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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
551
Ledge Wealth Management
Minnesota
-$811K -35,534 Closed
AWG
552
Altus Wealth Group
Colorado
-$690K -30,210 Closed
EWA
553
EP Wealth Advisors
California
-$625K -27,392 Closed
IAP
554
Indie Asset Partners
Indiana
-$552K -24,200 Closed
RBFC
555
Roman Butler Fullerton & Co
Missouri
-$468K -19,908 Closed
CCG
556
Chatham Capital Group
Georgia
-$452K -19,796 Closed
SHWM
557
Silicon Hills Wealth Management
Texas
-$451K -19,738 Closed
GFS
558
GYL Financial Synergies
Connecticut
-$436K -19,104 Closed
Corient Private Wealth
559
Corient Private Wealth
Florida
-$417K -18,286 Closed
WF
560
Wayfinding Financial
Washington
-$472K -17,904 Closed
WA
561
WESPAC Advisors
California
-$324K -14,188 Closed
MSFS
562
Main Street Financial Solutions
Pennsylvania
-$317K -13,898 Closed
RSWM
563
Robertson Stephens Wealth Management
California
-$286K -12,522 Closed
CGFA
564
Colton Groome Financial Advisors
North Carolina
-$281K -12,326 Closed
BPWM
565
Badgley Phelps Wealth Managers
Washington
-$280K -12,270 Closed
GGI
566
Godsey & Gibb Inc
Virginia
-$270K -11,822 Closed
CWM
567
Cabot Wealth Management
Massachusetts
-$227K -9,950 Closed
WOSD
568
WFA of San Diego
California
-$104K -4,552 Closed
MCC
569
Money Concepts Capital
Florida
-$87.8K -3,848 Closed
RCM
570
Raleigh Capital Management
North Carolina
-$75.1K -3,290 Closed
EE
571
EWG Elevate
California
-$52.8K -2,312 Closed
KFP
572
KB Financial Partners
New Jersey
-$17K -764 Closed
PCA
573
Providence Capital Advisors
North Carolina
-$15.3K -672 Closed
DWP
574
Destiny Wealth Partners
Florida
-$15.1K -662 Closed
BL
575
Balentine LLC
Georgia
-$14K -612 Closed