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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
176
Lodestar Private Asset Management
California
$2.41M -$225K -9,942 -9%
MSFS
177
Main Street Financial Solutions
Pennsylvania
$2.37M +$222K +9,804 +10%
FD
178
Financial Designs
California
$2.36M -$8.48K -374 -0.4%
MCA
179
Magnolia Capital Advisors
Mississippi
$2.36M +$2.35M +103,630 New
MWA
180
MN Wealth Advisors
Kansas
$2.35M +$29.3K +1,292 +1%
FW
181
FullCircle Wealth
Texas
$2.35M +$2.32M +102,320 New
PWM
182
Perigon Wealth Management
California
$2.34M +$217K +9,576 +10%
LEFP
183
Leading Edge Financial Planning
Tennessee
$2.34M -$336K -14,804 -13%
CHA
184
Cooper/Haims Advisors
New York
$2.31M -$335K -14,760 -13%
CFMC
185
Curbstone Financial Management Corp
New Hampshire
$2.22M
KC
186
Kades & Cheifetz
Pennsylvania
$2.19M -$57.9K -2,556 -3%
CFGSD
187
Compass Financial Group (South Dakota)
South Dakota
$2.19M +$411K +18,126 +23%
OC
188
Oarsman Capital
Wisconsin
$2.17M +$885K +39,040 +70%
VA
189
Valmark Advisers
Ohio
$2.15M +$418K +18,424 +24%
AWE
190
Avidian Wealth Enterprises
Texas
$2.13M -$339K -14,936 -14%
SPI
191
Sutton Place Investors
New York
$2.11M -$110K -4,864 -5%
CW
192
CreativeOne Wealth
Kansas
$2.09M +$6.03K +266 +0.3%
SB
193
Strategic Blueprint
Georgia
$2.08M -$481K -21,244 -19%
IFG
194
Independent Financial Group
California
$2.07M +$45.3K +1,998 +2%
PMG
195
ProVise Management Group
Florida
$2.05M -$1.55M -68,362 -43%
BSB
196
Bangor Savings Bank
Maine
$2.05M -$537K -23,696 -21%
HPM
197
Hoxton Planning & Management
West Virginia
$2.05M +$614K +27,080 +43%
SAG
198
SageView Advisory Group
California
$2.02M
BA
199
Ballast Advisors
Minnesota
$1.95M +$81.6K +3,602 +4%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$1.95M -$677K -29,868 -26%