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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
201
REDW Wealth
New Mexico
$515K -$44.7K -1,768 -8%
CMBA
202
C.M. Bidwell & Associates
Hawaii
$504K -$32.6K -1,292 -6%
PS
203
Portfolio Solutions
Michigan
$503K -$895K -35,438 -64%
KFA
204
Kays Financial Advisory
Georgia
$485K +$488K +19,302 New
PAG
205
Private Advisor Group
New Jersey
$471K +$127K +5,022 +37%
AFS
206
Access Financial Services
Minnesota
$468K -$2.53K -100 -0.5%
MWAC
207
Mariner Wealth Advisors (Cincinnati)
Ohio
$465K +$14.1K +558 +3%
FLA
208
Financial Life Advisors
Texas
$462K
PEA
209
Pacific Edge Advisors
California
$433K +$2.53K +100 +0.6%
H
210
HoyleCohen
California
$421K +$1.77K +70 +0.4%
AF
211
Allworth Financial
California
$420K -$505 -20 -0.1%
SA
212
SRH Advisors
Kansas
$417K
OMC
213
Old Mission Capital
Illinois
$413K +$415K +16,430 New
TFA
214
Toth Financial Advisory
Virginia
$402K +$116K +4,598 +40%
FAM
215
Foothills Asset Management
Arizona
$392K -$38.2K -1,514 -9%
BJL
216
Brighton Jones LLC
Washington
$389K +$1.57K +62 +0.4%
LAIC
217
Lederer & Associates Investment Counsel
California
$381K +$2.48K +98 +0.6%
Royal Bank of Canada
218
Royal Bank of Canada
Ontario, Canada
$377K +$200K +7,900 +111%
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$376K +$61.4K +2,432 +19%
GP
220
Girard Partners
Pennsylvania
$375K +$28.5K +1,128 +8%
PWM
221
Perigon Wealth Management
California
$357K -$315K -12,484 -47%
DAS
222
Dynamic Advisor Solutions
Arizona
$338K +$14.7K +582 +5%
WWMSC
223
Wagner Wealth Management (South Carolina)
South Carolina
$333K -$79.3K -3,140 -19%
AC
224
Alley Company
Illinois
$329K +$31.2K +1,234 +10%
HCM
225
Hengehold Capital Management
Ohio
$327K -$28.4K -1,126 -8%