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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
226
Livet Wealth
Utah
$2.29M +$2.3M +98,155 New
OFS
227
Oldfather Financial Services
Nebraska
$2.27M -$2.44K -104 -0.1%
BA
228
Ballast Advisors
Minnesota
$2.27M +$44.9K +1,914 +2%
BSB
229
Bangor Savings Bank
Maine
$2.25M -$116K -4,950 -5%
CIC
230
Carnegie Investment Counsel
Ohio
$2.24M +$996K +42,422 +80%
BCI
231
Brinker Capital Investments
Pennsylvania
$2.23M +$147K +6,253 +7%
SIA
232
Serenity Investment Advisors
Illinois
$2.23M +$2.23M +95,180 New
VFPW
233
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.15M +$5.19K +221 +0.2%
RFN
234
RDA Financial Network
Iowa
$2.12M +$48K +2,043 +2%
DWM
235
Diversify Wealth Management
Utah
$2.11M -$32.4K -1,380 -2%
VCP
236
Verus Capital Partners
Arizona
$2.1M +$3.5K +149 +0.2%
AWE
237
Avidian Wealth Enterprises
Texas
$2.06M -$498K -21,194 -19%
BIG
238
Bush Investment Group
Georgia
$2.03M -$26.2K -1,116 -1%
SWA
239
Sightline Wealth Advisors
Connecticut
$2.03M +$17.3K +737 +0.9%
BL
240
BCWM LLC
Kansas
$2.03M +$75.4K +3,213 +4%
Natixis Advisors
241
Natixis Advisors
Massachusetts
$2.02M +$122K +5,187 +6%
SIM
242
Sterling Investment Management
Arizona
$2.01M +$524K +22,314 +35%
RPGK
243
Retirement Planning Group (Kansas)
Kansas
$1.99M -$151K -6,446 -7%
FWP
244
Firethorn Wealth Partners
Georgia
$1.99M -$185K -7,894 -8%
AA
245
Ancora Advisors
Ohio
$1.99M -$436K -18,562 -18%
DCM
246
Dorato Capital Management
Colorado
$1.97M +$1.97M +83,801 New
AWA
247
Alaska Wealth Advisors
Alaska
$1.96M +$318K +13,539 +19%
WANY
248
Wealthspire Advisors (New York)
New York
$1.91M -$212K -9,028 -10%
MCA
249
Midwest Capital Advisors
Michigan
$1.88M +$1.36M +58,073 +259%
BWM
250
Blossom Wealth Management
California
$1.88M -$105K -4,476 -5%