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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Advisor Group
Arizona
$326K +$52.5K +2,078 +19%
PA
227
Pinnacle Associates
New York
$311K -$36.9K -1,460 -11%
FM
228
Foster & Motley
Ohio
$311K -$25K -988 -7%
KFA
229
Kelleher Financial Advisors
New York
$301K
LCM
230
Liberty Capital Management
Michigan
$301K +$1.01K +40 +0.3%
MCM
231
Maple Capital Management
Vermont
$295K +$1.57K +62 +0.5%
FCIM
232
Fairview Capital Investment Management
California
$293K +$20.2K +800 +7%
GI
233
GS Investments
Minnesota
$293K +$4.29K +170 +1%
WCM
234
Weik Capital Management
Pennsylvania
$288K -$79.6K -3,150 -22%
HCA
235
Horan Capital Advisors
Ohio
$280K +$5.56K +220 +2%
RWM
236
Ritholtz Wealth Management
New York
$279K +$47.4K +1,876 +20%
HA
237
Harborview Advisors
Maine
$278K -$5.9M -233,710 -95%
SSWM
238
Sheets Smith Wealth Management
North Carolina
$276K +$277K +10,974 New
CA
239
Continuum Advisory
Idaho
$276K +$278K +11,024 New
SWP
240
Stratos Wealth Partners
Ohio
$272K +$3.23K +128 +1%
SBH
241
Segall Bryant & Hamill
Illinois
$267K -$85.8K -3,396 -24%
VAS
242
Valicenti Advisory Services
New York
$264K -$2.25M -88,912 -89%
Baird Financial Group
243
Baird Financial Group
Wisconsin
$261K +$263K +10,394 New
EHC
244
Everett Harris & Co
California
$259K +$35.4K +1,400 +16%
PWA
245
Providence Wealth Advisors
Illinois
$255K -$6.32K -250 -2%
RPA
246
Rock Point Advisors
Vermont
$254K -$9.35K -370 -4%
LWAC
247
Laurel Wealth Advisors (California)
California
$252K +$20.8K +822 +9%
AWM
248
AE Wealth Management
Kansas
$250K +$251K +9,946 New
RCA
249
Rowland Carmichael Advisors
Arizona
$246K
UB
250
UMB Bank
Missouri
$244K -$3.99K -158 -2%