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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
426
Meridian Wealth Partners
Pennsylvania
$387K -$294K -12,651 -43%
FA
427
Fermata Advisors
California
$381K – – –
LSA
428
Lansing Street Advisors
Pennsylvania
$376K -$7.85K -338 -2%
CA
429
Claro Advisors
Massachusetts
$369K -$42.1K -1,814 -10%
BCWM
430
Bartlett & Co Wealth Management
Ohio
$367K -$142K -6,115 -28%
SPWG
431
Syntegra Private Wealth Group
Missouri
$366K -$1.56K -67 -0.4%
WFS
432
Walker Financial Services
Kentucky
$365K -$38.2K -1,644 -10%
PWG
433
Portside Wealth Group
Utah
$362K -$1.53K -66 -0.4%
AIMC
434
Alley Investment Management Company
Illinois
$361K +$11.3K +485 +3%
PIWA
435
Prevail Innovative Wealth Advisors
Kansas
$357K +$29.9K +1,288 +9%
OPWM
436
Oregon Pacific Wealth Management
Oregon
$354K -$35.2K -1,514 -9%
CFG
437
Cooper Financial Group
California
$352K -$65K -2,800 -16%
KWM
438
Kingsview Wealth Management
Oregon
$349K -$81.4K -3,504 -19%
NCM
439
Northwest Capital Management
Oregon
$349K -$822K -35,365 -70%
SL
440
SWMG LLC
Texas
$346K -$28.4K -1,223 -8%
LEA
441
Legacy Edge Advisors
New York
$345K – – –
NA
442
Note Advisors
New York
$344K -$9.78K -421 -3%
NG
443
Novem Group
New York
$343K -$6.2K -267 -2%
GSEP
444
Golden State Equity Partners
California
$341K – – –
MHB
445
Midwest Heritage Bank
Iowa
$341K +$372 +16 +0.1%
PCS
446
Private Client Services
Kentucky
$341K -$941K -40,495 -74%
BRWA
447
B. Riley Wealth Advisors
Florida
$340K +$30.3K +1,306 +10%
JWBC
448
J.W. Burns & Co
New York
$329K – – –
TIAA Trust, National Association
449
TIAA Trust, National Association
North Carolina
$328K -$4.39K -189 -1%
MWA
450
MN Wealth Advisors
Kansas
$326K +$5.69K +245 +2%