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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
126
Cypress Wealth Services
California
$3.17M -$10.2K -376 -0.3%
CFO
127
CVA Family Office
Colorado
$3.15M -$336K -12,378 -10%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$3.11M -$163K -6,020 -5%
CCM
129
Crabel Capital Management
California
$3.04M +$3.02M +111,376 New
TNA
130
True North Advisors
Texas
$3.02M +$3.01M +110,782 New
VFIC
131
Valley Forge Investment Consultants
Pennsylvania
$2.86M -$48.5K -1,788 -2%
BWM
132
BerganKDV Wealth Management
Minnesota
$2.83M -$679K -25,018 -19%
C
133
Clearshares
New York
$2.81M +$34.9K +1,286 +1%
RRCM
134
Rappaport Reiches Capital Management
Illinois
$2.78M +$2.76M +101,816 New
IFG
135
Independent Financial Group
California
$2.75M +$1.05M +38,610 +62%
WAM
136
WNY Asset Management
New York
$2.75M -$779K -28,694 -22%
FWI
137
Facet Wealth Inc
Maryland
$2.69M -$275K -10,138 -9%
CMBA
138
C.M. Bidwell & Associates
Hawaii
$2.68M +$240K +8,832 +10%
IA
139
IFP Advisors
Florida
$2.68M +$749K +27,590 +39%
NB
140
NBT Bank
New York
$2.63M +$373K +13,740 +17%
Renaissance Technologies
141
Renaissance Technologies
New York
$2.6M -$4.1M -151,136 -61%
HI
142
Harbour Investments
Wisconsin
$2.58M -$2.7M -99,466 -51%
CW
143
CreativeOne Wealth
Kansas
$2.56M +$149K +5,488 +6%
PFM
144
Phillips Financial Management
Indiana
$2.47M +$2.45M +90,412 New
CB
145
Commerce Bank
Missouri
$2.45M +$81.4K +2,998 +3%
BlackRock
146
BlackRock
New York
$2.45M -$223K -8,228 -8%
SC
147
Savant Capital
Illinois
$2.4M -$5.59K -206 -0.2%
ECM
148
Exchange Capital Management
Michigan
$2.39M -$103K -3,802 -4%
RG
149
Retirement Group
California
$2.38M +$329K +12,130 +16%
CBFP
150
Cedar Brook Financial Partners
Ohio
$2.36M +$2.34M +86,386 New