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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
176
Curtis Advisory Group
California
$1.46M +$648K +23,300 +81%
LNC
177
Lincoln National Corp
Pennsylvania
$1.46M +$33.9K +1,220 +2%
G
178
Gainplan
Michigan
$1.41M -$286K -10,284 -17%
Kovitz Investment Group Partners
179
Kovitz Investment Group Partners
Illinois
$1.38M +$1.36M +49,000 New
BFM
180
Broadview Financial Management
Wisconsin
$1.37M +$162K +5,826 +14%
FWM
181
Frontier Wealth Management
Missouri
$1.35M +$1.34M +48,064 New
WWM
182
WT Wealth Management
Arizona
$1.35M -$448K -16,086 -25%
BWM
183
BCS Wealth Management
Tennessee
$1.35M +$217K +7,812 +19%
IFG
184
Independent Financial Group
California
$1.35M -$61.4K -2,208 -4%
MML Investors Services
185
MML Investors Services
Massachusetts
$1.34M +$587K +21,098 +80%
AWA
186
Alaska Wealth Advisors
Alaska
$1.33M -$131K -4,704 -9%
Koshinski Asset Management
187
Koshinski Asset Management
Illinois
$1.32M +$217K +7,812 +20%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$411K +14,772 +46%
HSA
189
HBK Sorce Advisory
Pennsylvania
$1.3M +$10.5K +378 +0.8%
PWM
190
Perigon Wealth Management
California
$1.29M +$106K +3,806 +9%
FPCG
191
Fort Pitt Capital Group
Pennsylvania
$1.28M -$327K -11,770 -21%
NWS
192
Newport Wealth Strategies
California
$1.28M +$806K +28,980 +176%
FSWA
193
Financial Synergies Wealth Advisors
Texas
$1.24M -$5.17K -186 -0.4%
TWM
194
Triton Wealth Management
Arizona
$1.23M +$184K +6,624 +18%
FG
195
Fiduciary Group
Georgia
$1.21M -$20.5K -738 -2%
LIM
196
Lathrop Investment Management
Arkansas
$1.19M +$259K +9,300 +28%
MSWMA
197
Market Street Wealth Management Advisors
Indiana
$1.18M +$307K +11,044 +36%
SWM
198
Stockman Wealth Management
Montana
$1.18M
MWM
199
Maltin Wealth Management
New Jersey
$1.17M -$104K -3,736 -8%
VDI
200
Vaughan David Investments
Illinois
$1.17M -$188K -6,760 -14%