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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
201
Broadview Financial Management
Wisconsin
$516K +$70.5K +2,792 +16%
FA
202
FDx Advisors
Illinois
$505K +$61.1K +2,420 +14%
AFS
203
Access Financial Services
Minnesota
$474K -$125K -4,934 -21%
FLA
204
Financial Life Advisors
Texas
$466K
MWAC
205
Mariner Wealth Advisors (Cincinnati)
Ohio
$455K +$5.71K +226 +1%
PEA
206
Pacific Edge Advisors
California
$434K -$5.05K -200 -1%
FAM
207
Foothills Asset Management
Arizona
$433K
OPA
208
Old Port Advisors
Maine
$432K +$431K +17,074 New
AF
209
Allworth Financial
California
$423K -$97.2K -3,846 -19%
H
210
HoyleCohen
California
$423K -$11K -434 -3%
SA
211
SRH Advisors
Kansas
$421K +$16.8K +666 +4%
WWMSC
212
Wagner Wealth Management (South Carolina)
South Carolina
$415K -$38.6K -1,526 -9%
Deutsche Bank
213
Deutsche Bank
Germany
$411K -$9.2K -364 -2%
PAG
214
Pinnacle Advisory Group
Maryland
$393K -$235K -9,302 -37%
BJL
215
Brighton Jones LLC
Washington
$391K +$133K +5,276 +52%
LAIC
216
Lederer & Associates Investment Counsel
California
$382K +$859 +34 +0.2%
WCM
217
Weik Capital Management
Pennsylvania
$369K +$369K +14,600 New
Bank of New York Mellon
218
Bank of New York Mellon
New York
$362K +$361K +14,286 New
HCM
219
Hengehold Capital Management
Ohio
$359K -$166K -6,584 -32%
SBH
220
Segall Bryant & Hamill
Illinois
$355K +$354K +14,024 New
GP
221
Girard Partners
Pennsylvania
$350K -$3.64K -144 -1%
PA
222
Pinnacle Associates
New York
$350K +$20.2K +800 +6%
PAG
223
Private Advisor Group
New Jersey
$347K -$25.8K -1,020 -7%
Stifel Financial
224
Stifel Financial
Missouri
$341K +$340K +13,460 New
FM
225
Foster & Motley
Ohio
$339K +$11.4K +450 +3%