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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
151
Curbstone Financial Management Corp
New Hampshire
$4.35M +$773K +33,050 +21%
LWA
152
Lifelong Wealth Advisors
Minnesota
$4.3M +$137K +5,855 +3%
PWM
153
Perigon Wealth Management
California
$4.28M +$251K +10,712 +6%
CFG
154
Cassilly Financial Group
Maryland
$4.22M +$176K +7,511 +4%
VWA
155
VSM Wealth Advisory
Maryland
$4.14M +$67.1K +2,868 +2%
RIM
156
Redwood Investment Management
Arizona
$4.14M +$64.9K +2,774 +2%
BBWP
157
Beacon Bridge Wealth Partners
Pennsylvania
$4.05M +$11.1K +476 +0.3%
CRC
158
Curi RMB Capital
Illinois
$3.96M -$127K -5,416 -3%
LTL
159
Lowery Thomas LLC
California
$3.87M +$330K +14,114 +9%
VFS
160
Valpey Financial Services
New Hampshire
$3.84M +$114K +4,865 +3%
SMG
161
Smart Money Group
Texas
$3.8M +$572K +24,442 +18%
OMC
162
Old Mission Capital
Illinois
$3.72M +$3.75M +160,392 New
NI
163
NYL Investors
New York
$3.66M +$133K +5,677 +4%
CFA
164
Cahill Financial Advisors
Minnesota
$3.65M +$374 +16 +0%
HWM
165
Heirloom Wealth Management
Colorado
$3.6M +$3.63M +154,967 New
RFG
166
Range Financial Group
Oregon
$3.57M +$296K +12,635 +9%
SPAS
167
Spectrum Planning & Advisory Services
California
$3.5M -$160K -6,832 -4%
5W
168
5T Wealth
California
$3.46M +$666K +28,475 +24%
HI
169
Harbour Investments
Wisconsin
$3.46M +$440K +18,794 +14%
TA
170
TPG Advisors
Illinois
$3.45M -$784K -33,482 -18%
RTL
171
Red Tortoise LLC
Georgia
$3.45M +$438K +18,703 +14%
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$3.42M -$112K -4,771 -3%
VIA
173
Victrix Investment Advisors
Florida
$3.41M +$251K +10,724 +8%
CHA
174
Cooper/Haims Advisors
New York
$3.36M -$64K -2,736 -2%
KF
175
Krilogy Financial
Missouri
$3.33M -$266K -11,361 -7%