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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EP Wealth Advisors
California
$697K +$413K +16,330 +146%
WF
177
WealthTrust Fairport
Ohio
$691K +$60K +2,374 +10%
AWM
178
Avior Wealth Management
Nebraska
$690K -$531K -21,028 -44%
Citigroup
179
Citigroup
New York
$686K -$22.7K -900 -3%
SFG
180
StrategIQ Financial Group
Indiana
$683K +$25.1K +994 +4%
AG
181
Appleton Group
Wisconsin
$682K +$9.25K +366 +1%
RA
182
Rational Advisors
New York
$678K +$327K +12,950 +94%
HB
183
Homrich & Berg
Georgia
$676K -$263K -10,428 -28%
PWM
184
Perigon Wealth Management
California
$676K +$322K +12,748 +91%
ACM
185
AlphaStar Capital Management
North Carolina
$657K -$1.71M -67,790 -72%
BWA
186
Burt Wealth Advisors
Maryland
$641K -$6.32K -250 -1%
FCAG
187
First Capital Advisors Group
New Jersey
$634K -$1.27M -50,084 -67%
S
188
SignatureFD
Georgia
$629K -$11.1K -440 -2%
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$622K -$2.02K -80 -0.3%
JWA
190
JFS Wealth Advisors
Pennsylvania
$607K +$123K +4,886 +26%
FAIM
191
Financial Advocates Investment Management
Washington
$601K +$66.8K +2,646 +13%
BCP
192
Blue Chip Partners
Michigan
$570K +$3.79K +150 +0.7%
RW
193
REDW Wealth
New Mexico
$563K -$19.7K -778 -3%
NIC
194
Northwest Investment Counselors
Oregon
$560K +$559K +22,116 New
QCMNJ
195
Quantum Capital Management (New Jersey)
New Jersey
$543K -$2.68K -106 -0.5%
CMBA
196
C.M. Bidwell & Associates
Hawaii
$540K -$185K -7,304 -26%
WCWM
197
Willow Creek Wealth Management
California
$540K +$5.81K +230 +1%
WA
198
WBH Advisory
Maryland
$536K +$83K +3,284 +18%
PAM
199
Peak Asset Management
Colorado
$528K -$657 -26 -0.1%
3C
200
361 Capital
Colorado
$528K +$526K +20,836 New