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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Allworth Financial
California
$381K -$40.7K -1,628 -10%
PWM
252
Perigon Wealth Management
California
$381K +$20.1K +806 +6%
FAM
253
Foothills Asset Management
Arizona
$368K -$26K -1,040 -7%
MWM
254
MorganRosel Wealth Management
Colorado
$362K +$357K +14,298 New
MAS
255
Managed Account Services
Florida
$360K -$233K -9,320 -40%
GI
256
GS Investments
Minnesota
$328K +$32.9K +1,316 +11%
HDIM
257
Hanson & Doremus Investment Management
Vermont
$326K -$999K -40,024 -76%
GCA
258
Genesee Capital Advisors
New York
$313K +$309K +12,390 New
PFBT
259
Parkside Financial Bank & Trust
Missouri
$310K -$572K -22,894 -65%
AC
260
Alley Company
Illinois
$304K -$27.1K -1,086 -8%
MSWMA
261
Market Street Wealth Management Advisors
Indiana
$304K +$300K +12,022 New
Baird Financial Group
262
Baird Financial Group
Wisconsin
$299K +$35.8K +1,434 +14%
JP Morgan Chase
263
JP Morgan Chase
New York
$296K -$353K -14,152 -55%
LCM
264
Liberty Capital Management
Michigan
$289K -$13.3K -534 -4%
HA
265
Harborview Advisors
Maine
$285K +$5.89K +236 +2%
MCM
266
Maple Capital Management
Vermont
$281K -$14.9K -598 -5%
CA
267
Continuum Advisory
Idaho
$281K +$2.1K +84 +0.8%
FM
268
Foster & Motley
Ohio
$279K -$33.9K -1,356 -11%
SWP
269
Stratos Wealth Partners
Ohio
$275K +$1.25K +50 +0.5%
RWA
270
River Wealth Advisors
Pennsylvania
$275K +$79.2K +3,170 +41%
SBH
271
Segall Bryant & Hamill
Illinois
$269K
CBFP
272
Cedar Brook Financial Partners
Ohio
$265K +$261K +10,464 New
RJA
273
Raymond James & Associates
Florida
$264K -$538K -21,542 -67%
CFS
274
CRA Financial Services
New Jersey
$262K +$259K +10,364 New
EHC
275
Everett Harris & Co
California
$261K