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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
101
SNS Financial Group
Minnesota
$4.56M +$193K +7,976 +4%
EWM
102
Empirical Wealth Management
Washington
$4.42M -$127K -5,250 -3%
SWA
103
Stratos Wealth Advisors
Ohio
$4.41M -$1.51M -62,358 -25%
VWA
104
VERITY Wealth Advisors
United States
$4.39M -$632K -26,116 -12%
GRP
105
Global Retirement Partners
California
$4.32M +$262K +10,810 +6%
CCA
106
Cobblestone Capital Advisors
New York
$4.29M -$73.5K -3,036 -2%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$4.23M -$2.29M -94,722 -35%
GAM
108
Gemmer Asset Management
California
$4.22M -$150K -6,212 -3%
FWI
109
Facet Wealth Inc
Maryland
$4.1M +$1.83M +75,670 +79%
BG
110
Benedetti & Gucer
Georgia
$4.02M +$3.35M +138,456 +474%
CWM
111
Chesapeake Wealth Management
Virginia
$4.01M -$421K -17,378 -9%
IA
112
IFP Advisors
Florida
$3.84M
ISWM
113
Independent Solutions Wealth Management
New York
$3.81M +$166K +6,854 +5%
WANY
114
Wealthspire Advisors (New York)
New York
$3.8M -$1.87M -77,406 -33%
DBRC
115
D.B. Root & Company
Pennsylvania
$3.71M -$1.08M -44,650 -22%
WA
116
Waverly Advisors
Alabama
$3.65M -$86K -3,554 -2%
RWM
117
RKL Wealth Management
Pennsylvania
$3.63M -$67.7K -2,796 -2%
CF
118
Corrigan Financial
Rhode Island
$3.6M +$92.2K +3,808 +3%
PFM
119
Peak Financial Management
Massachusetts
$3.56M -$3.73K -154 -0.1%
LWMT
120
Legacy Wealth Management (Tennessee)
Tennessee
$3.55M -$24.5M -1,010,644 -87%
SBL
121
Sargent Bickham Lagudis
Colorado
$3.53M +$979K +40,428 +38%
SFPM
122
Sensible Financial Planning & Management
Massachusetts
$3.52M -$40.8M -1,686,118 -92%
PFM
123
Phillips Financial Management
Indiana
$3.48M -$372K -15,368 -10%
AWM
124
Avior Wealth Management
Nebraska
$3.47M +$297K +12,256 +9%
SB
125
Strategic Blueprint
Georgia
$3.44M +$1.43M +59,050 +70%