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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$487K +$200K +7,806 +69%
FLA
202
Financial Life Advisors
Texas
$469K +$47.1K +1,842 +11%
WWMSC
203
Wagner Wealth Management (South Carolina)
South Carolina
$457K -$25.7K -1,004 -5%
WA
204
WBH Advisory
Maryland
$457K +$33.9K +1,326 +8%
MWAC
205
Mariner Wealth Advisors (Cincinnati)
Ohio
$452K -$139K -5,430 -23%
BFM
206
Broadview Financial Management
Wisconsin
$449K +$94.2K +3,684 +26%
FA
207
FDx Advisors
Illinois
$447K +$448K +17,508 New
PEA
208
Pacific Edge Advisors
California
$442K +$7.67K +300 +2%
CSIA
209
Charles Schwab Investment Advisory
California
$440K +$442K +17,272 New
FAM
210
Foothills Asset Management
Arizona
$437K -$10.7K -420 -2%
H
211
HoyleCohen
California
$437K +$19.2K +752 +5%
RRC
212
Relaxing Retirement Coach
Massachusetts
$430K -$635K -24,816 -60%
Deutsche Bank
213
Deutsche Bank
Germany
$423K +$425K +16,616 New
SA
214
SRH Advisors
Kansas
$407K
RCG
215
Ruggie Capital Group
Florida
$404K +$405K +15,818 New
ACA
216
Ackerman Capital Advisors
Texas
$387K +$103K +4,026 +37%
LAIC
217
Lederer & Associates Investment Counsel
California
$384K +$10.8K +424 +3%
VDI
218
Vaughan David Investments
Illinois
$380K +$381K +14,884 New
PAG
219
Private Advisor Group
New Jersey
$377K -$9.56K -374 -2%
DIA
220
Denver Investment Advisors
Colorado
$358K -$51 -2 -0%
GP
221
Girard Partners
Pennsylvania
$357K +$8.34K +326 +2%
PWM
222
Perigon Wealth Management
California
$356K -$1.94K -76 -0.5%
BFPW
223
BOK Financial Private Wealth
Colorado
$355K +$3.43K +134 +1%
RA
224
Rational Advisors
New York
$353K +$354K +13,824 New
SWP
225
Stratos Wealth Partners
Ohio
$343K -$29.5K -1,152 -8%