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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
301
HB Wealth Management
Georgia
$1.24M -$101K -4,301 -7%
RF
302
Rossby Financial
Florida
$1.2M +$1.04M +44,611 +610%
WAL
303
W Advisors LLC
Tennessee
$1.19M -$30.3K -1,295 -2%
RWM
304
Rialto Wealth Management
New York
$1.18M -$201K -8,592 -14%
MWM
305
Modera Wealth Management
New Jersey
$1.17M
PWM
306
Parkway Wealth Management
Texas
$1.15M +$209K +8,938 +22%
AFP
307
Ausdal Financial Partners
Iowa
$1.14M +$10.3K +442 +0.9%
FF
308
Farnam Financial
Arizona
$1.1M -$321K -13,705 -22%
TPCW
309
TD Private Client Wealth
New York
$1.09M +$160K +6,823 +17%
Truist Financial
310
Truist Financial
North Carolina
$1.08M +$161K +6,874 +17%
VFIC
311
Valley Forge Investment Consultants
Pennsylvania
$1.06M +$469K +20,045 +78%
GWWM
312
Great Waters Wealth Management
Minnesota
$1.05M -$9.81K -419 -0.9%
UBS AM
313
UBS AM
Illinois
$1.05M +$1.06M +45,279 New
CCG
314
Catalina Capital Group
California
$1.02M +$114K +4,852 +12%
USCWA
315
U.S. Capital Wealth Advisors
Texas
$1.01M +$216K +9,218 +27%
WANY
316
Wealthspire Advisors (New York)
New York
$1.01M -$894K -38,209 -47%
MOS
317
MGO One Seven
Ohio
$984K +$255K +10,880 +35%
SAG
318
SageView Advisory Group
California
$983K -$3.01M -128,424 -75%
EWA
319
EverSource Wealth Advisors
Alabama
$983K +$72K +3,078 +8%
PFA
320
Pinnacle Family Advisors
Missouri
$975K -$5.36K -229 -0.5%
SC
321
Shearwater Capital
Colorado
$970K
O3W
322
Omni 360 Wealth
New Jersey
$968K +$112K +4,770 +13%
SIAG
323
Signet Investment Advisory Group
Rhode Island
$959K +$3.51K +150 +0.4%
MCCP
324
Mission Creek Capital Partners
California
$954K -$6.55K -280 -0.7%
TCA
325
Transcend Capital Advisors
New Jersey
$952K +$213K +9,101 +29%