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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
176
Patriot Financial Group Insurance Agency
Massachusetts
$3.26M +$33.1K +1,409 +1%
SMG
177
Smart Money Group
Texas
$3.26M -$150K -6,401 -4%
GFWA
178
Grey Fox Wealth Advisors
Delaware
$3.25M -$26.2K -1,114 -0.8%
KWS
179
Keystone Wealth Services
California
$3.24M +$130K +5,555 +4%
HCWM
180
Hidden Cove Wealth Management
Washington
$3.22M -$106K -4,514 -3%
FF
181
Friedenthal Financial
New Jersey
$3.21M -$647K -27,570 -17%
CWM
182
Chesapeake Wealth Management
Virginia
$3.21M +$6.08K +259 +0.2%
VIA
183
Victrix Investment Advisors
Florida
$3.19M +$3.2M +136,337 New
EWA
184
Emergent Wealth Advisors
New York
$3.18M +$31.1K +1,326 +1%
OC
185
Oarsman Capital
Wisconsin
$3.06M -$297K -12,649 -9%
HI
186
Harbour Investments
Wisconsin
$3.05M -$95.9K -4,086 -3%
NFTC
187
North Forty Two & Co
Oregon
$3.04M -$164K -7,000 -5%
RTL
188
Red Tortoise LLC
Georgia
$3.03M +$31.4K +1,338 +1%
ZF
189
Zhang Financial
Michigan
$2.98M +$485K +20,637 +19%
TCRG
190
Twin Cities Retirement Group
Minnesota
$2.98M +$2.99M +127,467 New
IA
191
Integrity Alliance
Iowa
$2.91M +$868K +36,969 +42%
SCFS
192
Stewardship Concepts Financial Services
Washington
$2.88M +$2.89M +123,163 New
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$2.87M +$2.04M +86,804 +240%
VA
194
Valmark Advisers
Ohio
$2.85M +$243K +10,350 +9%
CWM
195
Curtis Wealth Management
Nevada
$2.82M +$2.82M +120,239 New
5W
196
5T Wealth
California
$2.82M -$174K -7,412 -6%
AIA
197
Aventus Investment Advisors
Florida
$2.76M +$1.66M +70,635 +148%
CW
198
CreativeOne Wealth
Kansas
$2.76M +$161K +6,864 +6%
WF
199
WealthPoint Financial
North Carolina
$2.72M +$2.74M +116,565 New
CFO
200
CVA Family Office
Colorado
$2.72M +$317K +13,480 +13%