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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
201
Manchester Financial
California
$1.26M +$27.4K +1,150 +2%
ASI
202
Advisory Services & Investments
Oregon
$1.24M -$750K -31,482 -36%
USCWA
203
U.S. Capital Wealth Advisors
Texas
$1.23M +$6.57K +276 +0.5%
GVAG
204
Great Valley Advisor Group
Delaware
$1.2M +$663K +27,836 +110%
BAM
205
Baldrige Asset Management
Pennsylvania
$1.2M +$36.3K +1,526 +3%
WP
206
WealthShield Partners
North Carolina
$1.16M +$7.9K +332 +0.7%
MLA
207
My Legacy Advisors
Oregon
$1.16M +$715K +30,026 +137%
OWM
208
Opes Wealth Management
California
$1.14M -$88.2K -3,704 -7%
RJT
209
Raymond James Trust
Florida
$1.14M +$1.2M +50,318 New
GWM
210
GSB Wealth Management
Connecticut
$1.12M +$92.2K +3,874 +9%
LAIC
211
Lederer & Associates Investment Counsel
California
$1.11M -$114K -4,794 -9%
WFC
212
Western Financial Corp
California
$1.11M +$13.3K +558 +1%
NDSI
213
Newman Dignan & Sheerar Inc
Rhode Island
$1.09M -$1.02M -43,026 -47%
CA
214
Cetera Advisors
Colorado
$1.08M -$429 -18 -0%
BRWA
215
B. Riley Wealth Advisors
Florida
$1.07M -$452K -18,984 -29%
KWM
216
Kingsview Wealth Management
Oregon
$1.05M -$15.7K -658 -1%
CWM
217
Congress Wealth Management
Massachusetts
$1.03M +$28.8K +1,208 +3%
GCA
218
Gradient Capital Advisors
California
$1.02M -$420K -17,626 -28%
SPI
219
Sutton Place Investors
New York
$1.02M +$173K +7,248 +19%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$1.01M -$228K -9,556 -18%
JWA
221
JFS Wealth Advisors
Pennsylvania
$997K -$80.8K -3,394 -7%
AACR
222
ACR Alpine Capital Research
Missouri
$991K -$47.1K -1,980 -4%
MWP
223
Meridian Wealth Partners
Pennsylvania
$986K +$4.14K +174 +0.4%
IWM
224
IHT Wealth Management
Illinois
$981K +$1.03M +43,302 New
BWM
225
Blossom Wealth Management
California
$977K -$26.5K -1,112 -3%