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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
SeaCrest Wealth Management
New York
$3M -$32.7K -1,406 -1%
TW
152
Transform Wealth
Colorado
$3M +$1.51M +64,700 +103%
CAG
153
Curtis Advisory Group
California
$2.97M +$174K +7,490 +6%
GWM
154
GSB Wealth Management
Connecticut
$2.9M +$1.69M +72,502 +136%
1WM
155
1900 Wealth Management
Texas
$2.87M +$145K +6,228 +5%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$2.87M -$566K -24,344 -17%
PA
157
PFG Advisors
Arizona
$2.87M +$99.3K +4,268 +4%
DWP
158
Daymark Wealth Partners
Ohio
$2.85M +$2.24M +96,370 +386%
SFA
159
Seneca Financial Advisors
New York
$2.82M -$2.45M -105,146 -47%
SCM
160
SevenOneSeven Capital Management
Pennsylvania
$2.82M +$1.13M +48,466 +68%
EGWAG
161
Elwood & Goetz Wealth Advisory Group
Georgia
$2.76M +$2.74M +117,558 New
FTS
162
Fifth Third Securities
Ohio
$2.74M -$31.9K -1,372 -1%
OMC
163
Old Mission Capital
Illinois
$2.67M -$1.12M -48,046 -30%
VWA
164
VERITY Wealth Advisors
United States
$2.66M -$61.4K -2,638 -2%
Cerity Partners
165
Cerity Partners
New York
$2.64M -$100K -4,302 -4%
ZF
166
Zhang Financial
Michigan
$2.64M -$99.6K -4,282 -4%
RC
167
Roundview Capital
New Jersey
$2.63M -$390K -16,748 -13%
AWE
168
Avidian Wealth Enterprises
Texas
$2.59M +$623K +26,778 +32%
GFP
169
Guardian Financial Partners
California
$2.53M +$133K +5,700 +6%
JP Morgan Chase
170
JP Morgan Chase
New York
$2.47M +$2.02M +86,984 +474%
RG
171
Retirement Group
California
$2.45M +$278K +11,946 +13%
MFGP
172
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.44M -$232K -9,958 -9%
TFA
173
Teamwork Financial Advisors
Texas
$2.43M +$1.74M +74,846 +259%
BBW
174
Blue Barn Wealth
Utah
$2.43M +$163K +7,020 +7%
KC
175
Kades & Cheifetz
Pennsylvania
$2.31M -$213K -9,174 -9%