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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Chesapeake Wealth Management
Virginia
$3M +$27.7K +1,224 +0.9%
NI
152
NYL Investors
New York
$2.99M +$18.1K +800 +0.6%
RWM
153
RKL Wealth Management
Pennsylvania
$2.93M -$17.9K -790 -0.6%
LEFP
154
Leading Edge Financial Planning
Tennessee
$2.9M -$162K -7,144 -5%
BSB
155
Bangor Savings Bank
Maine
$2.9M -$69.9K -3,084 -2%
FTS
156
Fifth Third Securities
Ohio
$2.79M +$132K +5,822 +5%
CAG
157
Curtis Advisory Group
California
$2.78M +$54K +2,382 +2%
SWM
158
SeaCrest Wealth Management
New York
$2.72M -$15.5K -684 -0.6%
MFGP
159
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.72M +$212K +9,336 +8%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$2.68M +$2.74M +121,096 New
CWM
161
Cedar Wealth Management
California
$2.65M -$469K -20,684 -15%
SCM
162
SevenOneSeven Capital Management
Pennsylvania
$2.64M +$2.95K +130 +0.1%
VWA
163
VERITY Wealth Advisors
United States
$2.64M +$167K +7,368 +7%
AA
164
AlphaQ Advisors
Florida
$2.53M -$2.52M -111,400 -49%
GFP
165
Guardian Financial Partners
California
$2.49M +$2.55M +112,408 New
Citadel Advisors
166
Citadel Advisors
Florida
$2.47M +$2.12M +93,564 +516%
BBW
167
Blue Barn Wealth
Utah
$2.37M +$125K +5,506 +5%
PCA
168
Pallas Capital Advisors
Massachusetts
$2.25M +$566K +24,964 +32%
KC
169
Kades & Cheifetz
Pennsylvania
$2.22M +$122K +5,392 +6%
WHCI
170
W.H. Cornerstone Investments
Massachusetts
$2.22M -$43.2K -1,906 -2%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$2.15M -$185K -8,176 -8%
CFMC
172
Curbstone Financial Management Corp
New Hampshire
$2.12M
MWM
173
Maripau Wealth Management
Indiana
$2.07M +$23.8K +1,050 +1%
CWM
174
Congress Wealth Management
Massachusetts
$2.07M -$13.6M -601,844 -87%
RG
175
Retirement Group
California
$2.04M -$6.12K -270 -0.3%