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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
176
BCS Wealth Management
Tennessee
$1.55M +$12.4K +450 +0.8%
GWM
177
GSB Wealth Management
Connecticut
$1.53M +$1.56M +56,906 New
CST
178
Charles Schwab Trust
Nevada
$1.49M +$543K +19,770 +56%
PWM
179
Perigon Wealth Management
California
$1.47M +$71.8K +2,614 +5%
LNC
180
Lincoln National Corp
Pennsylvania
$1.45M +$384 +14 +0%
MFGP
181
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.44M +$1.04K +38 +0.1%
PA
182
Parallel Advisors
California
$1.42M +$181K +6,602 +14%
CM
183
Columbus Macro
Pennsylvania
$1.4M
FC
184
FCA Corp
Texas
$1.4M +$11.3K +412 +0.8%
BI
185
Berkeley Inc
Idaho
$1.39M -$13.1K -478 -0.9%
Koshinski Asset Management
186
Koshinski Asset Management
Illinois
$1.36M +$5.93K +216 +0.4%
AACR
187
ACR Alpine Capital Research
Missouri
$1.35M -$387K -14,106 -22%
AWM
188
Avior Wealth Management
Nebraska
$1.35M +$108K +3,952 +9%
MAM
189
Marquette Asset Management
Minnesota
$1.34M -$271K -9,884 -17%
Truist Financial
190
Truist Financial
North Carolina
$1.33M +$15K +546 +1%
AHC
191
Anderson Hoagland & Co
Missouri
$1.33M +$661K +24,094 +96%
MF
192
Manchester Financial
California
$1.31M -$1.48M -53,894 -53%
BO
193
BRR OpCo
Ohio
$1.29M +$409K +14,884 +45%
PAG
194
Private Advisor Group
New Jersey
$1.28M +$389K +14,162 +43%
EH
195
Equitable Holdings
New York
$1.28M -$19.5K -712 -1%
WFA
196
Wipfli Financial Advisors
Wisconsin
$1.26M +$341K +12,414 +36%
LFA
197
Landmark Financial Advisors
Kentucky
$1.24M -$76.1K -2,772 -6%
SDWMA
198
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.21M +$66.2K +2,410 +6%
ASN
199
Advisory Services Network
Georgia
$1.18M +$11.5K +420 +1%
SWM
200
Stockman Wealth Management
Montana
$1.16M -$220K -8,000 -16%