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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Modera Wealth Management
New Jersey
$1.26M +$118K +5,192 +10%
Koshinski Asset Management
252
Koshinski Asset Management
Illinois
$1.24M -$127K -5,620 -9%
FIA
253
Foundations Investment Advisors
Arizona
$1.24M +$458K +20,230 +59%
VPP
254
Vertex Planning Partners
Illinois
$1.23M -$27.2K -1,202 -2%
ECM
255
Exchange Capital Management
Michigan
$1.23M -$75.5K -3,330 -6%
PCIA
256
Prime Capital Investment Advisors
Kansas
$1.23M -$1.49M -65,928 -55%
MF
257
Manchester Financial
California
$1.23M -$45.8K -2,020 -4%
WAL
258
W Advisors LLC
Tennessee
$1.23M +$53.1K +2,344 +5%
CCFM
259
Clear Creek Financial Management
Washington
$1.22M -$54.7K -2,412 -4%
AWC
260
Adamsbrown Wealth Consultants
Kansas
$1.2M -$125K -5,494 -9%
SVWG
261
Shared Vision Wealth Group
United States
$1.19M +$502K +22,168 +73%
OFG
262
Orcam Financial Group
California
$1.19M -$18.9K -832 -2%
TCM
263
Twele Capital Management
Minnesota
$1.17M +$31.5K +1,388 +3%
BCWM
264
Bartlett & Co Wealth Management
Ohio
$1.15M -$1.02M -45,212 -47%
EAM
265
Empirical Asset Management
Massachusetts
$1.15M +$378K +16,684 +50%
TNA
266
True North Advisors
Texas
$1.14M -$23.5K -1,036 -2%
DWM
267
Diversify Wealth Management
Utah
$1.13M +$1.09M +48,142 New
SWM
268
Stockman Wealth Management
Montana
$1.13M +$161K +7,090 +17%
GWWM
269
Great Waters Wealth Management
Minnesota
$1.11M -$30.6K -1,348 -3%
SFA
270
Seneca Financial Advisors
New York
$1.1M -$1.75M -77,042 -62%
BWA
271
Burt Wealth Advisors
Maryland
$1.07M
PAG
272
Private Advisor Group
New Jersey
$1.06M -$1.27K -56 -0.1%
CFS
273
Coordinated Financial Services
Colorado
$1.06M +$25K +1,102 +2%
Lido Advisors
274
Lido Advisors
California
$1.06M -$86.4K -3,814 -8%
VWA
275
VERITY Wealth Advisors
United States
$1.04M +$16.3K +718 +2%