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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
126
Tempus Wealth Planning
California
$4.49M +$458K +20,488 +12%
MML Investors Services
127
MML Investors Services
Massachusetts
$4.49M +$506K +22,610 +13%
NFG
128
Northeast Financial Group
Pennsylvania
$4.49M +$131K +5,872 +3%
PIMG
129
Patriot Investment Management Group
Tennessee
$4.45M -$939K -41,994 -18%
HI
130
Harbour Investments
Wisconsin
$4.45M -$1.24M -55,322 -22%
IA
131
IFP Advisors
Florida
$4.35M +$172K +7,694 +4%
PFM
132
Phillips Financial Management
Indiana
$4.35M +$404K +18,042 +11%
MLA
133
My Legacy Advisors
Oregon
$4.34M +$240K +10,710 +6%
ES
134
ETF Store
Kansas
$4.28M +$22.4K +1,002 +0.5%
OP
135
ORG Partners
Indiana
$4.27M +$3.93M +175,774 +2,359%
ACA
136
Affinity Capital Advisors
California
$4.22M +$4.05M +180,864 New
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$4.2M -$452K -20,202 -10%
WANY
138
Wealthspire Advisors (New York)
New York
$4.14M +$2.33M +104,090 +141%
CFD
139
Creative Financial Designs
Indiana
$4.06M -$74.5K -3,332 -2%
EWM
140
Empirical Wealth Management
Washington
$3.98M -$37.9K -1,692 -1%
MFGP
141
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.92M +$1.01M +45,328 +37%
AR
142
Apeiron RIA
Texas
$3.83M -$1.06M -47,172 -22%
WP
143
WealthPLAN Partners
Nebraska
$3.77M +$393K +17,572 +12%
MCCP
144
Mission Creek Capital Partners
California
$3.76M -$848K -37,916 -19%
AWM
145
Avior Wealth Management
Nebraska
$3.66M +$471K +21,054 +16%
BL
146
BFSG LLC
California
$3.65M +$114K +5,080 +3%
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$3.62M +$766K +34,244 +28%
WA
148
Waverly Advisors
Alabama
$3.55M -$67.9K -3,036 -2%
GFP
149
Guardian Financial Partners
California
$3.55M +$891K +39,828 +35%
SC
150
Syon Capital
California
$3.52M +$3.38M +151,124 New