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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AR
126
Apeiron RIA
Texas
$5.26M +$1.03M +45,161 +25%
TWM
127
Tradition Wealth Management
Minnesota
$5.2M +$105K +4,598 +2%
PFM
128
Phillips Financial Management
Indiana
$5.14M -$57.6K -2,516 -1%
CRC
129
Curi RMB Capital
Illinois
$5.06M -$167K -7,285 -3%
BCM
130
Brookstone Capital Management
Illinois
$5.05M +$2.93M +128,022 +142%
MFG
131
Midwest Financial Group
Kansas
$4.9M +$2.83M +123,407 +140%
GFP
132
Guardian Financial Partners
California
$4.8M -$45.4K -1,983 -0.9%
SMG
133
Smart Money Group
Texas
$4.77M +$1.39M +60,722 +42%
BBWP
134
Beacon Bridge Wealth Partners
Pennsylvania
$4.55M -$172K -7,514 -4%
KF
135
Krilogy Financial
Missouri
$4.45M +$97K +4,236 +2%
HCWM
136
Hidden Cove Wealth Management
Washington
$4.45M +$416K +18,165 +10%
WAM
137
Wakefield Asset Management
Colorado
$4.45M -$5.7K -249 -0.1%
MWM
138
Manske Wealth Management
Texas
$4.44M +$220K +9,617 +5%
BL
139
BFSG LLC
California
$4.38M +$71.8K +3,133 +2%
HA
140
HC Advisors
Georgia
$4.33M +$264K +11,538 +7%
BIM
141
Breakwater Investment Management
Washington
$4.3M +$210K +9,186 +5%
HPM
142
Hoxton Planning & Management
West Virginia
$4.29M +$1.36M +59,308 +47%
MFGP
143
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.27M -$261K -11,396 -6%
ICCON
144
Investment Counsel Company of Nevada
Nevada
$4.25M +$29.6K +1,292 +0.7%
BWA
145
Bestgate Wealth Advisors
Maryland
$4.23M +$102K +4,453 +3%
WP
146
WealthPLAN Partners
Nebraska
$4.22M +$221K +9,669 +6%
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$4.16M -$352K -15,363 -8%
PCIA
148
Prime Capital Investment Advisors
Kansas
$4.13M +$3.07M +134,003 +301%
VWA
149
VSM Wealth Advisory
Maryland
$4.08M -$2.27K -99 -0.1%
MCA
150
Midwest Capital Advisors
Michigan
$4.02M -$1.2M -52,174 -23%