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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
WBH Advisory
Maryland
$1.8M +$118K +5,114 +7%
PWG
252
Portside Wealth Group
Utah
$1.79M +$9.28K +401 +0.5%
BWM
253
Blossom Wealth Management
California
$1.78M -$148K -6,404 -8%
SW
254
Simplicity Wealth
New Jersey
$1.77M +$532K +22,996 +43%
WANY
255
Wealthspire Advisors (New York)
New York
$1.77M +$760K +32,845 +75%
LPAM
256
Lodestar Private Asset Management
California
$1.76M +$96.7K +4,178 +6%
EFM
257
Eley Financial Management
Vermont
$1.76M +$136K +5,885 +8%
NB
258
NBT Bank
New York
$1.76M -$17K -735 -1%
BIG
259
Brookwood Investment Group
Arizona
$1.75M -$291K -12,564 -14%
PMG
260
ProVise Management Group
Florida
$1.74M -$28K -1,212 -2%
MCM
261
Mendel Capital Management
Arkansas
$1.72M -$6.04K -261 -0.3%
AWM
262
Act Wealth Management
Texas
$1.68M +$40.5K +1,751 +2%
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$1.68M +$53.5K +2,312 +3%
VAG
264
VisionPoint Advisory Group
Texas
$1.67M +$1.67M +72,265 New
NL
265
NWAM LLC
Washington
$1.67M -$96.6K -4,173 -5%
PEA
266
Park Edge Advisors
Ohio
$1.67M +$82.4K +3,561 +5%
SPI
267
Sutton Place Investors
New York
$1.67M +$14.6K +633 +0.9%
MCA
268
MSH Capital Advisors
Arizona
$1.66M +$217K +9,357 +15%
BFA
269
Beacon Financial Advisory
Ohio
$1.65M +$105K +4,553 +7%
FWP
270
Firethorn Wealth Partners
Georgia
$1.63M -$356K -15,385 -18%
SVWG
271
Shared Vision Wealth Group
United States
$1.55M +$307K +13,274 +25%
PA
272
Parallel Advisors
California
$1.55M +$1.03M +44,605 +199%
AA
273
Ancora Advisors
Ohio
$1.54M -$397K -17,154 -21%
CA
274
Claro Advisors
Massachusetts
$1.51M +$633K +27,368 +72%
PAG
275
Powers Advisory Group
Illinois
$1.51M +$66.6K +2,878 +5%