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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
551
Whelan Financial
California
$216K +$1.33K +57 +0.6%
AAP
552
Arax Advisory Partners
Colorado
$213K +$23.5K +1,006 +12%
SA
553
SRH Advisors
Kansas
$211K – – –
CIA
554
Concurrent Investment Advisors
Florida
$208K -$4.94K -211 -2%
PFBT
555
Parkside Financial Bank & Trust
Missouri
$207K +$1.45K +62 +0.7%
AA
556
Alesco Advisors
New York
$207K -$77.2K -3,300 -27%
TWM
557
Trinity Wealth Management
Pennsylvania
$205K +$206K +8,808 New
IA
558
Inspire Advisors
Idaho
$204K +$3.6K +154 +2%
AFG
559
Atomi Financial Group
New York
$203K +$204K +8,732 New
BMCM
560
Burns Matteson Capital Management
New York
$200K -$936 -40 -0.5%
BCWM
561
Bartlett & Co Wealth Management
Ohio
$194K -$8.8K -376 -4%
EA
562
Evolution Advisers
Virginia
$177K -$27.5K -1,174 -13%
MFP
563
Meramec Financial Planners
Missouri
$176K -$35.6K -1,523 -17%
IRC
564
Investors Research Corp
Georgia
$165K – – –
GWANC
565
Guardian Wealth Advisors (North Carolina)
North Carolina
$163K +$164K +7,026 New
DCM
566
Davis Capital Management
Florida
$161K +$9.48K +405 +6%
VNA
567
Valley National Advisers
Pennsylvania
$160K – – –
AWA
568
Acumen Wealth Advisors
Tennessee
$158K – – –
PWA
569
Principia Wealth Advisory
Texas
$153K -$165K -7,045 -52%
SPIA
570
Steward Partners Investment Advisory
New York
$143K +$4.14K +177 +3%
SWM
571
Spire Wealth Management
Virginia
$135K +$6.79K +290 +5%
IAIM
572
International Assets Investment Management
Florida
$135K – – –
Citigroup
573
Citigroup
New York
$134K +$96.8K +4,135 +255%
EK
574
Evensky & Katz
Florida
$132K +$913 +39 +0.7%
CTA
575
Colonial Trust Advisors
South Carolina
$122K – – –