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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
126
Guardian Financial Partners
California
$5.06M -$299K -12,865 -6%
MFGP
127
Marshall Financial Group (Pennsylvania)
Pennsylvania
$5.05M +$569K +24,494 +13%
TWM
128
Tradition Wealth Management
Minnesota
$5.05M -$76.8K -3,304 -2%
BBWP
129
Beacon Bridge Wealth Partners
Pennsylvania
$5.03M +$71.8K +3,092 +1%
FPAS
130
Focus Partners Advisor Solutions
Missouri
$4.93M -$680K -29,278 -12%
BCM
131
Brookstone Capital Management
Illinois
$4.75M -$304K -13,097 -6%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$4.72M +$303K +13,025 +7%
MWM
133
Manske Wealth Management
Texas
$4.69M +$34.2K +1,471 +0.7%
CFGSD
134
Compass Financial Group (South Dakota)
South Dakota
$4.69M +$849K +36,566 +22%
PFM
135
Phillips Financial Management
Indiana
$4.62M -$35.9K -1,546 -0.8%
WAM
136
Wakefield Asset Management
Colorado
$4.62M +$204K +8,781 +5%
SI
137
Stonekeep Investments
New Mexico
$4.51M +$345K +14,852 +8%
FFS
138
Fischer Financial Services
Pennsylvania
$4.49M +$290K +12,465 +7%
SAG
139
SageView Advisory Group
California
$4.48M +$3.43M +147,646 +342%
CRC
140
Curi RMB Capital
Illinois
$4.43M -$17.3K -746 -0.4%
WP
141
WealthPLAN Partners
Nebraska
$4.42M +$333K +14,322 +8%
BMWS
142
Brady Martz Wealth Solutions
North Dakota
$4.41M -$21K -906 -0.5%
BWA
143
Bestgate Wealth Advisors
Maryland
$4.4M +$116K +4,990 +3%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$4.35M -$2.84M -122,448 -40%
HA
145
HC Advisors
Georgia
$4.35M -$77K -3,314 -2%
TA
146
TPG Advisors
Illinois
$4.34M +$163K +7,034 +4%
BL
147
BFSG LLC
California
$4.32M -$76.4K -3,290 -2%
KF
148
Krilogy Financial
Missouri
$4.09M -$271K -11,663 -6%
SPAS
149
Spectrum Planning & Advisory Services
California
$3.92M -$1.49M -64,047 -28%
PWM
150
Perigon Wealth Management
California
$3.88M +$39.4K +1,695 +1%