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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
151
WealthPLAN Partners
Nebraska
$4.69M +$249K +10,741 +6%
FPAS
152
Focus Partners Advisor Solutions
Missouri
$4.63M +$31.5K +1,362 +0.7%
RIM
153
Redwood Investment Management
Arizona
$4.57M +$449K +19,417 +11%
LWA
154
Lifelong Wealth Advisors
Minnesota
$4.57M +$282K +12,177 +7%
BWA
155
Bestgate Wealth Advisors
Maryland
$4.41M -$17.4K -754 -0.4%
GFP
156
Guardian Financial Partners
California
$4.4M -$620K -26,803 -12%
BL
157
BFSG LLC
California
$4.37M -$31.8K -1,375 -0.7%
CFMC
158
Curbstone Financial Management Corp
New Hampshire
$4.34M – – –
CFG
159
Cassilly Financial Group
Maryland
$4.25M +$50.9K +2,200 +1%
VWA
160
VSM Wealth Advisory
Maryland
$4.12M -$8.47K -366 -0.2%
VFS
161
Valpey Financial Services
New Hampshire
$4.1M +$278K +12,034 +7%
GRP
162
Global Retirement Partners
California
$3.91M +$3.91M +169,162 New
CFA
163
Cahill Financial Advisors
Minnesota
$3.89M +$253K +10,943 +7%
HI
164
Harbour Investments
Wisconsin
$3.86M +$411K +17,763 +12%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$3.8M -$2.81M -121,282 -42%
PFM
166
Phillips Financial Management
Indiana
$3.8M -$547K -23,637 -13%
MML Investors Services
167
MML Investors Services
Massachusetts
$3.78M +$627K +27,085 +20%
RFG
168
Range Financial Group
Oregon
$3.7M +$144K +6,207 +4%
LTL
169
Lowery Thomas LLC
California
$3.7M -$159K -6,891 -4%
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$3.68M +$877K +37,900 +31%
CRC
171
Curi RMB Capital
Illinois
$3.64M -$302K -13,043 -8%
KAS
172
Kestra Advisory Services
Texas
$3.64M +$678K +29,296 +23%
NI
173
NYL Investors
New York
$3.64M -$10.6K -459 -0.3%
SMG
174
Smart Money Group
Texas
$3.57M -$217K -9,395 -6%
KWS
175
Keystone Wealth Services
California
$3.55M +$314K +13,566 +10%