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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
126
Gradient Capital Advisors
California
$2.16M +$109K +4,320 +5%
HFA
127
Huber Financial Advisors
Illinois
$2.02M +$149K +5,888 +8%
CF
128
Corrigan Financial
Rhode Island
$1.88M +$101K +3,988 +6%
PP
129
PrairieView Partners
Minnesota
$1.77M +$989K +39,146 +127%
RMC
130
Regis Management Company
California
$1.68M
MAM
131
Marquette Asset Management
Minnesota
$1.67M +$88.8K +3,516 +6%
AI
132
Atria Investments
North Carolina
$1.67M -$232K -9,166 -12%
FC
133
Forte Capital
New York
$1.63M +$49.5K +1,958 +3%
BL
134
BFSG LLC
California
$1.59M -$418K -16,532 -21%
GC
135
Garde Capital
Washington
$1.56M +$140K +5,538 +10%
FWM
136
Focused Wealth Management
New York
$1.55M +$1.43M +56,750 +1,226%
MML Investors Services
137
MML Investors Services
Massachusetts
$1.54M -$7.78K -308 -0.5%
BC
138
Brinker Capital
Pennsylvania
$1.53M -$556 -22 -0%
RFA
139
Reilly Financial Advisors
California
$1.48M +$214K +8,454 +17%
AWS
140
AJ Wealth Strategies
New York
$1.46M -$500K -19,792 -26%
PS
141
Portfolio Solutions
Michigan
$1.41M -$1.3M -51,454 -48%
SWM
142
Shakespeare Wealth Management
Wisconsin
$1.4M +$461K +18,258 +49%
SP
143
Successful Portfolios
Florida
$1.36M -$211K -8,354 -13%
FG
144
Fiduciary Group
Georgia
$1.34M -$1.45M -57,286 -52%
FC
145
Financial Consulate
Maryland
$1.34M +$23K +910 +2%
MWM
146
Mission Wealth Management
California
$1.29M +$348K +13,760 +37%
CIC
147
Carnegie Investment Counsel
Ohio
$1.24M -$64.5K -2,554 -5%
GI
148
Gradient Investments
Minnesota
$1.23M +$185K +7,326 +18%
BRWA
149
B. Riley Wealth Advisors
Florida
$1.22M +$134K +5,318 +12%
OC
150
Oarsman Capital
Wisconsin
$1.2M +$136K +5,382 +13%