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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
151
Patriot Investment Management Group
Tennessee
$3.77M -$110K -4,766 -3%
VI
152
VanderPol Investments
Michigan
$3.65M -$463K -20,021 -11%
PWM
153
Perigon Wealth Management
California
$3.65M +$1.25M +54,094 +51%
5W
154
5T Wealth
California
$3.64M +$3.71M +160,453 New
EWM
155
Empirical Wealth Management
Washington
$3.61M -$257K -11,116 -7%
GFWA
156
Grey Fox Wealth Advisors
Delaware
$3.49M +$458K +19,845 +15%
HI
157
Harbour Investments
Wisconsin
$3.45M -$25.9K -1,121 -0.7%
NI
158
NYL Investors
New York
$3.43M +$213K +9,200 +6%
RWM
159
Rialto Wealth Management
New York
$3.43M +$3.49M +151,183 New
AWM
160
Apollon Wealth Management
South Carolina
$3.38M -$27.5K -1,192 -0.8%
HWM
161
HB Wealth Management
Georgia
$3.38M +$3.1M +134,374 +938%
LWA
162
Lifelong Wealth Advisors
Minnesota
$3.34M +$3.4M +147,284 New
MLA
163
My Legacy Advisors
Oregon
$3.33M +$138K +5,955 +4%
SMG
164
Smart Money Group
Texas
$3.3M -$5.18M -224,183 -61%
CWM
165
Chesapeake Wealth Management
Virginia
$3.29M -$60.7K -2,626 -2%
VA
166
Valmark Advisers
Ohio
$3.2M +$503K +21,783 +18%
MSFS
167
Main Street Financial Solutions
Pennsylvania
$3.17M +$369K +15,953 +13%
EWA
168
Emergent Wealth Advisors
New York
$3.11M +$135K +5,857 +4%
NFTC
169
North Forty Two & Co
Oregon
$3.07M +$3.12M +135,252 New
CHA
170
Cooper/Haims Advisors
New York
$3.01M +$726K +31,425 +31%
LTL
171
Lowery Thomas LLC
California
$2.98M +$568K +24,567 +23%
RIM
172
Redwood Investment Management
Arizona
$2.96M +$237K +10,241 +9%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$2.92M -$1.64M -70,805 -35%
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$2.87M +$164K +7,090 +6%
HPM
175
Hoxton Planning & Management
West Virginia
$2.86M +$758K +32,822 +35%