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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
151
Retirement Group
California
$2.03M +$342K +12,452 +20%
BRWA
152
B. Riley Wealth Advisors
Florida
$2.01M +$262K +9,556 +15%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$1.98M +$200K +7,286 +11%
YIA
154
YHB Investment Advisors
Connecticut
$1.97M +$1.99M +72,504 New
HA
155
HC Advisors
Georgia
$1.93M +$284K +10,354 +17%
JWA
156
JFS Wealth Advisors
Pennsylvania
$1.91M -$225K -8,184 -10%
IA
157
IFP Advisors
Florida
$1.91M +$17.3K +630 +0.9%
1WM
158
1900 Wealth Management
Texas
$1.89M +$362K +13,176 +23%
AP
159
Adero Partners
California
$1.84M -$55.6K -2,024 -3%
EWA
160
EP Wealth Advisors
California
$1.84M +$222K +8,090 +13%
BWL
161
Bogart Wealth LLC
Virginia
$1.82M +$842K +30,666 +83%
SCA
162
Strategic Capital Advisers
Colorado
$1.82M +$89.2K +3,248 +5%
TCM
163
Twele Capital Management
Minnesota
$1.82M -$42.8K -1,558 -2%
KFS
164
Kaizen Financial Strategies
California
$1.78M +$837K +30,496 +86%
AIM
165
AMI Investment Management
Indiana
$1.78M -$43.6K -1,588 -2%
LF
166
Lee Financial
Texas
$1.73M -$476K -17,346 -21%
AWA
167
Alaska Wealth Advisors
Alaska
$1.7M +$208K +7,564 +14%
AW
168
Avion Wealth
Texas
$1.69M -$984K -35,850 -36%
IFG
169
Independent Financial Group
California
$1.67M +$318K +11,576 +23%
BSAM
170
Blue Square Asset Management
New York
$1.65M -$527K -19,188 -24%
LAIC
171
Lederer & Associates Investment Counsel
California
$1.64M +$377K +13,740 +29%
5L
172
55I LLC
Massachusetts
$1.58M +$522K +19,000 +48%
CAG
173
Curtis Advisory Group
California
$1.58M +$14.8K +540 +0.9%
BAM
174
Baldrige Asset Management
Pennsylvania
$1.56M +$71.6K +2,608 +5%
HSA
175
HBK Sorce Advisory
Pennsylvania
$1.55M -$475K -17,296 -23%