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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
201
JMG Financial Group
Illinois
$2.35M -$394K -16,974 -15%
CMBA
202
C.M. Bidwell & Associates
Hawaii
$2.33M +$315K +13,546 +16%
BBW
203
Blue Barn Wealth
Utah
$2.31M -$82.8K -3,565 -3%
OFS
204
Oldfather Financial Services
Nebraska
$2.28M +$1.63K +70 +0.1%
CWP
205
Core Wealth Partners
California
$2.27M +$269K +11,585 +14%
BA
206
Ballast Advisors
Minnesota
$2.23M +$76.8K +3,308 +4%
FWP
207
Firethorn Wealth Partners
Georgia
$2.18M -$147K -6,330 -6%
TA
208
Tactive Advisors
Florida
$2.17M +$1.42M +61,239 +196%
RPGK
209
Retirement Planning Group (Kansas)
Kansas
$2.15M -$116K -4,974 -5%
VFPW
210
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.15M -$85.7K -3,689 -4%
DWM
211
Diversify Wealth Management
Utah
$2.14M +$15.4K +665 +0.7%
SB
212
Strategic Blueprint
Georgia
$2.13M -$41.4K -1,783 -2%
WANY
213
Wealthspire Advisors (New York)
New York
$2.13M -$196K -8,426 -8%
VCP
214
Verus Capital Partners
Arizona
$2.11M +$255K +10,979 +14%
BCI
215
Brinker Capital Investments
Pennsylvania
$2.1M +$36.1K +1,552 +2%
RFG
216
Range Financial Group
Oregon
$2.08M +$203K +8,732 +11%
LA
217
LVW Advisors
New York
$2.08M +$163K +7,020 +9%
RFN
218
RDA Financial Network
Iowa
$2.08M +$91.9K +3,958 +5%
BIG
219
Bush Investment Group
Georgia
$2.06M +$162K +6,994 +9%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$2.06M -$730K -31,415 -26%
IA
221
Integrity Alliance
Iowa
$2.06M +$309K +13,302 +18%
Boston Partners
222
Boston Partners
Massachusetts
$2.05M +$2.03M +87,385 New
SWA
223
Sightline Wealth Advisors
Connecticut
$2.02M -$136K -5,856 -6%
BWM
224
Blossom Wealth Management
California
$1.99M +$95.5K +4,110 +5%
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
$1.98M -$79.3K -3,415 -4%