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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
176
Econ Financial Services
Pennsylvania
$1.96M +$1.21M +53,516 +153%
AG
177
Appleton Group
Wisconsin
$1.93M -$70.5K -3,112 -3%
PWM
178
Perigon Wealth Management
California
$1.92M -$149K -6,568 -7%
VFIC
179
Valley Forge Investment Consultants
Pennsylvania
$1.89M +$171K +7,548 +10%
BA
180
Ballast Advisors
Minnesota
$1.89M +$55K +2,428 +3%
FWP
181
Firethorn Wealth Partners
Georgia
$1.87M +$135K +5,972 +8%
Lido Advisors
182
Lido Advisors
California
$1.87M -$273K -12,064 -12%
WA
183
WBH Advisory
Maryland
$1.83M +$773K +34,120 +70%
EHAM
184
Eagle Harbor Asset Management
Washington
$1.81M +$105K +4,622 +5%
GLLW
185
Graves Light Lenhart Wealth
Virginia
$1.79M -$293K -12,910 -14%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$1.76M +$216K +9,524 +14%
MFG
187
Midwest Financial Group
Kansas
$1.76M +$46K +2,030 +3%
NB
188
NBT Bank
New York
$1.74M +$113K +5,000 +7%
CW
189
CreativeOne Wealth
Kansas
$1.72M +$28.1K +1,240 +2%
IFG
190
Independent Financial Group
California
$1.66M +$164K +7,244 +11%
CWA
191
Clearview Wealth Advisors
Oregon
$1.64M -$6.07K -268 -0.4%
WANY
192
Wealthspire Advisors (New York)
New York
$1.63M +$906 +40 +0.1%
NL
193
NWAM LLC
Washington
$1.59M -$341K -15,044 -17%
EFM
194
Eley Financial Management
Vermont
$1.58M +$23K +1,016 +1%
CTWM
195
Cherry Tree Wealth Management
Minnesota
$1.56M +$308K +13,586 +24%
AA
196
Alesco Advisors
New York
$1.54M -$187K -8,260 -11%
BIA
197
Bigelow Investment Advisors
Maine
$1.51M -$45K -1,986 -3%
SPI
198
Sutton Place Investors
New York
$1.48M +$224K +9,898 +17%
FA
199
Faithward Advisors
Pennsylvania
$1.48M -$125K -5,500 -8%
LNC
200
Lincoln National Corp
Pennsylvania
$1.43M +$26.7K +1,178 +2%