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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFGP
201
Marshall Financial Group (Pennsylvania)
Pennsylvania
$805K +$399K +15,646 +102%
APCM
202
Alaska Permanent Capital Management
Alaska
$780K +$767K +30,058 New
OMC
203
Old Mission Capital
Illinois
$755K -$8.5M -333,208 -92%
MI
204
Moneywise Inc
Virginia
$753K +$367K +14,390 +95%
BO
205
BRR OpCo
Ohio
$751K +$738K +28,938 New
LIM
206
Lathrop Investment Management
Arkansas
$750K +$20.6K +808 +3%
FNC
207
First National Corp
Massachusetts
$750K +$45.9K +1,800 +7%
WA
208
WBH Advisory
Maryland
$749K +$105K +4,132 +17%
REMPR
209
Roof Eidam Maycock Peralta (REMP)
California
$746K +$41.3K +1,620 +6%
LFS
210
Lutz Financial Services
Nebraska
$720K +$9.44K +370 +1%
DP
211
DDD Partners
Washington
$712K +$6.33K +248 +0.9%
AP
212
Appleton Partners
Massachusetts
$693K
AWM
213
Avior Wealth Management
Nebraska
$692K -$37.3K -1,462 -5%
BPA
214
Beacon Pointe Advisors
California
$670K -$19.7K -774 -3%
MML Investors Services
215
MML Investors Services
Massachusetts
$663K -$454K -17,788 -41%
AIP
216
Almanack Investment Partners
Pennsylvania
$656K -$13.1M -512,444 -95%
OC
217
Oarsman Capital
Wisconsin
$652K -$576K -22,576 -47%
W
218
Wealthquest
Ohio
$635K +$34.5K +1,352 +6%
SFG
219
StrategIQ Financial Group
Indiana
$629K +$20.4K +798 +3%
PAM
220
Peak Asset Management
Colorado
$629K +$88.6K +3,472 +17%
SS
221
Simplicity Solutions
Minnesota
$619K -$48K -1,882 -7%
FAAS
222
First Allied Advisory Services
California
$614K -$758K -29,720 -56%
ACM
223
Armbruster Capital Management
New York
$608K +$152K +5,944 +34%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$601K -$9.95K -390 -2%
CIC
225
Carnegie Investment Counsel
Ohio
$588K +$16.6K +652 +3%