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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
126
Peak Financial Management
Massachusetts
$3.78M +$133K +5,718 +4%
OP
127
ORG Partners
Indiana
$3.76M +$3.72M +160,026 New
HA
128
HC Advisors
Georgia
$3.7M +$1.92M +82,626 +110%
PFM
129
Phillips Financial Management
Indiana
$3.68M +$27.1K +1,164 +0.7%
EWM
130
Empirical Wealth Management
Washington
$3.63M -$177K -7,598 -5%
CWS
131
Cypress Wealth Services
California
$3.63M +$1.19M +51,310 +50%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$3.57M +$793K +34,078 +29%
BSB
133
Bangor Savings Bank
Maine
$3.56M -$543K -23,356 -13%
CBFP
134
Cedar Brook Financial Partners
Ohio
$3.55M +$9.68K +416 +0.3%
AF
135
Advisornet Financial
Minnesota
$3.54M +$872K +37,478 +33%
SMG
136
Smart Money Group
Texas
$3.53M +$3.49M +149,968 New
AA
137
Ancora Advisors
Ohio
$3.45M -$161K -6,904 -4%
CMP
138
Courage Miller Partners
Virginia
$3.45M +$260K +11,160 +8%
OFG
139
Omega Financial Group
California
$3.42M +$153K +6,588 +5%
JWM
140
Janiczek Wealth Management
Colorado
$3.4M +$294K +12,634 +10%
CF
141
Corrigan Financial
Rhode Island
$3.4M -$365K -15,676 -10%
IWC
142
Integrated Wealth Concepts
Massachusetts
$3.37M +$667K +28,668 +25%
LEFP
143
Leading Edge Financial Planning
Tennessee
$3.35M -$114K -4,882 -3%
CWM
144
Chesapeake Wealth Management
Virginia
$3.22M -$128K -5,516 -4%
WP
145
WealthPLAN Partners
Nebraska
$3.21M +$458K +19,702 +17%
RWM
146
RKL Wealth Management
Pennsylvania
$3.13M +$21.5K +922 +0.7%
NI
147
NYL Investors
New York
$3.12M +$107K +4,600 +4%
MLA
148
My Legacy Advisors
Oregon
$3.08M +$582K +25,016 +24%
CFD
149
Creative Financial Designs
Indiana
$3.06M +$553K +23,748 +22%
BL
150
BFSG LLC
California
$3.04M -$86.4K -3,712 -3%