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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
226
Atria Investments
North Carolina
$1.96M -$568K -24,433 -23%
BL
227
BCWM LLC
Kansas
$1.96M +$241K +10,362 +14%
Natixis Advisors
228
Natixis Advisors
Massachusetts
$1.91M +$82K +3,529 +5%
GWP
229
Gen-Wealth Partners
Michigan
$1.86M +$100K +4,325 +6%
CFA
230
Cahill Financial Advisors
Minnesota
$1.85M +$998K +42,953 +119%
NB
231
NBT Bank
New York
$1.81M -$3.04K -131 -0.2%
PMG
232
ProVise Management Group
Florida
$1.78M +$14.4K +621 +0.8%
CTWM
233
Cherry Tree Wealth Management
Minnesota
$1.76M +$35.3K +1,521 +2%
KAS
234
Kestra Advisory Services
Texas
$1.73M -$194K -8,347 -10%
IA
235
IFG Advisory
Georgia
$1.72M +$212K +9,118 +14%
SPI
236
Sutton Place Investors
New York
$1.71M -$13.9K -599 -0.8%
WA
237
WBH Advisory
Maryland
$1.71M +$123K +5,294 +8%
CAG
238
Csenge Advisory Group
Florida
$1.7M +$134K +5,787 +9%
AWM
239
Act Wealth Management
Texas
$1.68M -$424K -18,240 -20%
AWC
240
Adamsbrown Wealth Consultants
Kansas
$1.67M +$177K +7,609 +12%
AWA
241
Alaska Wealth Advisors
Alaska
$1.65M +$152K +6,529 +10%
PAG
242
Powers Advisory Group
Illinois
$1.65M +$883K +38,026 +118%
MCM
243
Mendel Capital Management
Arkansas
$1.65M +$121K +5,194 +8%
LPAM
244
Lodestar Private Asset Management
California
$1.63M +$2.37K +102 +0.1%
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$1.56M -$247K -10,625 -14%
EFM
246
Eley Financial Management
Vermont
$1.56M -$131K -5,636 -8%
ASN
247
Advisory Services Network
Georgia
$1.55M +$55K +2,369 +4%
PEA
248
Park Edge Advisors
Ohio
$1.53M +$286K +12,314 +23%
MWM
249
Mission Wealth Management
California
$1.5M +$1.49M +64,006 New
SPL
250
Smart Portfolios LLC
Washington
$1.5M -$6.5K -280 -0.4%