameritas Investment Partners
Nebraska
$316K +$2.87K +122 +0.9%
AOWM
470
Asset One Wealth Management
Washington
$316K +$319K +13,567 New
DAS
471
Daybright Advisory Services
Florida
$316K +$317K +13,504 New
KWM
472
Keebeck Wealth Management
Illinois
$314K -$5.19K -221 -2%
PIFP
473
Partners in Financial Planning
Virginia
$311K +$4.13K +176 +1%
MWA
474
MN Wealth Advisors
Kansas
$309K -$15.5K -661 -5%
WFS
475
Walker Financial Services
Kentucky
$308K -$55K -2,341 -15%