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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
401
Oarsman Capital
Wisconsin
$210K -$2.58K -94 -1%
MWM
402
Modera Wealth Management
New Jersey
$210K +$212K +7,726 New
VA
403
Valmark Advisers
Ohio
$210K +$212K +7,732 New
IWM
404
IHT Wealth Management
Illinois
$209K -$239K -8,702 -53%
CCA
405
Clearwater Capital Advisors
Illinois
$207K -$55.6K -2,028 -21%
SS
406
Simplicity Solutions
Minnesota
$204K -$548 -20 -0.3%
RC
407
Rinet Company
Massachusetts
$204K +$55 +2 +0%
PCMC
408
Private Capital Management (Colorado)
Colorado
$201K +$439 +16 +0.2%
OIA
409
Optimum Investment Advisors
Illinois
$194K +$32.6K +1,188 +20%
FRA
410
Front Row Advisors
California
$158K
AF
411
Allworth Financial
California
$156K +$768 +28 +0.5%
Fidelity Investments
412
Fidelity Investments
Massachusetts
$151K +$63.9K +2,332 +72%
VNA
413
Valley National Advisers
Pennsylvania
$140K -$1.59K -58 -1%
LB
414
Legacy Bridge
Iowa
$139K
BCM
415
Blume Capital Management
California
$137K
CWM
416
Cedar Wealth Management
California
$129K +$12.3K +450 +10%
VCM
417
Versant Capital Management
Arizona
$128K -$13.4K -490 -9%
BC
418
Burleson & Co
California
$127K -$15.1K -552 -11%
WOSD
419
WFA of San Diego
California
$120K +$122K +4,432 New
CAAS
420
Capital Asset Advisory Services
Michigan
$119K
US Bancorp
421
US Bancorp
Minnesota
$112K +$14.8K +540 +15%
BAM
422
Belpointe Asset Management
Nevada
$112K +$113K +4,122 New
GIP
423
Granite Investment Partners
California
$111K
BW
424
Bison Wealth
Georgia
$108K
RPCA
425
Running Point Capital Advisors
California
$108K