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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
301
Graves Light Lenhart Wealth
Virginia
$1.27M -$4.21K -182 -0.3%
PWM
302
Parkway Wealth Management
Texas
$1.26M +$112K +4,830 +10%
VFIC
303
Valley Forge Investment Consultants
Pennsylvania
$1.26M +$195K +8,417 +18%
BWM
304
BCS Wealth Management
Tennessee
$1.25M -$98.2K -4,245 -7%
VT
305
Vise Technologies
New York
$1.25M +$762K +32,923 +155%
SWM
306
Stockman Wealth Management
Montana
$1.24M -$229K -9,895 -16%
AFP
307
Ausdal Financial Partners
Iowa
$1.23M +$100K +4,333 +9%
RF
308
Rossby Financial
Florida
$1.23M +$26.7K +1,154 +2%
CSPIA
309
Cary Street Partners Investment Advisory
Virginia
$1.23M +$830K +35,850 +208%
LHEI
310
Leo H. Evart Inc
California
$1.22M -$8.84K -382 -0.7%
TCA
311
Transcend Capital Advisors
New Jersey
$1.21M +$262K +11,307 +28%
GWM
312
GK Wealth Management
Nevada
$1.2M +$1.2M +51,837 New
WAL
313
W Advisors LLC
Tennessee
$1.2M +$12.7K +550 +1%
AAP
314
Arax Advisory Partners
Colorado
$1.2M +$984K +42,508 +464%
MI
315
Moneywise Inc
Virginia
$1.18M +$407K +17,589 +52%
IRP
316
Investment Research Partners
Pennsylvania
$1.18M +$266K +11,486 +29%
AIP
317
Avail Investment Partners
Pennsylvania
$1.17M +$262K +11,316 +29%
CCM
318
Crabel Capital Management
California
$1.17M +$1.17M +50,447 New
MWM
319
Modera Wealth Management
New Jersey
$1.16M – – –
HWM
320
HB Wealth Management
Georgia
$1.16M -$72.1K -3,114 -6%
EWA
321
Emergent Wealth Advisors
New York
$1.15M -$334K -14,418 -22%
Truist Financial
322
Truist Financial
North Carolina
$1.1M +$22.9K +989 +2%
MOS
323
MGO One Seven
Ohio
$1.08M +$98.5K +4,258 +10%
LWMT
324
Legacy Wealth Management (Tennessee)
Tennessee
$1.07M +$129K +5,575 +14%
SHJ
325
Sharkey, Howes & Javer
Colorado
$1.06M +$237K +10,229 +29%