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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
651
Cornerstone Planning Group
New Jersey
$5.99K +$70 +3 +1%
BBHC
652
Brown Brothers Harriman & Co
New York
$5.08K – – –
KFAS
653
Keating Financial Advisory Services
Kansas
$3.69K +$3.72K +159 New
BC
654
Barrett & Company
Rhode Island
$3.2K – – –
CWP
655
Clark Wealth Partners
Illinois
$3.07K +$3.09K +132 New
B
656
Birchbrook
Maine
$3.03K +$23 +1 +0.8%
WAG
657
Wilkerson Advisory Group
Missouri
$2.87K – – –
BAM
658
Bellevue Asset Management
Washington
$2.46K – – –
HCM
659
Horrell Capital Management
Arkansas
$2.32K -$1.73K -74 -43%
PWA
660
Physician Wealth Advisors
Utah
$2.18K – – –
TCM
661
Tradewinds Capital Management
Washington
$1.79K – – –
WCM
662
Weaver Capital Management
Georgia
$1.76K – – –
FFA
663
Frazier Financial Advisors
Ohio
$1.63K +$1.64K +70 New
CSC
664
Caldwell Sutter Capital
California
$1.53K +$23 +1 +2%
BFPW
665
BOK Financial Private Wealth
Colorado
$1.39K – – –
KFP
666
Kerr Financial Planning
California
$1.3K -$1.31K -56 -50%
LWM
667
Lodestone Wealth Management
Washington
$604 +$608 +26 New
IF
668
Integrity Financial
Wyoming
$464 – – –
Vanguard Advisers Inc
669
Vanguard Advisers Inc
Pennsylvania
$233 +$234 +10 New
GM
670
GeoWealth Management
Illinois
$186 +$187 +8 New
Russell Investments Group
671
Russell Investments Group
United Kingdom
$116 +$117 +5 New
KPP
672
Kings Path Partners
Texas
$93 – – –
MAFA
673
MJT & Associates Financial Advisory
Minnesota
$93 – – –
VA
674
Vestwell Advisors
New York
$55 – – –
KFGG
675
Keystone Financial Group (Georgia)
Georgia
$24 – – –