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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
BCS Wealth Management
Tennessee
$1.25M -$98.2K -4,245 -7%
VT
302
Vise Technologies
New York
$1.25M +$762K +32,923 +155%
SWM
303
Stockman Wealth Management
Montana
$1.24M -$229K -9,895 -16%
AFP
304
Ausdal Financial Partners
Iowa
$1.23M +$100K +4,333 +9%
RF
305
Rossby Financial
Florida
$1.23M +$26.7K +1,154 +2%
CSPIA
306
Cary Street Partners Investment Advisory
Virginia
$1.23M +$830K +35,850 +208%
LHEI
307
Leo H. Evart Inc
California
$1.22M -$8.84K -382 -0.7%
TCA
308
Transcend Capital Advisors
New Jersey
$1.21M +$262K +11,307 +28%
GWM
309
GK Wealth Management
Nevada
$1.2M +$1.2M +51,837 New
WAL
310
W Advisors LLC
Tennessee
$1.2M +$12.7K +550 +1%
AAP
311
Arax Advisory Partners
Colorado
$1.2M +$984K +42,508 +464%
MI
312
Moneywise Inc
Virginia
$1.18M +$407K +17,589 +52%
IRP
313
Investment Research Partners
Pennsylvania
$1.18M +$266K +11,486 +29%
AIP
314
Avail Investment Partners
Pennsylvania
$1.17M +$262K +11,316 +29%
CCM
315
Crabel Capital Management
California
$1.17M +$1.17M +50,447 New
MWM
316
Modera Wealth Management
New Jersey
$1.16M
HWM
317
HB Wealth Management
Georgia
$1.16M -$72.1K -3,114 -6%
EWA
318
Emergent Wealth Advisors
New York
$1.15M -$334K -14,418 -22%
Truist Financial
319
Truist Financial
North Carolina
$1.1M +$22.9K +989 +2%
MOS
320
MGO One Seven
Ohio
$1.08M +$98.5K +4,258 +10%
LWMT
321
Legacy Wealth Management (Tennessee)
Tennessee
$1.07M +$129K +5,575 +14%
SHJ
322
Sharkey, Howes & Javer
Colorado
$1.06M +$237K +10,229 +29%
GWWM
323
Great Waters Wealth Management
Minnesota
$1.04M -$12.9K -558 -1%
O3W
324
Omni 360 Wealth
New Jersey
$1.03M +$66.5K +2,873 +7%
PFA
325
Pinnacle Family Advisors
Missouri
$1.02M +$46.3K +2,003 +5%