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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
526
Caliber Wealth Management (Kansas)
Kansas
$250K +$19.2K +822 +8%
OPWM
527
Oregon Pacific Wealth Management
Oregon
$249K -$1.31K -56 -0.5%
AI
528
Atria Investments
North Carolina
$249K +$14.6K +625 +6%
GI
529
GS Investments
Minnesota
$246K
WS
530
Wedbush Securities
California
$246K -$8.19K -350 -3%
WIA
531
World Investment Advisors
California
$245K -$37.9K -1,621 -13%
PA
532
Pinnacle Associates
New York
$244K +$515 +22 +0.2%
AWA
533
Acorn Wealth Advisors
Michigan
$243K -$2.46K -105 -1%
TF
534
Tompkins Financial
New York
$243K +$244K +10,417 +21,702%
CAM
535
Capital Asset Management
Colorado
$238K +$4.31K +184 +2%
First Manhattan
536
First Manhattan
New York
$238K +$239K +10,232 New
AF
537
Advisornet Financial
Minnesota
$238K +$4.1K +175 +2%
SOS
538
Silver Oak Securities
Tennessee
$232K +$234K +9,985 New
MMCM
539
Murphy & Mullick Capital Management
New York
$232K -$3.09K -132 -1%
MCM
540
MidAtlantic Capital Management
Virginia
$230K
NDSI
541
Newman Dignan & Sheerar Inc
Rhode Island
$227K +$1.08K +46 +0.5%
AWG
542
Altus Wealth Group
Colorado
$225K +$227K +9,705 New
FCIM
543
Fairview Capital Investment Management
California
$225K -$9.95K -425 -4%
PFA
544
Professional Financial Advisors
Nebraska
$223K -$1.52K -65 -0.7%
PCS
545
Private Client Services
Kentucky
$222K -$32.6K -1,395 -13%
GC
546
GatePass Capital
Ohio
$219K -$13.6K -580 -6%
VDI
547
Vaughan David Investments
Illinois
$219K
BDF
548
Black Diamond Financial
Maryland
$217K +$218K +9,332 New
SCM
549
SCS Capital Management
Massachusetts
$217K +$1.52K +65 +0.7%
WF
550
Whelan Financial
California
$216K +$1.33K +57 +0.6%