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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAL
301
W Advisors LLC
Tennessee
$1.23M -$16.7K -712 -1%
GWM
302
GK Wealth Management
Nevada
$1.22M +$85.5K +3,640 +7%
BIG
303
Brookwood Investment Group
Arizona
$1.19M +$27.4K +1,166 +2%
MWM
304
Modera Wealth Management
New Jersey
$1.17M -$45.7K -1,946 -4%
LA
305
Latitude Advisors
Florida
$1.14M +$256K +10,916 +29%
AFP
306
Ausdal Financial Partners
Iowa
$1.13M -$54.7K -2,329 -5%
HWM
307
Hobbs Wealth Management
Indiana
$1.1M +$54.3K +2,313 +5%
MPIA
308
Milestones Private Investment Advisors
New York
$1.1M -$120K -5,113 -10%
IAS
309
Integrity Advisory Solutions
Texas
$1.08M +$234K +9,969 +27%
GWWM
310
Great Waters Wealth Management
Minnesota
$1.07M -$1.08K -46 -0.1%
BAM
311
Belpointe Asset Management
Nevada
$1.05M +$5.47K +233 +0.5%
FCA
312
Fortis Capital Advisors
Kansas
$1.05M +$5.47K +233 +0.5%
CCM
313
Crabel Capital Management
California
$1.05M +$389K +16,577 +58%
AWA
314
Arete Wealth Advisors
Illinois
$1.05M -$235K -9,996 -18%
PFA
315
Pinnacle Family Advisors
Missouri
$987K +$49.9K +2,123 +5%
SC
316
Shearwater Capital
Colorado
$977K – – –
MCCP
317
Mission Creek Capital Partners
California
$967K -$24.7K -1,051 -2%
SIAG
318
Signet Investment Advisory Group
Rhode Island
$961K +$30.1K +1,280 +3%
Koshinski Asset Management
319
Koshinski Asset Management
Illinois
$958K -$8.57K -365 -0.9%
PWM
320
Parkway Wealth Management
Texas
$949K +$954K +40,617 New
TPCW
321
TD Private Client Wealth
New York
$935K +$73K +3,109 +8%
GWA
322
Geometric Wealth Advisors
District of Columbia
$929K +$125K +5,329 +15%
Truist Financial
323
Truist Financial
North Carolina
$924K +$259K +11,044 +39%
EWA
324
EverSource Wealth Advisors
Alabama
$917K -$200K -8,531 -18%
Empower Advisory Group
325
Empower Advisory Group
Colorado
$917K – – –