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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
151
Curi RMB Capital
Illinois
$4.11M -$297K -12,645 -7%
FFA
152
Farther Finance Advisors
California
$4.11M +$880K +37,496 +27%
RIM
153
Redwood Investment Management
Arizona
$4.1M +$546K +23,252 +15%
VWA
154
VSM Wealth Advisory
Maryland
$4.1M +$4.12M +175,508 New
CFG
155
Cassilly Financial Group
Maryland
$4.07M +$4.09M +174,069 New
BBWP
156
Beacon Bridge Wealth Partners
Pennsylvania
$4.07M -$944K -40,190 -19%
PWM
157
Perigon Wealth Management
California
$4.06M +$192K +8,196 +5%
CA
158
Chatterton & Associates
California
$4M +$4.01M +170,971 New
SAG
159
SageView Advisory Group
California
$3.99M -$469K -19,992 -10%
EWM
160
Empirical Wealth Management
Washington
$3.8M +$262K +11,169 +7%
VFS
161
Valpey Financial Services
New Hampshire
$3.75M +$91.6K +3,899 +2%
BMWS
162
Brady Martz Wealth Solutions
North Dakota
$3.72M -$678K -28,868 -15%
SPAS
163
Spectrum Planning & Advisory Services
California
$3.68M -$220K -9,381 -6%
CFA
164
Cahill Financial Advisors
Minnesota
$3.67M +$1.84M +78,323 +99%
KF
165
Krilogy Financial
Missouri
$3.62M -$487K -20,732 -12%
CFMC
166
Curbstone Financial Management Corp
New Hampshire
$3.61M +$487K +20,750 +16%
LTL
167
Lowery Thomas LLC
California
$3.57M +$369K +15,718 +11%
NI
168
NYL Investors
New York
$3.55M +$88.9K +3,787 +3%
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$3.55M -$117K -4,978 -3%
FIA
170
Foundations Investment Advisors
Arizona
$3.5M +$400K +17,030 +13%
GRP
171
Global Retirement Partners
California
$3.44M +$171K +7,295 +5%
CHA
172
Cooper/Haims Advisors
New York
$3.44M +$22.1K +940 +0.6%
BIM
173
Breakwater Investment Management
Washington
$3.42M -$64.4K -2,744 -2%
PIMG
174
Patriot Investment Management Group
Tennessee
$3.33M -$32.8K -1,398 -1%
RFG
175
Range Financial Group
Oregon
$3.3M +$1.23M +52,448 +59%