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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OP
126
ORG Partners
Indiana
$4.47M +$4.49M +198,006 New
DWP
127
Daymark Wealth Partners
Ohio
$4.44M -$1.89M -83,502 -30%
CAG
128
Curtis Advisory Group
California
$4.4M +$471K +20,780 +12%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$4.31M -$220K -9,724 -5%
KF
130
Krilogy Financial
Missouri
$4.26M -$366K -16,150 -8%
TWM
131
Tradition Wealth Management
Minnesota
$4.25M -$42K -1,854 -1%
MFGP
132
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.05M +$78.5K +3,462 +2%
WP
133
WealthPLAN Partners
Nebraska
$4.05M +$211K +9,304 +6%
PIMG
134
Patriot Investment Management Group
Tennessee
$4.04M -$278K -12,250 -6%
EWM
135
Empirical Wealth Management
Washington
$3.99M -$174K -7,692 -4%
BIM
136
Breakwater Investment Management
Washington
$3.96M +$456K +20,114 +13%
KAS
137
Kestra Advisory Services
Texas
$3.94M +$3.89M +171,778 +427%
BL
138
BFSG LLC
California
$3.93M +$264K +11,652 +7%
HI
139
Harbour Investments
Wisconsin
$3.91M -$27.5K -1,212 -0.7%
SMG
140
Smart Money Group
Texas
$3.85M +$1.42M +62,496 +61%
AG
141
Ascent Group
Virginia
$3.8M +$1.34M +59,218 +55%
GFP
142
Guardian Financial Partners
California
$3.76M -$34.4K -1,520 -0.9%
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$3.69M -$1.21M -53,550 -25%
SWA
144
Sightline Wealth Advisors
Connecticut
$3.65M -$107K -4,714 -3%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$3.54M +$561K +24,738 +19%
AR
146
Apeiron RIA
Texas
$3.53M -$23.9K -1,054 -0.7%
HA
147
HC Advisors
Georgia
$3.53M -$91.7K -4,046 -3%
SC
148
Syon Capital
California
$3.48M +$34K +1,502 +1%
JWM
149
Janiczek Wealth Management
Colorado
$3.39M -$38.5K -1,698 -1%
SWA
150
Stratos Wealth Advisors
Ohio
$3.31M -$112K -4,934 -3%