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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NI
151
NYL Investors
New York
$3.11M +$32.6K +1,400 +1%
CWM
152
Chesapeake Wealth Management
Virginia
$3.1M -$73.8K -3,172 -2%
BSB
153
Bangor Savings Bank
Maine
$3.09M -$414K -17,808 -12%
RWM
154
RKL Wealth Management
Pennsylvania
$3.08M -$977 -42 -0%
AI
155
Atria Investments
North Carolina
$3.07M +$1.45M +62,480 +88%
1WM
156
1900 Wealth Management
Texas
$2.95M +$58.9K +2,532 +2%
WP
157
WealthPLAN Partners
Nebraska
$2.95M -$211K -9,052 -7%
SWM
158
SeaCrest Wealth Management
New York
$2.85M -$98.7K -4,242 -3%
CAG
159
Curtis Advisory Group
California
$2.85M -$74.9K -3,218 -3%
FTS
160
Fifth Third Securities
Ohio
$2.78M +$88.7K +3,810 +3%
TW
161
Transform Wealth
Colorado
$2.77M -$181K -7,792 -6%
SCM
162
SevenOneSeven Capital Management
Pennsylvania
$2.7M -$16.8K -720 -0.6%
AWE
163
Avidian Wealth Enterprises
Texas
$2.68M +$140K +6,000 +5%
MFGP
164
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.62M +$222K +9,546 +9%
JP Morgan Chase
165
JP Morgan Chase
New York
$2.59M +$157K +6,746 +6%
VWA
166
VERITY Wealth Advisors
United States
$2.58M -$36.3K -1,560 -1%
EGWAG
167
Elwood & Goetz Wealth Advisory Group
Georgia
$2.44M -$276K -11,858 -10%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$2.43M -$390K -16,752 -14%
WHCI
169
W.H. Cornerstone Investments
Massachusetts
$2.36M +$406K +17,438 +21%
BBW
170
Blue Barn Wealth
Utah
$2.35M -$41.7K -1,794 -2%
Lido Advisors
171
Lido Advisors
California
$2.23M +$410K +17,606 +22%
ZF
172
Zhang Financial
Michigan
$2.23M -$370K -15,888 -14%
CFMC
173
Curbstone Financial Management Corp
New Hampshire
$2.21M -$34.9K -1,500 -2%
KC
174
Kades & Cheifetz
Pennsylvania
$2.2M -$81K -3,482 -4%
GLLW
175
Graves Light Lenhart Wealth
Virginia
$2.19M -$72.7K -3,124 -3%