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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBWP
126
Beacon Bridge Wealth Partners
Pennsylvania
$4.91M +$340K +14,826 +8%
RSWM
127
Robertson Stephens Wealth Management
California
$4.88M -$571K -24,873 -11%
AWS
128
Atria Wealth Solutions
New York
$4.63M -$933K -40,671 -17%
MWM
129
Manske Wealth Management
Texas
$4.61M +$155K +6,760 +4%
PFM
130
Phillips Financial Management
Indiana
$4.61M -$548K -23,903 -11%
HPM
131
Hoxton Planning & Management
West Virginia
$4.56M +$253K +11,043 +6%
MFGP
132
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.43M +$144K +6,279 +3%
CRC
133
Curi RMB Capital
Illinois
$4.4M -$674K -29,352 -13%
BMWS
134
Brady Martz Wealth Solutions
North Dakota
$4.39M -$3.98M -173,335 -48%
HA
135
HC Advisors
Georgia
$4.39M +$41.5K +1,810 +1%
MSFS
136
Main Street Financial Solutions
Pennsylvania
$4.37M +$922K +40,172 +27%
WAM
137
Wakefield Asset Management
Colorado
$4.37M -$99.7K -4,344 -2%
BL
138
BFSG LLC
California
$4.35M -$38.5K -1,680 -0.9%
KF
139
Krilogy Financial
Missouri
$4.34M -$127K -5,515 -3%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$4.33M +$3.89M +169,696 +1,033%
MML Investors Services
141
MML Investors Services
Massachusetts
$4.28M -$1.2M -52,149 -22%
BWA
142
Bestgate Wealth Advisors
Maryland
$4.23M
FFS
143
Fischer Financial Services
Pennsylvania
$4.13M +$403K +17,550 +11%
TA
144
TPG Advisors
Illinois
$4.13M -$2.07M -90,001 -34%
VWA
145
VSM Wealth Advisory
Maryland
$4.12M +$23.5K +1,022 +0.6%
SI
146
Stonekeep Investments
New Mexico
$4.12M +$686K +29,913 +20%
FTS
147
Fifth Third Securities
Ohio
$4.12M +$562K +24,475 +16%
WP
148
WealthPLAN Partners
Nebraska
$4.04M -$196K -8,540 -5%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$3.98M -$200K -8,728 -5%
RWM
150
Rialto Wealth Management
New York
$3.89M +$422K +18,390 +12%