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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
151
Wealthspire Advisors (New York)
New York
$3.33M -$763K -33,168 -19%
Cerity Partners
152
Cerity Partners
New York
$3.31M -$194M -8,452,938 -98%
NI
153
NYL Investors
New York
$3.3M +$285K +12,400 +9%
AF
154
Advisornet Financial
Minnesota
$3.24M -$3.31K -144 -0.1%
OFS
155
OneAscent Financial Services
Alabama
$3.17M -$161K -6,988 -5%
RWM
156
RKL Wealth Management
Pennsylvania
$3.12M +$58.9K +2,560 +2%
GFWA
157
Grey Fox Wealth Advisors
Delaware
$3.06M -$37.4K -1,628 -1%
OFG
158
Omega Financial Group
California
$3.01M +$74.2K +3,226 +3%
EWA
159
Emergent Wealth Advisors
New York
$3M -$341K -14,844 -10%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$3M -$572K -24,888 -16%
SFA
161
Seneca Financial Advisors
New York
$2.88M -$543K -23,596 -16%
AA
162
Ancora Advisors
Ohio
$2.76M -$105K -4,588 -4%
PCIA
163
Prime Capital Investment Advisors
Kansas
$2.76M +$1.27M +55,084 +85%
LEFP
164
Leading Edge Financial Planning
Tennessee
$2.71M -$65.5K -2,848 -2%
MCCP
165
Mission Creek Capital Partners
California
$2.68M -$1.03M -44,878 -28%
CHA
166
Cooper/Haims Advisors
New York
$2.67M -$2.76M -120,164 -51%
LPAM
167
Lodestar Private Asset Management
California
$2.66M -$480K -20,890 -15%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$2.65M -$4.86M -211,280 -65%
BSB
169
Bangor Savings Bank
Maine
$2.62M +$868K +37,762 +50%
SB
170
Strategic Blueprint
Georgia
$2.59M -$454K -19,760 -15%
FWP
171
Firethorn Wealth Partners
Georgia
$2.54M +$214K +9,326 +9%
BBW
172
Blue Barn Wealth
Utah
$2.53M -$14.9K -650 -0.6%
AWE
173
Avidian Wealth Enterprises
Texas
$2.49M -$154K -6,702 -6%
AG
174
Ascent Group
Virginia
$2.47M +$635K +27,632 +35%
GRP
175
Global Retirement Partners
California
$2.43M -$414K -18,010 -15%