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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
101
OTA Financial Group
New York
$4.11M -$4.34M -182,434 -50%
VWA
102
VERITY Wealth Advisors
United States
$4.08M -$84.9K -3,564 -2%
FPCG
103
Fort Pitt Capital Group
Pennsylvania
$4.07M +$4.27M +179,500 New
GRP
104
Global Retirement Partners
California
$4.05M +$19.5K +820 +0.5%
ES
105
ETF Store
Kansas
$3.95M -$857K -35,980 -17%
GAM
106
Gemmer Asset Management
California
$3.78M -$228K -9,586 -5%
EWM
107
Empirical Wealth Management
Washington
$3.71M -$496K -20,828 -11%
ISWM
108
Independent Solutions Wealth Management
New York
$3.67M +$72.6K +3,048 +2%
FWI
109
Facet Wealth Inc
Maryland
$3.64M -$163K -6,844 -4%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$3.64M -$383K -16,070 -9%
WA
111
Waverly Advisors
Alabama
$3.61M +$167K +7,010 +5%
PFM
112
Peak Financial Management
Massachusetts
$3.49M +$131K +5,506 +4%
CF
113
Corrigan Financial
Rhode Island
$3.45M +$48.4K +2,032 +1%
CCA
114
Cobblestone Capital Advisors
New York
$3.41M -$690K -28,962 -16%
RWM
115
RKL Wealth Management
Pennsylvania
$3.4M -$34.3K -1,440 -0.9%
PFM
116
Phillips Financial Management
Indiana
$3.4M +$115K +4,848 +3%
SB
117
Strategic Blueprint
Georgia
$3.4M +$152K +6,364 +4%
CWM
118
Chesapeake Wealth Management
Virginia
$3.37M -$450K -18,884 -11%
HI
119
Harbour Investments
Wisconsin
$3.33M
ZF
120
Zhang Financial
Michigan
$3.32M +$197K +8,286 +6%
CBFP
121
Cedar Brook Financial Partners
Ohio
$3.3M +$115K +4,848 +3%
CFMC
122
Curbstone Financial Management Corp
New Hampshire
$3.19M
IWC
123
Integrated Wealth Concepts
Massachusetts
$3.13M -$54.3K -2,280 -2%
OMC
124
Old Mission Capital
Illinois
$3.1M -$9.34M -392,374 -74%
GLLW
125
Graves Light Lenhart Wealth
Virginia
$3.07M -$139K -5,832 -4%