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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
501
Talisman Wealth Advisors
New Jersey
$236K +$1.01K +44 +0.4%
CFS
502
Cannon Financial Strategists
Georgia
$236K
KFS
503
Kaizen Financial Strategies
California
$234K +$27.5K +1,200 +14%
Corient Private Wealth
504
Corient Private Wealth
Florida
$233K +$230K +10,036 New
RA
505
RFG Advisory
Alabama
$233K +$230K +10,012 New
PWM
506
Parkshore Wealth Management
California
$233K -$35.4K -1,542 -13%
ECM
507
Elgethun Capital Management
South Dakota
$232K
MCM
508
MidAtlantic Capital Management
Virginia
$231K
WC
509
Waterloo Capital
Texas
$230K -$36K -1,571 -14%
TPW
510
Tiller Private Wealth
Pennsylvania
$227K +$224K +9,744 New
CCA
511
Cobblestone Capital Advisors
New York
$226K +$4.77K +208 +2%
AWA
512
Acorn Wealth Advisors
Michigan
$224K -$36.1K -1,572 -14%
1WM
513
1900 Wealth Management
Texas
$223K -$9.94K -433 -4%
NDSI
514
Newman Dignan & Sheerar Inc
Rhode Island
$223K -$150K -6,536 -41%
CWMK
515
Caliber Wealth Management (Kansas)
Kansas
$220K -$12.3K -536 -5%
Citigroup
516
Citigroup
New York
$216K +$146K +6,374 +218%
OP
517
ORG Partners
Indiana
$216K +$16.5K +719 +8%
TYCC
518
Texas Yale Capital Corp
Florida
$215K -$34.4K -1,500 -14%
WF
519
Whelan Financial
California
$215K -$22K -960 -9%
BMCM
520
Burns Matteson Capital Management
New York
$214K +$620 +27 +0.3%
SA
521
SRH Advisors
Kansas
$212K
SCM
522
SCS Capital Management
Massachusetts
$210K +$2.11K +92 +1%
PFS
523
Prospera Financial Services
Texas
$210K +$4.13K +180 +2%
MCM
524
Maple Capital Management
Vermont
$207K -$14.5K -630 -7%
KFG
525
Kelly Financial Group
Connecticut
$207K +$204K +8,893 New