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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FF
151
Friedenthal Financial
New Jersey
$3.87M -$46.7K -2,012 -1%
LWA
152
Lifelong Wealth Advisors
Minnesota
$3.76M +$212K +9,123 +6%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$3.68M -$330K -14,212 -8%
VFS
154
Valpey Financial Services
New Hampshire
$3.67M +$157K +6,765 +5%
RIM
155
Redwood Investment Management
Arizona
$3.57M +$410K +17,653 +13%
EWM
156
Empirical Wealth Management
Washington
$3.55M -$156K -6,703 -4%
SWP
157
Strategic Wealth Partners
Ohio
$3.5M +$3.46M +149,021 New
BIM
158
Breakwater Investment Management
Washington
$3.5M -$375K -16,135 -10%
NI
159
NYL Investors
New York
$3.48M -$14.8K -639 -0.4%
CHA
160
Cooper/Haims Advisors
New York
$3.43M +$113K +4,879 +3%
SMG
161
Smart Money Group
Texas
$3.42M -$1.96M -84,385 -37%
PIMG
162
Patriot Investment Management Group
Tennessee
$3.37M -$115K -4,959 -3%
OC
163
Oarsman Capital
Wisconsin
$3.37M -$179K -7,718 -5%
HCWM
164
Hidden Cove Wealth Management
Washington
$3.34M -$102K -4,405 -3%
GFWA
165
Grey Fox Wealth Advisors
Delaware
$3.29M -$720 -31 -0%
GRP
166
Global Retirement Partners
California
$3.29M +$162K +6,968 +5%
FFA
167
Farther Finance Advisors
California
$3.25M +$2.49M +107,357 +347%
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$3.24M +$219K +9,409 +7%
NFTC
169
North Forty Two & Co
Oregon
$3.22M -$158K -6,803 -5%
CWM
170
Chesapeake Wealth Management
Virginia
$3.22M -$46K -1,980 -1%
LTL
171
Lowery Thomas LLC
California
$3.21M +$303K +13,056 +11%
EWA
172
Emergent Wealth Advisors
New York
$3.16M -$56.5K -2,433 -2%
HI
173
Harbour Investments
Wisconsin
$3.15M +$249K +10,722 +9%
CFMC
174
Curbstone Financial Management Corp
New Hampshire
$3.14M +$223K +9,600 +8%
KWS
175
Keystone Wealth Services
California
$3.12M +$3.09M +133,123 New