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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
251
ProVise Management Group
Florida
$1.78M -$7.02K -300 -0.4%
NL
252
NWAM LLC
Washington
$1.77M +$483K +20,617 +37%
KJWM
253
Kiley Juergens Wealth Management
Washington
$1.75M +$242K +10,320 +16%
MCM
254
Mendel Capital Management
Arkansas
$1.73M +$1.75M +74,719 New
WA
255
WBH Advisory
Maryland
$1.68M -$1.12K -48 -0.1%
LPAM
256
Lodestar Private Asset Management
California
$1.67M +$42.9K +1,835 +3%
SPI
257
Sutton Place Investors
New York
$1.66M +$78K +3,335 +5%
AWM
258
Act Wealth Management
Texas
$1.65M +$2.97K +127 +0.2%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$1.63M +$5.94K +254 +0.4%
EFM
260
Eley Financial Management
Vermont
$1.63M +$7.54K +322 +0.5%
SAI
261
Savvy Advisors Inc
New York
$1.62M +$1.63M +69,574 New
MWA
262
Merkkuri Wealth Advisors
New York
$1.61M +$63.6K +2,718 +4%
PEA
263
Park Edge Advisors
Ohio
$1.59M -$22.3K -951 -1%
CTWM
264
Cherry Tree Wealth Management
Minnesota
$1.57M -$24.6K -1,052 -2%
BFA
265
Beacon Financial Advisory
Ohio
$1.55M +$154K +6,574 +11%
CFS
266
Coordinated Financial Services
Colorado
$1.54M +$160K +6,847 +11%
AIA
267
Aventus Investment Advisors
Florida
$1.53M -$1.22M -52,286 -44%
ISFAN
268
Investor's Fiduciary Advisor Network
Washington
$1.49M +$1.26K +54 +0.1%
EWA
269
Emergent Wealth Advisors
New York
$1.49M -$1.68M -71,978 -53%
SWM
270
SeaCrest Wealth Management
New York
$1.49M +$237K +10,115 +19%
SPL
271
Smart Portfolios LLC
Washington
$1.49M
ASN
272
Advisory Services Network
Georgia
$1.49M +$99.3K +4,245 +7%
HWA
273
HHM Wealth Advisors
Tennessee
$1.48M +$54.7K +2,338 +4%
GCM
274
Gambit Capital Management
Tennessee
$1.48M -$54.1K -2,313 -4%
SWM
275
Stockman Wealth Management
Montana
$1.48M +$11.7K +500 +0.8%