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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
176
Centaurus Financial
California
$1.66M -$22.5K -946 -1%
CW
177
CreativeOne Wealth
Kansas
$1.64M +$26.5K +1,112 +2%
ECM
178
Exchange Capital Management
Michigan
$1.61M -$48.7K -2,046 -3%
BA
179
Ballast Advisors
Minnesota
$1.61M +$209K +8,784 +14%
PWM
180
Perigon Wealth Management
California
$1.59M +$52.5K +2,206 +3%
BAM
181
Belpointe Asset Management
Nevada
$1.56M -$42.4K -1,780 -3%
TNA
182
True North Advisors
Texas
$1.55M +$18.3K +770 +1%
FWP
183
Firethorn Wealth Partners
Georgia
$1.52M -$168K -7,044 -9%
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$1.51M -$758K -31,856 -32%
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
$1.51M +$33.7K +1,414 +2%
Truist Financial
186
Truist Financial
North Carolina
$1.48M -$96.5K -4,052 -6%
Cerity Partners
187
Cerity Partners
New York
$1.46M -$124K -5,212 -7%
HSA
188
HBK Sorce Advisory
Pennsylvania
$1.45M -$431K -18,120 -22%
CMBA
189
C.M. Bidwell & Associates
Hawaii
$1.42M -$549K -23,074 -27%
MWM
190
Maripau Wealth Management
Indiana
$1.42M +$31K +1,304 +2%
AP
191
Adero Partners
California
$1.42M +$6.14K +258 +0.4%
LWM
192
Laidlaw Wealth Management
New York
$1.41M -$452K -18,968 -23%
FCH
193
Freestone Capital Holdings
Washington
$1.38M -$402K -16,900 -22%
AW
194
Avion Wealth
Texas
$1.36M -$290K -12,196 -17%
IFG
195
Independent Financial Group
California
$1.36M -$7.05K -296 -0.5%
OFG
196
Orcam Financial Group
California
$1.35M -$14.8K -622 -1%
RRCM
197
Rappaport Reiches Capital Management
Illinois
$1.35M -$73.6K -3,092 -5%
VAS
198
Valicenti Advisory Services
New York
$1.34M -$469K -19,680 -25%
TCM
199
Twele Capital Management
Minnesota
$1.32M -$160K -6,706 -10%
LNC
200
Lincoln National Corp
Pennsylvania
$1.32M +$104K +4,368 +8%