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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ES
126
ETF Store
Kansas
$3.95M +$118K +5,190 +3%
CFD
127
Creative Financial Designs
Indiana
$3.92M +$185K +8,154 +5%
WIA
128
World Investment Advisors
California
$3.84M -$810K -35,754 -17%
EWM
129
Empirical Wealth Management
Washington
$3.81M +$205K +9,062 +6%
TWP
130
Tempus Wealth Planning
California
$3.81M -$303K -13,356 -7%
MLA
131
My Legacy Advisors
Oregon
$3.79M +$316K +13,930 +9%
MML Investors Services
132
MML Investors Services
Massachusetts
$3.76M +$3.22M +142,220 +512%
PFM
133
Phillips Financial Management
Indiana
$3.73M +$287K +12,678 +8%
GRP
134
Global Retirement Partners
California
$3.56M -$153K -6,748 -4%
AF
135
Advisornet Financial
Minnesota
$3.54M +$153K +6,764 +4%
BC
136
Bartlett & Co
Ohio
$3.47M -$167K -7,388 -4%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$3.47M -$167K -7,388 -4%
AWE
138
Avidian Wealth Enterprises
Texas
$3.47M +$919K +40,562 +35%
WA
139
Waverly Advisors
Alabama
$3.44M +$105K +4,644 +3%
JWM
140
Janiczek Wealth Management
Colorado
$3.39M +$95.1K +4,196 +3%
OFS
141
OneAscent Financial Services
Alabama
$3.38M +$3.46M +152,714 New
BL
142
BFSG LLC
California
$3.35M +$198K +8,752 +6%
AI
143
Atria Investments
North Carolina
$3.35M +$417K +18,412 +14%
OFG
144
Omega Financial Group
California
$3.25M -$18.4K -812 -0.5%
GFWA
145
Grey Fox Wealth Advisors
Delaware
$3.2M +$1.61M +71,160 +97%
WP
146
WealthPLAN Partners
Nebraska
$3.19M +$375K +16,554 +13%
HA
147
HC Advisors
Georgia
$3.13M +$57.2K +2,522 +2%
CF
148
Corrigan Financial
Rhode Island
$3.12M -$62K -2,736 -2%
AA
149
Ancora Advisors
Ohio
$3.08M -$59.7K -2,636 -2%
AWM
150
Avior Wealth Management
Nebraska
$3M +$1.04M +45,848 +51%