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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
126
RKL Wealth Management
Pennsylvania
$3.91M +$2.54K +98 +0.1%
ISWM
127
Independent Solutions Wealth Management
New York
$3.85M +$193K +7,446 +5%
IA
128
IFP Advisors
Florida
$3.84M +$413K +15,900 +12%
PFM
129
Peak Financial Management
Massachusetts
$3.76M -$109K -4,206 -3%
CF
130
Corrigan Financial
Rhode Island
$3.7M +$167K +6,418 +5%
Millennium Management
131
Millennium Management
New York
$3.69M +$3.79M +145,770 New
JWM
132
Janiczek Wealth Management
Colorado
$3.49M -$2.49K -96 -0.1%
TF
133
Trek Financial
Arizona
$3.46M +$3.55M +136,808 New
1WM
134
1900 Wealth Management
Texas
$3.46M -$681K -26,214 -16%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$3.38M +$553K +21,310 +19%
AWM
136
Avior Wealth Management
Nebraska
$3.35M +$1.16M +44,594 +51%
NDSI
137
Newman Dignan & Sheerar Inc
Rhode Island
$3.35M -$3.58M -137,860 -51%
NI
138
NYL Investors
New York
$3.32M +$62.3K +2,400 +2%
CMP
139
Courage Miller Partners
Virginia
$3.22M -$78.2K -3,012 -2%
AA
140
Alesco Advisors
New York
$3.18M -$383K -14,748 -10%
BBW
141
Blue Barn Wealth
Utah
$3.15M -$375K -14,438 -10%
SWM
142
SeaCrest Wealth Management
New York
$3.08M +$67.2K +2,586 +2%
FI
143
FIDELIS iM
Oregon
$2.9M +$2.98M +114,904 New
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$2.89M +$1.1M +42,504 +59%
GCA
145
Genesee Capital Advisors
New York
$2.83M +$126K +4,860 +5%
ZF
146
Zhang Financial
Michigan
$2.82M +$1.71M +65,748 +144%
EK
147
Evensky & Katz
Florida
$2.79M -$3.13M -120,478 -52%
VAS
148
Valicenti Advisory Services
New York
$2.75M -$607K -23,390 -18%
SBL
149
Sargent Bickham Lagudis
Colorado
$2.71M -$518K -19,928 -16%
BCM
150
Barden Capital Management
Texas
$2.65M +$445K +17,132 +20%