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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
176
BlackRock
New York
$2.01M +$1.29M +56,682 +180%
WANY
177
Wealthspire Advisors (New York)
New York
$1.97M +$44.8K +1,966 +2%
MWM
178
Maripau Wealth Management
Indiana
$1.95M +$428K +18,796 +30%
AA
179
Alesco Advisors
New York
$1.92M -$219K -9,636 -10%
AWE
180
Avidian Wealth Enterprises
Texas
$1.9M +$199K +8,730 +12%
GFWA
181
Grey Fox Wealth Advisors
Delaware
$1.89M +$1.89M +82,946 New
SBL
182
Sargent Bickham Lagudis
Colorado
$1.88M -$496K -21,800 -21%
SFMG
183
Sage Financial Management Group
Virginia
$1.82M +$1.82M +79,970 New
KFS
184
Kaizen Financial Strategies
California
$1.82M -$25.7K -1,128 -1%
VFIC
185
Valley Forge Investment Consultants
Pennsylvania
$1.79M +$118K +5,196 +7%
AWC
186
Adamsbrown Wealth Consultants
Kansas
$1.78M -$598K -26,268 -25%
SC
187
Savant Capital
Illinois
$1.75M -$166K -7,310 -9%
WHCI
188
W.H. Cornerstone Investments
Massachusetts
$1.72M -$26.5K -1,164 -2%
HA
189
HC Advisors
Georgia
$1.71M -$88.3K -3,880 -5%
BA
190
Ballast Advisors
Minnesota
$1.71M +$85.6K +3,762 +5%
NB
191
NBT Bank
New York
$1.67M -$259K -11,396 -13%
AWA
192
Alaska Wealth Advisors
Alaska
$1.67M -$16.4K -720 -1%
RJA
193
Raymond James & Associates
Florida
$1.66M +$1.65M +72,662 New
EFM
194
Eley Financial Management
Vermont
$1.65M +$1.65M +72,426 New
SCM
195
SevenOneSeven Capital Management
Pennsylvania
$1.63M -$98.6K -4,332 -6%
CW
196
CreativeOne Wealth
Kansas
$1.62M -$31.9K -1,400 -2%
PWM
197
Perigon Wealth Management
California
$1.61M +$6.1K +268 +0.4%
EHAM
198
Eagle Harbor Asset Management
Washington
$1.58M +$850K +37,334 +61%
ECM
199
Exchange Capital Management
Michigan
$1.55M -$75.7K -3,324 -5%
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$1.55M +$21.4K +940 +1%