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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
201
MML Investors Services
Massachusetts
$1.37M -$380K -13,598 -22%
Truist Financial
202
Truist Financial
North Carolina
$1.36M -$405K -14,496 -23%
LFA
203
Landmark Financial Advisors
Kentucky
$1.35M -$122K -4,372 -8%
EH
204
Equitable Holdings
New York
$1.34M -$1.49M -53,116 -53%
LAIC
205
Lederer & Associates Investment Counsel
California
$1.32M +$370K +13,222 +39%
PA
206
Parallel Advisors
California
$1.29M +$226K +8,080 +21%
AWM
207
Avior Wealth Management
Nebraska
$1.29M +$142K +5,086 +12%
MSWMA
208
Market Street Wealth Management Advisors
Indiana
$1.28M +$37.5K +1,342 +3%
HB
209
Homrich & Berg
Georgia
$1.24M +$363K +12,982 +42%
ASN
210
Advisory Services Network
Georgia
$1.21M +$480K +17,170 +66%
LIM
211
Lathrop Investment Management
Arkansas
$1.21M -$44.9K -1,604 -4%
FI
212
FormulaFolio Investments
Michigan
$1.2M -$54.1K -1,936 -4%
SDWMA
213
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.19M +$3.02K +108 +0.3%
BFM
214
Broadview Financial Management
Wisconsin
$1.17M -$199K -7,122 -15%
PWMG
215
Prestige Wealth Management Group
New Jersey
$1.13M +$954K +34,116 +542%
RF
216
RHS Financial
California
$1.12M -$338K -12,096 -23%
5L
217
55I LLC
Massachusetts
$1.11M +$54.6K +1,954 +5%
FG
218
Fiduciary Group
Georgia
$1.05M -$41.8K -1,494 -4%
FPCG
219
Fort Pitt Capital Group
Pennsylvania
$1.05M +$306K +10,950 +41%
KWA
220
KCS Wealth Advisory
California
$1.05M +$255K +9,106 +32%
SFS
221
Sowell Financial Services
Arkansas
$1.04M +$1.9K +68 +0.2%
BWL
222
Bogart Wealth LLC
Virginia
$1.03M -$1.7M -60,944 -62%
Cetera Investment Advisers
223
Cetera Investment Advisers
Illinois
$1.03M -$84.2K -3,012 -8%
G
224
Gainplan
Michigan
$1.01M -$291K -10,424 -22%
EVC
225
Eidelman Virant Capital
Missouri
$1.01M +$13.7K +490 +1%