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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
176
HBK Sorce Advisory
Pennsylvania
$1.32M -$14.5K -542 -1%
FG
177
Fiduciary Group
Georgia
$1.32M -$1.71K -64 -0.1%
MGIA
178
Moneta Group Investment Advisors
Missouri
$1.31M +$1.3M +48,766 New
PFM
179
Phillips Financial Management
Indiana
$1.28M +$18.5K +692 +1%
RPG
180
Resource Planning Group
Georgia
$1.27M -$75.1K -2,808 -6%
CMO
181
Covenant Multifamily Offices
Texas
$1.27M -$53.2K -1,988 -4%
AACR
182
ACR Alpine Capital Research
Missouri
$1.25M +$291K +10,864 +31%
GIA
183
Gladstone Institutional Advisory
Florida
$1.23M -$217K -8,124 -15%
SWM
184
Stockman Wealth Management
Montana
$1.18M
SFS
185
Sowell Financial Services
Arkansas
$1.17M +$1.16M +43,352 New
ZF
186
Zhang Financial
Michigan
$1.11M -$157K -5,878 -12%
GCA
187
Genesee Capital Advisors
New York
$1.1M +$78.5K +2,936 +8%
EWA
188
EP Wealth Advisors
California
$1.08M +$41.2K +1,540 +4%
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$1.06M +$186K +6,972 +21%
ACA
190
Aptus Capital Advisors
Alabama
$1.05M -$1.39M -52,132 -57%
WP
191
WealthSource Partners
California
$1.03M +$211K +7,876 +26%
KM
192
Kalos Management
Georgia
$1.02M +$469K +17,520 +85%
MFGP
193
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.01M +$91.5K +3,422 +10%
RW
194
REDW Wealth
New Mexico
$1M +$335K +12,522 +51%
AIP
195
Almanack Investment Partners
Pennsylvania
$990K +$126K +4,706 +15%
SFG
196
Sage Financial Group
Pennsylvania
$976K +$2.14K +80 +0.2%
RWM
197
RBA Wealth Management
California
$975K +$85K +3,178 +10%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$974K -$180K -6,720 -16%
S
199
SignatureFD
Georgia
$969K +$45.4K +1,696 +5%
HB
200
Homrich & Berg
Georgia
$953K -$8.19K -306 -0.9%