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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
501
Dynamic Advisor Solutions
Arizona
$276K -$470 -20 -0.2%
NFC
502
Northstar Financial Companies
Pennsylvania
$275K +$21K +894 +8%
P
503
&Partners
Tennessee
$275K +$259K +11,020 New
OP
504
ORG Partners
Indiana
$275K +$39.8K +1,695 +17%
TPWA
505
Twin Peaks Wealth Advisors
California
$274K +$275K +11,717 New
CIP
506
Capital Insight Partners
Arizona
$272K -$427K -18,171 -61%
GWM
507
GSB Wealth Management
Connecticut
$271K -$33.3K -1,418 -11%
WC
508
Waterloo Capital
Texas
$270K +$2.61K +111 +1%
AIA
509
Accelerate Investment Advisors
California
$270K -$6.48K -276 -2%
WA
510
Wealth Alliance
New York
$269K -$23.6K -1,004 -8%
HSA
511
HBK Sorce Advisory
Pennsylvania
$268K +$117 +5 +0%
AFS
512
Access Financial Services
Minnesota
$267K – – –
Wells Fargo
513
Wells Fargo
California
$262K +$247K +10,518 +1,498%
MWM
514
Meridian Wealth Management
Kentucky
$259K +$49.3K +2,101 +23%
ACA
515
Aptus Capital Advisors
Alabama
$258K +$8.31K +354 +3%
HW
516
HORAN Wealth
Ohio
$257K -$36.6K -1,560 -12%
PCS
517
Private Client Services
Kentucky
$256K -$83.6K -3,559 -25%
WS
518
Wedbush Securities
California
$256K +$257K +10,956 New
IFA
519
Index Fund Advisors
California
$256K +$257K +10,940 New
CTA
520
Chesley Taft & Associates
Illinois
$254K +$255K +10,875 New
Vanguard Group
521
Vanguard Group
Pennsylvania
$254K +$255K +10,871 New
OPWM
522
Oregon Pacific Wealth Management
Oregon
$252K -$101K -4,292 -28%
GG
523
Gleason Group
Kentucky
$251K +$252K +10,734 New
MFG
524
Magnus Financial Group
New York
$250K +$251K +10,710 New
OWM
525
Opes Wealth Management
California
$249K +$1.64K +70 +0.7%