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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
651
Clark Wealth Partners
Illinois
$3.07K +$3.09K +132 New
B
652
Birchbrook
Maine
$3.03K +$23 +1 +0.8%
WAG
653
Wilkerson Advisory Group
Missouri
$2.87K
BAM
654
Bellevue Asset Management
Washington
$2.46K
HCM
655
Horrell Capital Management
Arkansas
$2.32K -$1.73K -74 -43%
PWA
656
Physician Wealth Advisors
Utah
$2.18K
TCM
657
Tradewinds Capital Management
Washington
$1.79K
WCM
658
Weaver Capital Management
Georgia
$1.76K
FFA
659
Frazier Financial Advisors
Ohio
$1.63K +$1.64K +70 New
CSC
660
Caldwell Sutter Capital
California
$1.53K +$23 +1 +2%
BFPW
661
BOK Financial Private Wealth
Colorado
$1.39K
KFP
662
Kerr Financial Planning
California
$1.3K -$1.31K -56 -50%
LWM
663
Lodestone Wealth Management
Washington
$604 +$608 +26 New
IF
664
Integrity Financial
Wyoming
$464
Vanguard Advisers Inc
665
Vanguard Advisers Inc
Pennsylvania
$233 +$234 +10 New
GM
666
GeoWealth Management
Illinois
$186 +$187 +8 New
Russell Investments Group
667
Russell Investments Group
United Kingdom
$116 +$117 +5 New
KPP
668
Kings Path Partners
Texas
$93
MAFA
669
MJT & Associates Financial Advisory
Minnesota
$93
VA
670
Vestwell Advisors
New York
$55
KFGG
671
Keystone Financial Group (Georgia)
Georgia
$24
FA
672
Fiducient Advisors
Illinois
-$4.26M -182,208 Closed
HCWM
673
Hidden Cove Wealth Management
Washington
-$3.22M -137,963 Closed
AP
674
Advisors Preferred
Maryland
-$2.68M -114,588 Closed
IA
675
IFG Advisory
Georgia
-$1.76M -75,517 Closed