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Schwab U.S. Aggregate Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 188 | $4,321.37 | $4,191.46 | -$129.91 | -3.01% |
 Jill Grimes Centurion Wealth Management LLC | 36,947 | $816,529 | $822,721.02 | $6,192.02 | 0.76% |
 Daniel Guy Ethos Financial Group LLC | 13,104 | $309,263.32 | $292,022.64 | -$17,240.68 | -5.57% |
 Richard S. Levenson Western Financial Corp./CA | 27,786 | $644,580.09 | $619,211.01 | -$25,369.08 | -3.94% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 275,521 | $6.39M | $6.14M | -$249,115 | -3.9% |
 Loni Adams Daymark Wealth Partners LLC | 1.27M | $29.65M | $28.41M | -$1.24M | -4.19% |
 Stephen Cheifetz Kades & Cheifetz LLC | 100,804 | $2.3M | $2.25M | -$49,849.68 | -2.17% |
 Sheryl Stephens Stephens Consulting LLC | 4,113 | $95,347.58 | $91,617.07 | -$3,730.51 | -3.91% |
 Kevin Gray Lodestar Private Asset Management LLC | 76,169 | $1.78M | $1.7M | -$84,616.51 | -4.74% |
| TT Thaddeus Toal RCS Financial Planning LLC | 29,266 | $673,693.56 | $653,217.12 | -$20,476.44 | -3.04% |
 Crystal McKeon TSA Wealth Managment LLC | 1.02M | $23.82M | $22.81M | -$1.02M | -4.28% |
 Matthew Keyes Heritage Wealth Partners LLC | 55,294 | $1.28M | $1.23M | -$47,552.8 | -3.71% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 14,815 | $338,759.46 | $330,300.42 | -$8,459.04 | -2.5% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 19,269 | $440,841.71 | $430,276.77 | -$10,564.94 | -2.4% |
 Justin Halverson Great Waters Wealth Management | 42,695 | $1.01M | $951,244.6 | -$53,832.59 | -5.36% |
 Jesse Haller Compass Financial Group Inc./SD | 567,608 | $13M | $12.65M | -$347,647.72 | -2.67% |
| NH Nathaniel Holden Core Wealth Partners LLC | 27,540 | $644,244.69 | $614,555.1 | -$29,689.59 | -4.61% |
 David Stevens Stevens Capital Partners | 14,052 | $325,016 | $313,710.9 | -$11,305.1 | -3.48% |
 Michael Radoff LGT Financial Advisors LLC | 1,207 | $28,309.67 | $26,946.27 | -$1,363.4 | -4.82% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 75,995 | $1.74M | $1.69M | -$43,552.16 | -2.51% |
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