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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
501
Keebeck Wealth Management
Illinois
$286K -$26K -1,112 -8%
SWP
502
Stratos Wealth Partners
Ohio
$286K +$41.2K +1,762 +17%
ACA
503
Aptus Capital Advisors
Alabama
$283K +$27.3K +1,166 +11%
LEA
504
Legacy Edge Advisors
New York
$283K -$46K -1,967 -14%
JESC
505
J.E. Simmons & Co
Texas
$274K
NFC
506
Northstar Financial Companies
Pennsylvania
$273K
PSCM
507
Per Stirling Capital Management
Texas
$273K -$1.12K -48 -0.4%
GWM
508
GSB Wealth Management
Connecticut
$272K +$2.43K +104 +0.9%
LAM
509
Lewis Asset Management
California
$266K -$8.31K -355 -3%
AIA
510
Accelerate Investment Advisors
California
$266K -$1.69K -72 -0.6%
AFS
511
Access Financial Services
Minnesota
$265K
QCMNJ
512
Quantum Capital Management (New Jersey)
New Jersey
$265K +$22.2K +950 +9%
US Bancorp
513
US Bancorp
Minnesota
$262K -$494K -21,105 -65%
PI
514
PFG Investments
New York
$261K +$15K +641 +6%
CFG
515
Chapman Financial Group
Hawaii
$261K -$25.7K -1,100 -9%
DAS
516
Dynamic Advisor Solutions
Arizona
$259K -$14.7K -629 -5%
FFM
517
Forum Financial Management
Illinois
$258K +$43.7K +1,867 +20%
HW
518
HORAN Wealth
Ohio
$257K +$2.25K +96 +0.9%
TSS
519
Two Sigma Securities
New York
$257K +$259K +11,073 New
TWA
520
Talisman Wealth Advisors
New Jersey
$256K -$20.8K -890 -7%
FCA
521
FLC Capital Advisors
California
$255K -$32.6K -1,393 -11%
RIA
522
Regal Investment Advisors
Michigan
$254K +$256K +10,943 New
HSA
523
HBK Sorce Advisory
Pennsylvania
$252K -$14.5K -619 -5%
OWM
524
Opes Wealth Management
California
$251K +$3.96K +169 +2%
TI
525
Truepoint Inc
Ohio
$251K +$253K +10,794 New