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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
501
Corient Private Wealth
Florida
$235K +$10K +434 +4%
AFG
502
Atomi Financial Group
New York
$234K +$238K +10,293 New
MCM
503
Maple Capital Management
Vermont
$231K -$2.54K -110 -1%
CFS
504
Cannon Financial Strategists
Georgia
$230K – – –
CCA
505
Cobblestone Capital Advisors
New York
$230K -$431K -18,676 -65%
IFA
506
Index Fund Advisors
California
$227K +$3K +130 +1%
MCM
507
MidAtlantic Capital Management
Virginia
$226K -$42.1K -1,824 -15%
OIA
508
Optimum Investment Advisors
Illinois
$223K +$1.92K +83 +0.9%
QCMNJ
509
Quantum Capital Management (New Jersey)
New Jersey
$220K +$762 +33 +0.3%
MWC
510
MKD Wealth Coaches
Michigan
$218K +$221K +9,587 New
CFG
511
Chapman Financial Group
Hawaii
$213K +$217K +9,393 New
LKBC
512
L.K. Benson & Company
Maryland
$209K +$213K +9,224 New
BMCM
513
Burns Matteson Capital Management
New York
$208K -$3.63K -157 -2%
SA
514
SRH Advisors
Kansas
$207K – – –
DW30
515
Drucker Wealth 3.0
New Jersey
$206K +$210K +9,080 New
CCA
516
Clearwater Capital Advisors
Illinois
$206K -$12.2K -529 -6%
GWANC
517
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K +$208K +9,023 +28,197%
AAS
518
Ameritas Advisory Services
Nebraska
$205K -$42.7K -1,847 -17%
WAM
519
WNY Asset Management
New York
$205K -$5.52K -239 -3%
PFS
520
Prospera Financial Services
Texas
$202K +$1.8K +78 +0.9%
LSAG
521
Lake Street Advisors Group
New Hampshire
$202K +$2.7K +117 +1%
KFG
522
Kelly Financial Group
Connecticut
$202K +$205K +8,886 New
IA
523
Inspire Advisors
Idaho
$202K +$1.2K +52 +0.6%
PFBT
524
Parkside Financial Bank & Trust
Missouri
$196K +$2.59K +112 +1%
PA
525
PSI Advisors
Florida
$187K +$190K +8,236 New