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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$7.89M +$108K +4,672 +1%
CL
102
Choreo LLC
Illinois
$7.73M +$676K +29,207 +10%
MFG
103
Midwest Financial Group
Kansas
$7.73M +$527K +22,783 +7%
LIM
104
Leavell Investment Management
Alabama
$7.37M +$283K +12,242 +4%
FFWA
105
Forthright Family Wealth Advisory
Texas
$7.32M +$4.42M +190,804 +152%
PAS
106
Park Avenue Securities
New York
$7.31M +$1.31M +56,506 +22%
HCM
107
Hengehold Capital Management
Ohio
$7.28M +$133K +5,764 +2%
HFO
108
Heritage Family Offices
Arizona
$7.27M +$2.51M +108,590 +53%
PEWA
109
Pacific Excel Wealth Advisors
California
$7.27M +$7.27M +314,239 New
AC
110
AlphaCore Capital
California
$7.11M +$69K +2,981 +1%
FFA
111
Farther Finance Advisors
California
$7.11M +$2.16M +93,336 +44%
MSFS
112
Main Street Financial Solutions
Pennsylvania
$7.02M +$1.32M +57,160 +23%
CA
113
Chatterton & Associates
California
$6.96M +$1.64M +70,765 +30%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$6.92M -$256K -11,050 -4%
FTS
115
Fifth Third Securities
Ohio
$6.79M +$380K +16,407 +6%
BBWP
116
Beacon Bridge Wealth Partners
Pennsylvania
$6.78M +$2.74M +118,469 +68%
ISWM
117
Independent Solutions Wealth Management
New York
$6.65M +$169K +7,283 +3%
HPM
118
Hoxton Planning & Management
West Virginia
$6.59M -$165K -7,125 -2%
SFS
119
Summit Financial Strategies
Ohio
$6.46M -$1.14M -49,407 -15%
CBU
120
CIBC Bancorp USA
Illinois
$6.41M +$278K +12,019 +5%
FF
121
Fairway Financial
Florida
$6.39M +$158K +6,812 +3%
MAM
122
Marotta Asset Management
Virginia
$6.18M -$32.5K -1,406 -0.5%
SPC
123
Sigma Planning Corp
Michigan
$6.1M +$6.1M +263,727 New
CAG
124
Curtis Advisory Group
California
$6.07M -$622K -26,892 -9%
LFG
125
Larson Financial Group
Missouri
$6.02M -$1.08M -46,596 -15%