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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
526
Evolution Advisers
Virginia
$179K – – –
PWMG
527
Prestige Wealth Management Group
New Jersey
$172K -$4.83K -208 -3%
VNA
528
Valley National Advisers
Pennsylvania
$167K +$5.11K +220 +3%
IRC
529
Investors Research Corp
Georgia
$166K – – –
DCM
530
Davis Capital Management
Florida
$151K +$150K +6,453 New
AF
531
Advisornet Financial
Minnesota
$151K +$4.86K +209 +3%
SPIA
532
Steward Partners Investment Advisory
New York
$141K +$30K +1,293 +27%
SWM
533
Spire Wealth Management
Virginia
$134K +$4.23K +182 +3%
EK
534
Evensky & Katz
Florida
$133K +$1.35K +58 +1%
SC
535
Stephens Consulting
Michigan
$128K +$54.5K +2,345 +75%
VA
536
Vestwell Advisors
New York
$125K – – –
CTA
537
Colonial Trust Advisors
South Carolina
$123K – – –
FRA
538
Front Row Advisors
California
$121K -$9.55K -411 -7%
NMG
539
New Millennium Group
Utah
$112K -$5.6K -241 -5%
CA
540
CoreCap Advisors
Michigan
$99.2K -$16.1K -695 -14%
Fidelity Investments
541
Fidelity Investments
Massachusetts
$98.2K -$63.8K -2,747 -40%
NRC
542
New Republic Capital
North Carolina
$95.1K – – –
TFA
543
Toth Financial Advisory
Virginia
$94.9K – – –
BWM
544
Bullock Wealth Management
Indiana
$88.8K +$32.9K +1,416 +60%
GIP
545
Granite Investment Partners
California
$88.7K – – –
RIL
546
Rothschild Investment LLC
Illinois
$87.2K – – –
AssetMark Inc
547
AssetMark Inc
California
$85.8K -$302 -13 -0.4%
WOSD
548
WFA of San Diego
California
$83.9K -$46 -2 -0.1%
BlackRock
549
BlackRock
New York
$83.2K +$2.88K +124 +4%
CA
550
Clearstead Advisors
Ohio
$79K +$418 +18 +0.5%