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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
226
BOK Financial Private Wealth
Colorado
$305K -$46.8K -1,852 -13%
KFA
227
Kelleher Financial Advisors
New York
$303K +$288K +11,380 +1,859%
LCM
228
Liberty Capital Management
Michigan
$302K +$16.8K +664 +6%
CCA
229
Clearwater Capital Advisors
Illinois
$301K +$263K +10,424 +715%
AC
230
Alley Company
Illinois
$300K +$33.5K +1,324 +13%
MCM
231
Maple Capital Management
Vermont
$295K +$27.8K +1,100 +10%
GI
232
GS Investments
Minnesota
$291K +$4.8K +190 +2%
TFA
233
Toth Financial Advisory
Virginia
$289K +$1.87K +74 +0.7%
AWA
234
Acorn Wealth Advisors
Michigan
$288K -$19.1K -754 -6%
AG
235
Advisor Group
Arizona
$276K -$14K -554 -5%
HCA
236
Horan Capital Advisors
Ohio
$276K +$11.1K +440 +4%
FCIM
237
Fairview Capital Investment Management
California
$275K +$274K +10,850 New
AIP
238
Almanack Investment Partners
Pennsylvania
$273K -$1.81M -71,522 -87%
JP Morgan Chase
239
JP Morgan Chase
New York
$273K +$140K +5,546 +106%
SWP
240
Stratos Wealth Partners
Ohio
$271K -$69.8K -2,764 -21%
RPA
241
Rock Point Advisors
Vermont
$265K -$16.2K -640 -6%
PWA
242
Providence Wealth Advisors
Illinois
$264K +$263K +10,412 New
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$263K -$900K -35,616 -77%
UB
244
UMB Bank
Missouri
$249K
RCA
245
Rowland Carmichael Advisors
Arizona
$248K -$5.86K -232 -2%
OAM
246
Oxford Asset Management
United Kingdom
$242K -$53.8K -2,130 -18%
LWAC
247
Laurel Wealth Advisors (California)
California
$233K +$7.28K +288 +3%
RWM
248
Ritholtz Wealth Management
New York
$233K +$11.1K +440 +5%
AIA
249
Arcadia Investment Advisors
Idaho
$229K -$96.7K -3,828 -30%
EHC
250
Everett Harris & Co
California
$225K