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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MI
651
Markowski Investments
Florida
$3.93K +$3.93K +170 New
KFAS
652
Keating Financial Advisory Services
Kansas
$3.68K – – –
LWM
653
Lodestone Wealth Management
Washington
$3.65K +$3.05K +132 +508%
WIM
654
Westside Investment Management
California
$3.1K -$11.7K -507 -79%
B
655
Birchbrook
Maine
$3.05K +$23 +1 +0.8%
WAG
656
Wilkerson Advisory Group
Missouri
$2.87K – – –
BAM
657
Bellevue Asset Management
Washington
$2.45K – – –
HCM
658
Horrell Capital Management
Arkansas
$2.31K – – –
PWA
659
Physician Wealth Advisors
Utah
$2.17K – – –
TCM
660
Tradewinds Capital Management
Washington
$1.8K +$23 +1 +1%
WCM
661
Weaver Capital Management
Georgia
$1.76K – – –
FFA
662
Frazier Financial Advisors
Ohio
$1.64K +$23 +1 +1%
CSC
663
Caldwell Sutter Capital
California
$1.54K – – –
BFPW
664
BOK Financial Private Wealth
Colorado
$1.39K – – –
MCA
665
McGuire Capital Advisors
Oklahoma
$1.36K +$1.36K +59 New
KFP
666
Kerr Financial Planning
California
$1.3K – – –
AP
667
Atwood & Palmer
Missouri
$995 +$995 +43 New
IF
668
Integrity Financial
Wyoming
$463 – – –
Vanguard Advisers Inc
669
Vanguard Advisers Inc
Pennsylvania
$232 – – –
MSWM
670
Mowery & Schoenfeld Wealth Management
Illinois
$162 +$162 +7 New
Russell Investments Group
671
Russell Investments Group
United Kingdom
$116 – – –
MAFA
672
MJT & Associates Financial Advisory
Minnesota
$93 – – –
KPP
673
Kings Path Partners
Texas
$69 -$23 -1 -25%
VA
674
Vestwell Advisors
New York
$56 – – –
Wells Fargo
675
Wells Fargo
California
$5 -$74.3K -3,210 Closed