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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
251
Econ Financial Services
Pennsylvania
$1.22M -$389K -16,898 -24%
OFG
252
Orcam Financial Group
California
$1.22M -$94.6K -4,116 -7%
BC
253
Bowman & Company
Wisconsin
$1.22M +$16.6K +724 +1%
Natixis Advisors
254
Natixis Advisors
Massachusetts
$1.21M +$43.8K +1,904 +4%
LIM
255
Lathrop Investment Management
Arkansas
$1.19M -$18.9K -824 -2%
WAL
256
W Advisors LLC
Tennessee
$1.18M -$736 -32 -0.1%
TNA
257
True North Advisors
Texas
$1.17M +$452K +19,666 +63%
Lido Advisors
258
Lido Advisors
California
$1.15M -$815K -35,432 -41%
MWM
259
Modera Wealth Management
New Jersey
$1.15M +$37K +1,608 +3%
TCM
260
Twele Capital Management
Minnesota
$1.15M +$73.5K +3,198 +7%
GWWM
261
Great Waters Wealth Management
Minnesota
$1.15M +$48.5K +2,110 +4%
FW
262
FirstPurpose Wealth
Utah
$1.11M -$137K -5,978 -11%
TC
263
TownSquare Capital
Utah
$1.11M +$1.11M +48,088 New
VWA
264
Visionary Wealth Advisors
Illinois
$1.1M -$59.6K -2,594 -5%
FFA
265
Farther Finance Advisors
California
$1.1M -$406K -17,646 -27%
AACR
266
ACR Alpine Capital Research
Missouri
$1.09M +$162K +7,064 +17%
BWA
267
Burt Wealth Advisors
Maryland
$1.08M +$5.89K +256 +0.5%
PAG
268
Private Advisor Group
New Jersey
$1.08M -$103K -4,460 -9%
DLCIG
269
D.L. Carlson Investment Group
New Hampshire
$1.06M -$65.5K -2,850 -6%
CFS
270
Coordinated Financial Services
Colorado
$1.05M +$1.05M +45,500 New
WFC
271
Western Financial Corp
California
$1.05M -$201K -8,756 -16%
GWM
272
Geneos Wealth Management
Colorado
$1.04M -$106K -4,610 -9%
VWA
273
VERITY Wealth Advisors
United States
$1.04M +$6.16K +268 +0.6%
RPSA
274
Richard P. Slaughter Associates
Texas
$1.03M +$315K +13,680 +44%
ASN
275
Advisory Services Network
Georgia
$1.03M +$376K +16,368 +58%