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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Act Wealth Management
Texas
$1.89M +$65.7K +2,845 +4%
LPAM
227
Lodestar Private Asset Management
California
$1.89M -$222K -9,627 -10%
SB
228
Strategic Blueprint
Georgia
$1.87M +$59.3K +2,566 +3%
GWP
229
Gen-Wealth Partners
Michigan
$1.86M -$1.71M -74,157 -48%
BIG
230
Bush Investment Group
Georgia
$1.85M +$110K +4,755 +6%
NB
231
NBT Bank
New York
$1.84M -$18.3K -790 -1%
UF
232
Univest Financial
Pennsylvania
$1.78M +$1.52M +65,988 +529%
PMG
233
ProVise Management Group
Florida
$1.74M -$207K -8,965 -10%
Lido Advisors
234
Lido Advisors
California
$1.73M +$802K +34,734 +83%
BL
235
BCWM LLC
Kansas
$1.72M +$1.75M +75,697 New
RIA
236
Regal Investment Advisors
Michigan
$1.72M +$348K +15,071 +25%
CTWM
237
Cherry Tree Wealth Management
Minnesota
$1.71M -$1.76K -76 -0.1%
LIM
238
Lathrop Investment Management
Arkansas
$1.7M +$236K +10,200 +16%
RFG
239
Range Financial Group
Oregon
$1.69M +$1.72M +74,273 New
SWM
240
SeaCrest Wealth Management
New York
$1.68M -$100K -4,342 -6%
NL
241
NWAM LLC
Washington
$1.68M -$116K -5,001 -6%
HWA
242
HHM Wealth Advisors
Tennessee
$1.67M +$9.17K +397 +0.5%
EFM
243
Eley Financial Management
Vermont
$1.67M +$98.1K +4,247 +6%
WA
244
WBH Advisory
Maryland
$1.66M -$57.3K -2,479 -3%
LA
245
LVW Advisors
New York
$1.66M +$209K +9,027 +14%
AI
246
Atria Investments
North Carolina
$1.64M -$1.21M -52,193 -42%
Natixis Advisors
247
Natixis Advisors
Massachusetts
$1.64M +$188K +8,148 +13%
CMBA
248
C.M. Bidwell & Associates
Hawaii
$1.63M +$58.4K +2,527 +4%
RTL
249
Red Tortoise LLC
Georgia
$1.6M +$118K +5,091 +8%
CF
250
Corrigan Financial
Rhode Island
$1.52M -$1.2K -52 -0.1%