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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
176
Bogart Wealth LLC
Virginia
$1.67M -$124K -4,510 -7%
IFG
177
Independent Financial Group
California
$1.62M -$1.12M -40,754 -41%
AIM
178
AMI Investment Management
Indiana
$1.62M -$95.1K -3,468 -6%
BWM
179
BCS Wealth Management
Tennessee
$1.59M +$91.4K +3,334 +6%
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$1.58M +$504K +18,392 +46%
PWM
181
Perigon Wealth Management
California
$1.57M +$27.1K +988 +2%
USCWA
182
U.S. Capital Wealth Advisors
Texas
$1.52M +$1.54M +56,008 New
JWA
183
JFS Wealth Advisors
Pennsylvania
$1.5M -$529K -19,298 -26%
LAIC
184
Lederer & Associates Investment Counsel
California
$1.49M -$47.8K -1,744 -3%
OFG
185
OTA Financial Group
New York
$1.49M +$1.51M +54,918 New
LNC
186
Lincoln National Corp
Pennsylvania
$1.46M +$548 +20 +0%
CB
187
Commerce Bank
Missouri
$1.45M -$998K -36,410 -40%
CST
188
Charles Schwab Trust
Nevada
$1.45M -$84.3K -3,074 -5%
CM
189
Columbus Macro
Pennsylvania
$1.41M
LF
190
Lee Financial
Texas
$1.41M
AW
191
Avion Wealth
Texas
$1.4M -$158K -5,746 -10%
FC
192
FCA Corp
Texas
$1.39M +$4K +146 +0.3%
AACR
193
ACR Alpine Capital Research
Missouri
$1.37M +$27.9K +1,018 +2%
CA
194
Cetera Advisors
Colorado
$1.35M -$13K -474 -0.9%
Truist Financial
195
Truist Financial
North Carolina
$1.33M +$41.7K +1,522 +3%
BI
196
Berkeley Inc
Idaho
$1.32M -$48K -1,750 -3%
MAM
197
Marquette Asset Management
Minnesota
$1.32M -$26.5K -966 -2%
MF
198
Manchester Financial
California
$1.32M +$45K +1,640 +3%
SWM
199
Stockman Wealth Management
Montana
$1.3M
WA
200
WBH Advisory
Maryland
$1.29M +$98.8K +3,602 +8%