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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
251
OMC Financial Services
New York
$1.39M
AWC
252
Adamsbrown Wealth Consultants
Kansas
$1.39M +$131K +5,586 +11%
CF
253
Centaurus Financial
California
$1.37M +$1.1M +46,912 +441%
RFN
254
RDA Financial Network
Iowa
$1.37M +$22.2K +950 +2%
AW
255
Avion Wealth
Texas
$1.34M -$57.6K -2,460 -4%
SWA
256
Stratos Wealth Advisors
Ohio
$1.32M -$2.09M -89,386 -62%
MWM
257
Modera Wealth Management
New Jersey
$1.32M +$5.15K +220 +0.4%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$1.28M -$7.49K -320 -0.6%
WAL
259
W Advisors LLC
Tennessee
$1.28M -$375 -16 -0%
TCM
260
Twele Capital Management
Minnesota
$1.24M +$21.5K +918 +2%
OFG
261
Orcam Financial Group
California
$1.24M +$4.12K +176 +0.3%
SWM
262
Stockman Wealth Management
Montana
$1.24M +$64.2K +2,740 +6%
SVWG
263
Shared Vision Wealth Group
United States
$1.24M -$6.23K -266 -0.5%
ECM
264
Exchange Capital Management
Michigan
$1.24M -$48K -2,050 -4%
BIA
265
Bigelow Investment Advisors
Maine
$1.23M -$167K -7,150 -12%
EAM
266
Empirical Asset Management
Massachusetts
$1.2M +$4.87K +208 +0.4%
CFG
267
Cooper Financial Group
California
$1.19M +$355K +15,176 +44%
GWWM
268
Great Waters Wealth Management
Minnesota
$1.17M +$15.4K +658 +1%
SAG
269
SageView Advisory Group
California
$1.15M +$1.14M +48,516 New
AWA
270
Arete Wealth Advisors
Illinois
$1.14M +$81.4K +3,478 +8%
TNA
271
True North Advisors
Texas
$1.14M -$48K -2,050 -4%
SFA
272
Seneca Financial Advisors
New York
$1.12M -$18.6K -796 -2%
BWA
273
Burt Wealth Advisors
Maryland
$1.11M
MF
274
Manchester Financial
California
$1.11M -$164K -6,992 -13%
FFA
275
Farther Finance Advisors
California
$1.1M +$95.7K +4,088 +10%