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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
201
Bigelow Investment Advisors
Maine
$1.74M -$2.35M -101,046 Closed
NB
202
NBT Bank
New York
$1.73M +$9.31K +400 +0.5%
CWA
203
Clearview Wealth Advisors
Oregon
$1.68M -$3.15M -135,422 -65%
SS
204
Simplicity Solutions
Minnesota
$1.67M +$1.65M +71,098 New
AI
205
Atria Investments
North Carolina
$1.66M +$1.65M +70,704 New
EFM
206
Eley Financial Management
Vermont
$1.64M -$60K -2,578 -4%
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$1.62M +$43.9K +1,888 +3%
OFG
208
OTA Financial Group
New York
$1.59M +$412K +17,726 +35%
IFG
209
Independent Financial Group
California
$1.55M +$30.8K +1,324 +2%
WFC
210
Western Financial Corp
California
$1.55M +$411K +17,648 +36%
LA
211
LexAurum Advisors
Kansas
$1.5M +$415K +17,848 +39%
ECM
212
Exchange Capital Management
Michigan
$1.49M -$99.6K -4,280 -6%
LNC
213
Lincoln National Corp
Pennsylvania
$1.48M +$129K +5,554 +10%
SPAS
214
Spectrum Planning & Advisory Services
California
$1.48M -$1.32M -56,696 -47%
BlackRock
215
BlackRock
New York
$1.45M -$609K -26,192 -30%
SPI
216
Sutton Place Investors
New York
$1.42M +$299K +12,872 +27%
HIF
217
Hill Island Financial
Michigan
$1.41M +$206K +8,854 +17%
OFG
218
Orcam Financial Group
California
$1.4M +$2.65K +114 +0.2%
LWM
219
Laidlaw Wealth Management
New York
$1.39M -$20.8K -896 -1%
T
220
TRUADVICE
Florida
$1.36M +$172K +7,406 +15%
CHA
221
Cooper/Haims Advisors
New York
$1.34M -$3.54M -152,262 -73%
WA
222
WBH Advisory
Maryland
$1.31M +$1.3M +55,880 New
TCM
223
Twele Capital Management
Minnesota
$1.3M -$71.3K -3,064 -5%
VNA
224
Valley National Advisers
Pennsylvania
$1.29M
MF
225
Manchester Financial
California
$1.29M +$8.19K +352 +0.6%