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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPWA
301
Beacon Pointe Wealth Advisors
California
$259K +$255K +9,818 New
RWM
302
Ritholtz Wealth Management
New York
$258K -$54.9K -2,110 -18%
UB
303
UMB Bank
Missouri
$257K
BCM
304
Bienville Capital Management
New York
$256K
LWAC
305
Laurel Wealth Advisors (California)
California
$249K +$13.3K +512 +6%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$249K +$174K +6,684 +248%
MAS
307
Managed Account Services
Florida
$247K -$37.6K -1,446 -13%
WP
308
WealthShield Partners
North Carolina
$243K -$53.7K -2,066 -18%
FCIM
309
Fairview Capital Investment Management
California
$243K
OCG
310
Opus Capital Group
Ohio
$242K +$11.8K +452 +5%
PA
311
Pinnacle Associates
New York
$239K -$3.75K -144 -2%
RCC
312
Red Cedar Capital
Nebraska
$236K +$1.72K +66 +0.7%
BPB
313
Badgley, Phelps & Bell
Washington
$234K
AFP
314
Ausdal Financial Partners
Iowa
$227K +$223K +8,570 New
LSAG
315
Lake Street Advisors Group
New Hampshire
$226K +$1.67K +64 +0.8%
LFG
316
Larson Financial Group
Missouri
$225K +$29.5K +1,134 +15%
NGA
317
Naples Global Advisors
Florida
$223K +$219K +8,430 New
ODCM
318
Old Dominion Capital Management
Virginia
$222K
JCM
319
Jacobsen Capital Management
Utah
$222K +$219K +8,402 New
AWA
320
Acorn Wealth Advisors
Michigan
$220K +$884 +34 +0.4%
ASN
321
Advisory Services Network
Georgia
$217K -$20.7K -794 -9%
GRP
322
Global Retirement Partners
California
$215K +$66.1K +2,542 +46%
WCM
323
Weik Capital Management
Pennsylvania
$213K -$52.8K -2,030 -20%
REMPR
324
Roof Eidam Maycock Peralta (REMP)
California
$212K -$540K -20,760 -72%
BCM
325
Blume Capital Management
California
$208K