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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
301
YorkBridge Wealth Partners
New York
$9K – – –
AAM
302
Advisors Asset Management
Colorado
$9K +$9.26K +362 New
EWM
303
Elmwood Wealth Management
California
$8.98K +$9K +352 New
CPIG
304
Chicago Partners Investment Group
Illinois
$7K +$51 +2 +0.8%
LFG
305
LifePlan Financial Group
Ohio
$7K +$6.96K +272 New
HCM
306
Horrell Capital Management
Arkansas
$4K – – –
CAGAS
307
Capital Advisory Group Advisory Services
Minnesota
$4K +$3.43K +134 New
Barclays
308
Barclays
United Kingdom
$3K – – –
CDIA
309
Capital Directions Investment Advisors
Georgia
$3K +$51 +2 +2%
SJIM
310
St. Johns Investment Management
Florida
$2K – – –
BCP
311
Blackhawk Capital Partners
Wisconsin
$1K – – –
KFA
312
Kabarec Financial Advisors
Illinois
$1K – – –
TL
313
TrueWealth LLC
Georgia
$1K – – –
RJFSA
314
Raymond James Financial Services Advisors
Florida
– -$22.3M -855,770 Closed
RAG
315
Roof Advisory Group
Pennsylvania
– -$13.1M -503,720 Closed
WI
316
WrapManager Inc
California
– -$9.52M -366,000 Closed
AA
317
Apriem Advisors
California
– -$7.11M -273,236 Closed
FTS
318
Fifth Third Securities
Ohio
– -$3.73M -143,142 Closed
HCM
319
Horan Capital Management
Maryland
– -$3.15M -121,126 Closed
SFS
320
Strategic Financial Services
New York
– -$2.78M -106,674 Closed
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
– -$2.66M -102,384 Closed
BAM
322
Belpointe Asset Management
Nevada
– -$2.51M -96,548 Closed
AWMF
323
Arbor Wealth Management (Florida)
Florida
– -$2.06M -79,374 Closed
FFA
324
First Foundation Advisors
California
– -$1.26M -48,424 Closed
Renaissance Technologies
325
Renaissance Technologies
New York
– -$1.24M -47,624 Closed