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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTS
151
Fifth Third Securities
Ohio
$2.69M +$13K +570 +0.5%
PA
152
PFG Advisors
Arizona
$2.69M +$282K +12,396 +12%
Cerity Partners
153
Cerity Partners
New York
$2.67M +$1.2M +52,502 +81%
ZF
154
Zhang Financial
Michigan
$2.67M -$672K -29,532 -20%
VWA
155
VERITY Wealth Advisors
United States
$2.65M -$1.46M -64,064 -36%
IWC
156
Integrated Wealth Concepts
Massachusetts
$2.62M -$522K -22,938 -17%
MFGP
157
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.6M +$871K +38,268 +51%
AF
158
Advisornet Financial
Minnesota
$2.59M -$151K -6,620 -6%
MLA
159
My Legacy Advisors
Oregon
$2.5M +$1.23M +54,160 +104%
KC
160
Kades & Cheifetz
Pennsylvania
$2.46M +$2.45M +107,786 New
CFMC
161
Curbstone Financial Management Corp
New Hampshire
$2.45M -$763K -33,500 -24%
CFD
162
Creative Financial Designs
Indiana
$2.44M -$97.3K -4,272 -4%
AAS
163
Avantax Advisory Services
Texas
$2.43M +$2.42M +106,434 New
CCA
164
Cobblestone Capital Advisors
New York
$2.39M -$1.04M -45,722 -30%
CWS
165
Cypress Wealth Services
California
$2.36M +$177K +7,756 +8%
GFP
166
Guardian Financial Partners
California
$2.33M +$26K +1,144 +1%
GLLW
167
Graves Light Lenhart Wealth
Virginia
$2.33M -$766K -33,640 -25%
BIA
168
Bigelow Investment Advisors
Maine
$2.31M -$662K -29,070 -22%
AWM
169
Avior Wealth Management
Nebraska
$2.26M -$650K -28,570 -22%
BBW
170
Blue Barn Wealth
Utah
$2.2M -$415K -18,250 -16%
HSA
171
HBK Sorce Advisory
Pennsylvania
$2.17M +$708K +31,086 +48%
Renaissance Technologies
172
Renaissance Technologies
New York
$2.17M +$2.16M +95,000 New
RG
173
Retirement Group
California
$2.11M +$192K +8,434 +10%
AG
174
Appleton Group
Wisconsin
$2.11M -$15.8K -696 -0.7%
IA
175
Integrity Advisory
Kansas
$2.03M -$998K -43,822 -33%