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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
201
B. Riley Wealth Advisors
Florida
$1.67M -$99.5K -3,832 -5%
PWM
202
Perigon Wealth Management
California
$1.67M +$70.2K +2,702 +4%
HSA
203
HBK Sorce Advisory
Pennsylvania
$1.64M -$68K -2,620 -4%
GWM
204
GSB Wealth Management
Connecticut
$1.62M -$214K -8,250 -11%
AP
205
Adero Partners
California
$1.62M -$309K -11,914 -16%
Koshinski Asset Management
206
Koshinski Asset Management
Illinois
$1.61M +$82.7K +3,186 +5%
BA
207
Ballast Advisors
Minnesota
$1.56M +$442K +17,002 +38%
WP
208
WealthShield Partners
North Carolina
$1.5M -$748K -28,800 -33%
CCM
209
Crabel Capital Management
California
$1.49M -$1.49M -57,452 -49%
IFG
210
Independent Financial Group
California
$1.48M +$67.5K +2,600 +5%
CST
211
Charles Schwab Trust
Nevada
$1.46M +$240K +9,232 +19%
BAM
212
Belpointe Asset Management
Nevada
$1.46M +$1.4M +53,758 +1,366%
LAIC
213
Lederer & Associates Investment Counsel
California
$1.41M -$65.9K -2,536 -4%
CCG
214
Capital CS Group
California
$1.41M +$1.45M +55,884 New
OWM
215
Opes Wealth Management
California
$1.41M -$105K -4,026 -7%
BWA
216
Burt Wealth Advisors
Maryland
$1.4M -$1.73M -66,628 -55%
MF
217
Manchester Financial
California
$1.4M +$99.5K +3,830 +7%
WP
218
WealthPLAN Partners
Nebraska
$1.4M +$420K +16,160 +39%
WIM
219
WealthPlan Investment Management
Nebraska
$1.4M +$1.5M +57,636 New
PAG
220
Private Advisor Group
New Jersey
$1.39M +$55.8K +2,148 +4%
BIP
221
Blueprint Investment Partners
North Carolina
$1.38M -$1.04M -40,108 -38%
HWMA
222
Heritage Wealth Management (Arizona)
Arizona
$1.38M +$1.42M +54,544 New
USCWA
223
U.S. Capital Wealth Advisors
Texas
$1.37M +$3.01K +116 +0.2%
TFA
224
Teamwork Financial Advisors
Texas
$1.36M +$1.4M +53,800 New
RTL
225
Red Tortoise LLC
Georgia
$1.36M +$559K +21,508 +67%