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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
326
Sage Financial Group
Pennsylvania
-$1.17M -44,816 Closed
Millennium Management
327
Millennium Management
New York
-$944K -36,286 Closed
NCMW
328
Northern Capital Management (Wisconsin)
Wisconsin
-$654K -25,150 Closed
HWM
329
Highwater Wealth Management
Colorado
-$628K -24,128 Closed
IFWM
330
Institute for Wealth Management
Colorado
-$500K -19,266 Closed
PFG
331
Piershale Financial Group
Illinois
-$406K -15,610 Closed
CL
332
Choreo LLC
Illinois
-$286K -10,962 Closed
FPCG
333
Fort Pitt Capital Group
Pennsylvania
-$282K -10,828 Closed
PA
334
Paracle Advisors
Washington
-$243K -9,354 Closed
KM
335
Kalos Management
Georgia
-$233K -9,188 Closed
KFA
336
Kays Financial Advisory
Georgia
-$237K -9,140 Closed
MCM
337
Mengis Capital Management
Oregon
-$220K -8,472 Closed
BSW
338
Buckingham Strategic Wealth
Missouri
-$204K -7,844 Closed
NGA
339
Naples Global Advisors
Florida
-$202K -7,750 Closed
AFP
340
Ausdal Financial Partners
Iowa
-$200K -7,694 Closed
CTC
341
Central Trust Company
Missouri
-$107K -4,116 Closed
NSB
342
Norway Savings Bank
Maine
-$99K -3,790 Closed
EWM
343
Evercore Wealth Management
New York
-$68K -2,626 Closed
PFA
344
Pathway Financial Advisors
Vermont
-$61K -2,354 Closed
PMFA
345
Plante Moran Financial Advisors
Michigan
-$58K -2,248 Closed
WA
346
Winfield Associates
Ohio
-$53K -2,028 Closed
AFNAS
347
American Financial Network Advisory Services
California
-$38K -1,452 Closed
WCG
348
Wall Capital Group
Arizona
-$28K -1,074 Closed
SPI
349
Santori & Peters Inc
Pennsylvania
-$23K -944 Closed
KJWM
350
Kiley Juergens Wealth Management
Washington
-$20K -774 Closed