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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
276
Cherry Tree Wealth Management
Minnesota
$1.51M -$58.7K -2,536 -4%
CA
277
Claro Advisors
Massachusetts
$1.51M +$633K +27,368 +72%
PAG
278
Powers Advisory Group
Illinois
$1.51M +$66.6K +2,878 +5%
HWA
279
HHM Wealth Advisors
Tennessee
$1.51M +$31.4K +1,359 +2%
AR
280
Apeiron RIA
Texas
$1.5M -$1.05M -45,346 -41%
IA
281
IFG Advisory
Georgia
$1.5M +$1.5M +64,830 New
Royal Bank of Canada
282
Royal Bank of Canada
Ontario, Canada
$1.49M +$169K +7,304 +13%
GCM
283
Gambit Capital Management
Tennessee
$1.46M -$5.99K -259 -0.4%
WCM
284
WealthTrak Capital Management
Virginia
$1.46M +$124K +5,365 +9%
SFA
285
Seneca Financial Advisors
New York
$1.44M +$48.6K +2,101 +3%
LA
286
Latitude Advisors
Florida
$1.4M +$155K +6,718 +12%
MWA
287
Merkkuri Wealth Advisors
New York
$1.4M -$203K -8,764 -13%
EAM
288
Empirical Asset Management
Massachusetts
$1.39M +$79.3K +3,428 +6%
AAS
289
Ameritas Advisory Services
Nebraska
$1.39M +$1.39M +60,233 New
TCM
290
Twele Capital Management
Minnesota
$1.39M +$68.4K +2,955 +5%
CMAI
291
Capital Management Associates Inc
Minnesota
$1.39M +$14.2K +612 +1%
HWM
292
Hobbs Wealth Management
Indiana
$1.36M +$113K +4,901 +9%
SAM
293
Smartleaf Asset Management
Massachusetts
$1.36M – – –
AW
294
Avion Wealth
Texas
$1.36M – – –
LA
295
LexAurum Advisors
Kansas
$1.35M +$30.5K +1,316 +2%
SFMG
296
Sage Financial Management Group
Virginia
$1.32M +$116 +5 +0%
HF
297
HRT Financial
New York
$1.32M +$1.32M +57,160 New
CTC
298
Central Trust Company
Missouri
$1.29M – – –
JFG
299
JMG Financial Group
Illinois
$1.28M -$1.03M -44,499 -45%
OFS
300
OMC Financial Services
New York
$1.27M -$5.79K -250 -0.5%