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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIWM
126
OptiFour Integrated Wealth Management
Virginia
$2.87M -$99.2K -3,702 -3%
FFN
127
Focus Financial Network
Minnesota
$2.82M -$84.5K -3,154 -3%
Goldman Sachs
128
Goldman Sachs
New York
$2.82M -$7.24M -270,204 -72%
SFS
129
Strategic Financial Services
New York
$2.81M -$93.1K -3,474 -3%
RFA
130
Reilly Financial Advisors
California
$2.8M +$453K +16,904 +19%
CWP
131
Capital Wealth Planning
Florida
$2.75M +$60.7K +2,264 +2%
CMBA
132
C.M. Bidwell & Associates
Hawaii
$2.69M +$890K +33,204 +49%
AP
133
Adero Partners
California
$2.66M +$2.67M +99,686 New
SDWMA
134
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.63M +$264K +9,858 +11%
KWM
135
Kingsview Wealth Management
Oregon
$2.59M +$70.4K +2,626 +3%
FPCG
136
Fort Pitt Capital Group
Pennsylvania
$2.52M +$2.14M +79,840 +545%
RA
137
Rational Advisors
New York
$2.52M +$371K +13,834 +17%
EH
138
Equitable Holdings
New York
$2.51M +$2.52M +94,106 New
CW
139
CreativeOne Wealth
Kansas
$2.5M -$66.9K -2,496 -3%
BCI
140
Brinker Capital Investments
Pennsylvania
$2.49M -$33.3K -1,242 -1%
GC
141
Garde Capital
Washington
$2.42M +$275K +10,258 +13%
SWM
142
SeaCrest Wealth Management
New York
$2.42M +$50.1K +1,870 +2%
A
143
AdvicePeriod
California
$2.35M +$60.8K +2,270 +3%
CF
144
Corrigan Financial
Rhode Island
$2.32M +$32.8K +1,224 +1%
AIM
145
AMI Investment Management
Indiana
$2.26M +$37.2K +1,388 +2%
GCA
146
Gradient Capital Advisors
California
$2.18M +$4.07K +152 +0.2%
WWM
147
WT Wealth Management
Arizona
$2.13M +$214 +8 +0%
MGIA
148
Moneta Group Investment Advisors
Missouri
$2.09M +$794K +29,616 +61%
AL
149
Aspiriant LLC
California
$2.03M -$279K -10,418 -12%
CMP
150
Courage Miller Partners
Virginia
$2.02M -$4.5K -168 -0.2%