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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
276
Catalyst Capital Advisors
New York
$81K
MIM
277
Macroview Investment Management
Maryland
$78K
GRP
278
Global Retirement Partners
California
$78K +$7.73K +306 +11%
APA
279
American Portfolios Advisors
New York
$74.6K -$27.2K -1,076 -27%
PG
280
Patten Group
Tennessee
$74K +$1.36K +54 +2%
PO
281
Private Ocean
California
$70K +$505 +20 +0.7%
FHA
282
First Horizon Advisors
Tennessee
$68K +$68.2K +2,698 New
CAL
283
Capital Analysts LLC
Pennsylvania
$66K +$51.5K +2,040 +348%
PA
284
Parallel Advisors
California
$59K +$20.6K +814 +53%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$58K
RBC
286
Roble Belko & Company
Pennsylvania
$56K -$146K -5,760 -72%
SQA
287
Simon Quick Advisors
New Jersey
$54K +$2.17K +86 +4%
IAS
288
IMA Advisory Services
Colorado
$51K +$50.5K +2,000 New
CCM
289
Covington Capital Management
California
$50K
AAM
290
Advisors Asset Management
Colorado
$50K +$41.2K +1,630 +450%
AOWM
291
Alpha Omega Wealth Management
Virginia
$48K
SEI Investments
292
SEI Investments
Pennsylvania
$48K +$48.3K +1,910 New
AA
293
Apriem Advisors
California
$39K +$38.5K +1,524 New
MSFP
294
Mark Sheptoff Financial Planning
Connecticut
$33K
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$29K -$56.3K -2,228 -66%
NWM
296
Northwest Wealth Management
Iowa
$28K
TWA
297
TCI Wealth Advisors
Arizona
$25K +$2.38K +94 +10%
TIM
298
Tortoise Investment Management
New York
$22K -$25.3K -1,000 -54%
EA
299
Edge Advisors
Georgia
$22K +$152 +6 +0.7%
VCM
300
Versant Capital Management
Arizona
$21K +$21.9K +866 New