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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
101
ProVise Management Group
Florida
$2.81M +$318K +12,178 +13%
SFS
102
Strategic Financial Services
New York
$2.78M -$1.07M -40,866 -28%
UBS Group
103
UBS Group
Switzerland
$2.77M -$355K -13,610 -11%
FG
104
Fiduciary Group
Georgia
$2.73M -$42.8K -1,642 -2%
OA
105
Opes Advisors
California
$2.73M +$57.8K +2,214 +2%
Wells Fargo
106
Wells Fargo
California
$2.67M -$145K -5,546 -5%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$2.66M -$1.68M -64,568 -39%
VIA
108
Vantage Investment Advisors
Pennsylvania
$2.61M +$1.92M +73,456 +274%
AIM
109
AMI Investment Management
Indiana
$2.61M -$9.71K -372 -0.4%
FC
110
FCA Corp
Texas
$2.61M +$90.6K +3,474 +4%
AA
111
Advisory Alpha
Michigan
$2.58M +$1.44M +55,100 +122%
RC
112
Roundview Capital
New Jersey
$2.54M +$130K +4,982 +5%
BAM
113
Belpointe Asset Management
Nevada
$2.51M +$905K +34,692 +56%
MA
114
Mutual Advisors
Nebraska
$2.5M +$2.51M +96,156 New
ACM
115
AlphaStar Capital Management
North Carolina
$2.38M -$36.4K -1,396 -2%
HB
116
Homrich & Berg
Georgia
$2.36M +$1.37M +52,672 +138%
AF
117
Advisornet Financial
Minnesota
$2.34M +$2.35M +89,928 New
Allianz Asset Management
118
Allianz Asset Management
Germany
$2.32M +$483K +18,518 +26%
HGWM
119
Harvest Group Wealth Management
Massachusetts
$2.32M +$2.32M +89,076 New
HFP
120
Holistic Financial Partners
Indiana
$2.31M +$2.32M +88,954 New
DBRC
121
D.B. Root & Company
Pennsylvania
$2.28M +$2.29M +87,764 New
KWM
122
Kingsview Wealth Management
Oregon
$2.28M +$833K +31,936 +57%
AI
123
Atria Investments
North Carolina
$2.18M +$690K +26,464 +46%
VAS
124
Valicenti Advisory Services
New York
$2.14M +$118K +4,522 +6%
AWMF
125
Arbor Wealth Management (Florida)
Florida
$2.06M -$38.1K -1,460 -2%