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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
151
HC Advisors
Georgia
$3.48M +$176K +7,874 +6%
CWM
152
Chesapeake Wealth Management
Virginia
$3.48M +$312K +13,928 +10%
SFA
153
Seneca Financial Advisors
New York
$3.47M +$2.21M +98,690 +197%
OFS
154
OneAscent Financial Services
Alabama
$3.37M -$179K -7,990 -5%
EWA
155
Emergent Wealth Advisors
New York
$3.34M +$3.19M +142,778 New
AF
156
Advisornet Financial
Minnesota
$3.29M -$420K -18,760 -12%
CAG
157
Curtis Advisory Group
California
$3.28M +$336K +15,026 +12%
Cerity Partners
158
Cerity Partners
New York
$3.2M +$188M +8,416,850 +4,671%
AI
159
Atria Investments
North Carolina
$3.18M -$335K -14,966 -10%
LPAM
160
Lodestar Private Asset Management
California
$3.18M -$2.08M -92,860 -40%
FTS
161
Fifth Third Securities
Ohio
$3.16M +$205K +9,164 +7%
GFWA
162
Grey Fox Wealth Advisors
Delaware
$3.13M -$232K -10,360 -7%
RWM
163
RKL Wealth Management
Pennsylvania
$3.1M +$8.99K +402 +0.3%
JWM
164
Janiczek Wealth Management
Colorado
$3.1M -$457K -20,408 -13%
SB
165
Strategic Blueprint
Georgia
$3.09M -$1.07M -47,794 -27%
NI
166
NYL Investors
New York
$3.05M -$98.4K -4,400 -3%
SMG
167
Smart Money Group
Texas
$3.03M +$2.9M +129,848 New
OFG
168
Omega Financial Group
California
$2.98M -$430K -19,212 -13%
CF
169
Corrigan Financial
Rhode Island
$2.91M -$366K -16,368 -12%
AA
170
Ancora Advisors
Ohio
$2.9M -$326K -14,578 -10%
GRP
171
Global Retirement Partners
California
$2.86M -$882K -39,412 -24%
LEFP
172
Leading Edge Financial Planning
Tennessee
$2.81M -$241K -10,788 -8%
BCWM
173
Bartlett & Co Wealth Management
Ohio
$2.68M -$940K -42,006 -27%
BC
174
Bartlett & Co
Ohio
$2.68M -$940K -42,006 -27%
AWE
175
Avidian Wealth Enterprises
Texas
$2.68M -$934K -41,744 -27%