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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
276
Wealthcare Capital Management
Virginia
$103K
NSB
277
Norway Savings Bank
Maine
$99K
MSFP
278
Mark Sheptoff Financial Planning
Connecticut
$96K
TIM
279
Tortoise Investment Management
New York
$94K -$20.1K -770 -18%
CJA
280
C-J Advisory
California
$88K +$9.65K +370 +12%
MIM
281
Macroview Investment Management
Maryland
$80K
PG
282
Patten Group
Tennessee
$72K -$39.8K -1,524 -35%
PO
283
Private Ocean
California
$71K +$34.4K +1,320 +93%
EWM
284
Evercore Wealth Management
New York
$68K -$6.99K -268 -9%
GRP
285
Global Retirement Partners
California
$65K +$46.4K +1,780 +254%
DSC
286
Duncker Streett & Co
Missouri
$62K +$62.6K +2,400 New
PFA
287
Pathway Financial Advisors
Vermont
$61K +$61.4K +2,354 New
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$60K
PMFA
289
Plante Moran Financial Advisors
Michigan
$58K +$58.6K +2,248 New
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$57K -$36.2K -1,388 -39%
WA
291
Winfield Associates
Ohio
$53K
SQA
292
Simon Quick Advisors
New Jersey
$53K +$8.35K +320 +19%
CCM
293
Covington Capital Management
California
$51K
JP Morgan Chase
294
JP Morgan Chase
New York
$51K +$51K +1,956 New
AOWM
295
Alpha Omega Wealth Management
Virginia
$49K -$52.2K -2,000 -51%
AFNAS
296
American Financial Network Advisory Services
California
$38K -$40.6K -1,556 -52%
PA
297
Parallel Advisors
California
$33K +$209 +8 +0.6%
WCG
298
Wall Capital Group
Arizona
$28K -$104 -4 -0.4%
BC
299
Barnett & Company
Tennessee
$25K -$2.87K -110 -10%
SPI
300
Santori & Peters Inc
Pennsylvania
$23K +$24.6K +944 New