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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$4.74M +$2.84M +121,236 +155%
NCM
127
Northwest Capital Management
Oregon
$4.71M +$2.99M +127,628 +181%
SFS
128
Summit Financial Strategies
Ohio
$4.62M -$159K -6,786 -3%
TWM
129
Tradition Wealth Management
Minnesota
$4.5M +$67.4K +2,880 +2%
BIM
130
Breakwater Investment Management
Washington
$4.37M +$242K +10,356 +6%
KF
131
Krilogy Financial
Missouri
$4.34M -$97.5K -4,164 -2%
VI
132
VanderPol Investments
Michigan
$4.3M +$1.65M +70,432 +64%
BL
133
BFSG LLC
California
$4.28M +$179K +7,628 +4%
SMG
134
Smart Money Group
Texas
$4.27M +$4.78M +203,984 +123%
HA
135
HC Advisors
Georgia
$4.17M +$479K +20,476 +13%
GS
136
GTS Securities
Florida
$4.1M +$4.04M +172,502 New
SC
137
Syon Capital
California
$4.08M +$443K +18,930 +12%
WP
138
WealthPLAN Partners
Nebraska
$4.06M -$156K -6,652 -4%
PIMG
139
Patriot Investment Management Group
Tennessee
$4.06M -$145K -6,178 -3%
EWM
140
Empirical Wealth Management
Washington
$4.04M -$118K -5,032 -3%
AR
141
Apeiron RIA
Texas
$3.97M +$289K +12,342 +8%
GFP
142
Guardian Financial Partners
California
$3.9M -$21.1K -902 -0.5%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$3.8M +$108K +4,616 +3%
HI
144
Harbour Investments
Wisconsin
$3.64M -$430K -18,370 -11%
AWM
145
Apollon Wealth Management
South Carolina
$3.56M +$3.19M +136,256 +998%
KAS
146
Kestra Advisory Services
Texas
$3.52M -$1.5M -63,958 -30%
CWM
147
Chesapeake Wealth Management
Virginia
$3.51M +$188K +8,018 +6%
AF
148
Advisornet Financial
Minnesota
$3.38M +$26K +1,110 +0.8%
NI
149
NYL Investors
New York
$3.37M -$32.8K -1,400 -1%
MLA
150
My Legacy Advisors
Oregon
$3.35M -$2.36M -100,912 -42%