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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
201
Koshinski Asset Management
Illinois
$1.53M +$11.8K +520 +0.8%
BAM
202
Belpointe Asset Management
Nevada
$1.49M -$82.6K -3,628 -5%
IFG
203
Independent Financial Group
California
$1.48M +$108K +4,726 +8%
TW
204
Transform Wealth
Colorado
$1.44M +$1.43M +63,000 New
Truist Financial
205
Truist Financial
North Carolina
$1.38M -$107K -4,712 -7%
LWM
206
Laidlaw Wealth Management
New York
$1.37M -$47.5K -2,088 -3%
AW
207
Avion Wealth
Texas
$1.36M
OFG
208
Orcam Financial Group
California
$1.36M -$3K -132 -0.2%
AP
209
Adero Partners
California
$1.35M -$113K -4,980 -8%
TCM
210
Twele Capital Management
Minnesota
$1.34M +$8.33K +366 +0.6%
LNC
211
Lincoln National Corp
Pennsylvania
$1.32M -$10.1K -444 -0.8%
FWP
212
Firethorn Wealth Partners
Georgia
$1.3M -$233K -10,226 -15%
LA
213
LVW Advisors
New York
$1.3M -$4.72M -207,342 -78%
VNA
214
Valley National Advisers
Pennsylvania
$1.29M -$6.89M -302,792 -85%
USCWA
215
U.S. Capital Wealth Advisors
Texas
$1.26M +$23K +1,012 +2%
ASI
216
Advisory Services & Investments
Oregon
$1.25M +$455 +20 +0%
MML Investors Services
217
MML Investors Services
Massachusetts
$1.25M +$372K +16,320 +43%
RA
218
RFG Advisory
Alabama
$1.25M +$1.21M +52,984 New
MF
219
Manchester Financial
California
$1.24M -$29.7K -1,304 -2%
BWA
220
Burt Wealth Advisors
Maryland
$1.24M +$705K +30,954 +132%
KAS
221
Kestra Advisory Services
Texas
$1.23M +$331K +14,526 +37%
GWM
222
GSB Wealth Management
Connecticut
$1.21M +$85.6K +3,762 +8%
MSWMA
223
Market Street Wealth Management Advisors
Indiana
$1.2M +$1.19M +52,456 New
T
224
TRUADVICE
Florida
$1.18M +$271K +11,884 +31%
BAM
225
Baldrige Asset Management
Pennsylvania
$1.18M -$25.2K -1,108 -2%