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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
351
Marcum Wealth
Ohio
$712K +$705K +30,761 New
BIA
352
Bigelow Investment Advisors
Maine
$711K -$62.5K -2,728 -8%
DLCIG
353
D.L. Carlson Investment Group
New Hampshire
$705K -$82.6K -3,604 -11%
RW
354
Ridgeline Wealth
Arizona
$705K -$119K -5,200 -15%
AWM
355
Apollon Wealth Management
South Carolina
$703K -$2.71M -118,351 -80%
CA
356
CWC Advisors
Oregon
$700K -$2.93K -128 -0.4%
SPW
357
Sonoma Private Wealth
California
$694K -$5.27K -230 -0.8%
MWP
358
Meridian Wealth Partners
Pennsylvania
$689K +$2.63K +115 +0.4%
VWA
359
Visionary Wealth Advisors
Illinois
$683K +$38K +1,661 +6%
CPIG
360
Chicago Partners Investment Group
Illinois
$671K +$9.07K +396 +1%
PAG
361
Powers Advisory Group
Illinois
$670K +$286K +12,489 +76%
AOWM
362
Alpha Omega Wealth Management
Virginia
$665K +$1.21K +53 +0.2%
Focus Partners Wealth
363
Focus Partners Wealth
Massachusetts
$653K -$81.1K -3,540 -11%
BAMG
364
Brand Asset Management Group
Missouri
$651K -$46.5K -2,028 -7%
LAIC
365
Lederer & Associates Investment Counsel
California
$646K +$756 +33 +0.1%
SA
366
Sovran Advisors
California
$627K -$30K -1,309 -5%
KLI
367
Kelman-Lazarov Inc
Tennessee
$620K +$37.9K +1,653 +7%
D
368
Dentgroup
Louisiana
$616K +$56.7K +2,475 +10%
EWA
369
EP Wealth Advisors
California
$613K -$110K -4,812 -15%
SDWMA
370
Schneider Downs Wealth Management Advisors
Pennsylvania
$604K – – –
GWM
371
GK Wealth Management
Nevada
$602K +$90.5K +3,949 +18%
AA
372
Advisory Alpha
Michigan
$595K +$106K +4,606 +22%
LCM
373
Liberty Capital Management
Michigan
$595K +$26.8K +1,168 +5%
EFG
374
Embree Financial Group
Illinois
$589K -$61.8K -2,698 -10%
PCWA
375
Pacific Capital Wealth Advisors
California
$579K – – –