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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
126
Mayflower Financial Advisors
Massachusetts
$3.31M +$650K +28,530 +24%
CWM
127
Chesapeake Wealth Management
Virginia
$3.26M -$135K -5,930 -4%
GRP
128
Global Retirement Partners
California
$3.2M -$934K -41,012 -23%
AR
129
Apeiron RIA
Texas
$3.18M +$527K +23,166 +20%
OFG
130
Omega Financial Group
California
$3.17M +$855K +37,544 +37%
HI
131
Harbour Investments
Wisconsin
$3.14M -$44.9K -1,972 -1%
Citadel Advisors
132
Citadel Advisors
Florida
$3.13M -$1.73M -75,888 -36%
JWM
133
Janiczek Wealth Management
Colorado
$3.13M -$71.4K -3,138 -2%
CMP
134
Courage Miller Partners
Virginia
$3.1M +$165K +7,266 +6%
TWP
135
Tempus Wealth Planning
California
$3.1M +$2.6M +114,214 +534%
BL
136
BFSG LLC
California
$3.04M -$2.58M -113,304 -46%
RWM
137
RKL Wealth Management
Pennsylvania
$3.03M -$404K -17,764 -12%
SB
138
Strategic Blueprint
Georgia
$3M -$419K -18,402 -12%
FPCG
139
Fort Pitt Capital Group
Pennsylvania
$2.97M -$1.12M -49,334 -27%
SWM
140
SeaCrest Wealth Management
New York
$2.95M -$31.8K -1,396 -1%
RC
141
Roundview Capital
New Jersey
$2.94M -$1.43M -62,658 -33%
NI
142
NYL Investors
New York
$2.94M -$114K -5,000 -4%
BWL
143
Bogart Wealth LLC
Virginia
$2.78M +$297K +13,024 +12%
SPAS
144
Spectrum Planning & Advisory Services
California
$2.73M -$1.7M -74,628 -38%
1WM
145
1900 Wealth Management
Texas
$2.72M -$339K -14,892 -11%
CAG
146
Curtis Advisory Group
California
$2.72M +$673K +29,550 +33%
WIM
147
WealthPlan Investment Management
Nebraska
$2.72M +$448K +19,692 +20%
WP
148
WealthPLAN Partners
Nebraska
$2.71M +$2.66M +117,038 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$2.7M -$962K -42,252 -26%
SWA
150
Stratos Wealth Advisors
Ohio
$2.7M +$62.8K +2,758 +2%