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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MI
176
Moneywise Inc
Virginia
$821K +$40.2K +1,542 +5%
AIP
177
Almanack Investment Partners
Pennsylvania
$816K +$817K +31,312 New
CFD
178
Creative Financial Designs
Indiana
$801K -$164K -6,284 -17%
MAS
179
Managed Account Services
Florida
$785K +$92K +3,526 +13%
WIC
180
Whitegate Investment Counselors
New Hampshire
$779K -$9.29K -356 -1%
HCM
181
Hengehold Capital Management
Ohio
$759K -$6.11K -234 -0.8%
RFA
182
Reilly Financial Advisors
California
$759K +$761K +29,166 New
PP
183
PrairieView Partners
Minnesota
$726K +$728K +27,900 New
LJAC
184
L.J. Altfest & Co
New York
$705K +$707K +27,106 New
CIAS
185
Capital Investment Advisory Services
North Carolina
$687K -$74.3K -2,846 -10%
SFG
186
StrategIQ Financial Group
Indiana
$673K -$3.34K -128 -0.5%
ACM
187
Armbruster Capital Management
New York
$672K +$114K +4,354 +20%
Citigroup
188
Citigroup
New York
$671K -$3.91K -150 -0.6%
BWA
189
Burt Wealth Advisors
Maryland
$662K +$7.46K +286 +1%
AG
190
Appleton Group
Wisconsin
$662K +$187K +7,154 +39%
NCMW
191
Northern Capital Management (Wisconsin)
Wisconsin
$654K +$43K +1,650 +7%
HWM
192
Highwater Wealth Management
Colorado
$628K -$123K -4,726 -16%
PFM
193
Peak Financial Management
Massachusetts
$627K +$203K +7,800 +48%
RJA
194
Raymond James & Associates
Florida
$620K +$138K +5,284 +29%
PAM
195
Peak Asset Management
Colorado
$614K -$14.6K -560 -2%
MWAC
196
Mariner Wealth Advisors (Cincinnati)
Ohio
$603K +$86.9K +3,332 +17%
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$596K +$373K +14,312 +167%
CMBA
198
C.M. Bidwell & Associates
Hawaii
$587K +$589K +22,568 New
QCMNJ
199
Quantum Capital Management (New Jersey)
New Jersey
$522K -$28.4K -1,090 -5%
AF
200
Allworth Financial
California
$512K +$52.3K +2,006 +11%