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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AACR
201
ACR Alpine Capital Research
Missouri
$782K -$64.7K -2,592 -8%
FWM
202
Focused Wealth Management
New York
$764K +$586K +23,476 +349%
FAIM
203
Financial Advocates Investment Management
Washington
$726K +$50.8K +2,036 +8%
AWM
204
Avior Wealth Management
Nebraska
$712K +$14.5K +582 +2%
BFM
205
Broadview Financial Management
Wisconsin
$711K +$20.4K +818 +3%
LIM
206
Lathrop Investment Management
Arkansas
$711K +$702K +28,106 New
DW
207
Domani Wealth
Pennsylvania
$695K -$1.5M -60,194 -69%
LFS
208
Lutz Financial Services
Nebraska
$693K +$684K +27,400 New
DP
209
DDD Partners
Washington
$688K +$51.2K +2,050 +8%
REMPR
210
Roof Eidam Maycock Peralta (REMP)
California
$687K -$40.5K -1,620 -6%
HCM
211
Hengehold Capital Management
Ohio
$686K +$351K +14,076 +108%
FNC
212
First National Corp
Massachusetts
$685K +$677K +27,098 New
AP
213
Appleton Partners
Massachusetts
$676K +$667K +26,726 New
BPA
214
Beacon Pointe Advisors
California
$673K +$662K +26,520 New
SAM
215
Summit Asset Management
Tennessee
$668K -$9.21M -368,876 -93%
BWA
216
Burt Wealth Advisors
Maryland
$663K +$2.9K +116 +0.4%
SS
217
Simplicity Solutions
Minnesota
$652K -$481K -19,260 -43%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$647K -$56.5K -2,264 -8%
WA
219
WBH Advisory
Maryland
$626K +$18K +720 +3%
CFD
220
Creative Financial Designs
Indiana
$616K -$235K -9,406 -28%
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$596K +$589K +23,578 New
SFG
222
StrategIQ Financial Group
Indiana
$593K -$10.4K -418 -2%
W
223
Wealthquest
Ohio
$585K +$578K +23,130 New
BCP
224
Blue Chip Partners
Michigan
$579K +$5.34K +214 +0.9%
CFGS
225
Concourse Financial Group Securities
Alabama
$579K +$572K +22,918 New