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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
376
Prudential Financial
New Jersey
$204K +$205K +7,272 New
Stifel Financial
377
Stifel Financial
Missouri
$203K +$204K +7,248 New
TC
378
Truvestments Capital
Florida
$202K +$1.19K +42 +0.6%
OCG
379
Opus Capital Group
Ohio
$200K
ACA
380
Aptus Capital Advisors
Alabama
$194K -$4.51K -160 -2%
PWMG
381
Prestige Wealth Management Group
New Jersey
$177K
Fidelity Investments
382
Fidelity Investments
Massachusetts
$171K +$89.6K +3,176 +108%
BCM
383
Blume Capital Management
California
$169K
FWM
384
Filbrandt Wealth Management
Wisconsin
$166K +$36.1K +1,280 +28%
FRA
385
Front Row Advisors
California
$164K
BAM
386
Belpointe Asset Management
Nevada
$155K +$13.7K +486 +10%
VNA
387
Valley National Advisers
Pennsylvania
$146K -$5.13K -182 -3%
SPIA
388
Steward Partners Investment Advisory
New York
$145K +$66.1K +2,344 +82%
LB
389
Legacy Bridge
Iowa
$144K
OIA
390
Optimum Investment Advisors
Illinois
$142K +$80.7K +2,860 +131%
BW
391
Bison Wealth
Georgia
$118K
HS
392
Horan Securities
United States
$116K -$36.6K -1,296 -24%
GIP
393
Granite Investment Partners
California
$115K
CIAS
394
CBIZ Investment Advisory Services
Ohio
$112K
TAM
395
Townsend Asset Management
North Carolina
$111K +$451 +16 +0.4%
CAL
396
Capital Analysts LLC
Pennsylvania
$110K -$6.77K -240 -6%
HWA
397
Heritage Wealth Advisors
Virginia
$110K -$5.64K -200 -5%
Wells Fargo
398
Wells Fargo
California
$108K -$41.2K -1,462 -27%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$107K
CF
400
Centaurus Financial
California
$104K -$18.7K -662 -15%