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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Diversify Wealth Management
Utah
$2.52M +$3.97M +169,748 +353%
MCA
177
Magnolia Capital Advisors
Mississippi
$2.46M
FD
178
Financial Designs
California
$2.45M -$10.3K -438 -0.4%
CFGSD
179
Compass Financial Group (South Dakota)
South Dakota
$2.41M +$124K +5,298 +6%
CHA
180
Cooper/Haims Advisors
New York
$2.4M -$5.76K -246 -0.2%
LEFP
181
Leading Edge Financial Planning
Tennessee
$2.39M -$56.4K -2,408 -2%
IFG
182
Independent Financial Group
California
$2.33M +$167K +7,116 +8%
MW
183
Maia Wealth
Colorado
$2.3M +$2.16M +92,304 +87%
CFMC
184
Curbstone Financial Management Corp
New Hampshire
$2.3M -$18.7K -800 -0.8%
Renaissance Technologies
185
Renaissance Technologies
New York
$2.26M +$2.23M +95,200 New
CW
186
CreativeOne Wealth
Kansas
$2.26M +$79.3K +3,386 +4%
CMAI
187
Capital Management Associates Inc
Minnesota
$2.25M +$2.21M +94,558 New
AWE
188
Avidian Wealth Enterprises
Texas
$2.23M +$6.46K +276 +0.3%
KC
189
Kades & Cheifetz
Pennsylvania
$2.22M -$60.1K -2,566 -3%
HPM
190
Hoxton Planning & Management
West Virginia
$2.21M +$70K +2,990 +3%
LPAM
191
Lodestar Private Asset Management
California
$2.21M -$302K -12,904 -12%
FIA
192
Foundations Investment Advisors
Arizona
$2.16M +$849K +36,266 +67%
SPI
193
Sutton Place Investors
New York
$2.08M -$109K -4,666 -5%
EFG
194
Elios Financial Group
Ohio
$2.08M +$2.05M +87,606 New
TW
195
Transform Wealth
Colorado
$2.08M +$126K +5,386 +7%
EHAM
196
Eagle Harbor Asset Management
Washington
$2.07M +$46.4K +1,982 +2%
CAG
197
Csenge Advisory Group
Florida
$2.06M +$2.82M +120,286 +216%
Citadel Advisors
198
Citadel Advisors
Florida
$2.05M -$577K -24,656 -22%
BA
199
Ballast Advisors
Minnesota
$2.04M +$5.71K +244 +0.3%
PMG
200
ProVise Management Group
Florida
$2.04M -$102K -4,346 -5%