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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
351
Covington Capital Management
California
$51K
MWC
352
MKD Wealth Coaches
Michigan
$51K +$612 +24 +1%
AOWM
353
Alpha Omega Wealth Management
Virginia
$49K
VCM
354
Versant Capital Management
Arizona
$46K +$23.5K +920 +104%
CWM
355
Cedar Wealth Management
California
$42K +$41.6K +1,632 New
LWM
356
Lenox Wealth Management
Ohio
$27K +$26.5K +1,038 New
AWMF
357
Arbor Wealth Management (Florida)
Florida
$23K +$14.2K +558 +170%
TIM
358
Tortoise Investment Management
New York
$22K
Citigroup
359
Citigroup
New York
$21K -$2.65K -104 -11%
BC
360
Barnett & Company
Tennessee
$21K
SFSIG
361
San Francisco Sentry Investment Group
California
$21K
TCM
362
Tradewinds Capital Management
Washington
$19K +$51 +2 +0.3%
BFEC
363
Benjamin F. Edwards & Company
Missouri
$18K
William Blair & Company
364
William Blair & Company
Illinois
$18K
SFSG
365
Stearns Financial Services Group
North Carolina
$17K +$7.2K +282 +75%
NFG
366
Next Financial Group
Texas
$16K -$135K -5,302 -90%
VFA
367
Valeo Financial Advisors
Indiana
$16K +$3.93K +154 +33%
FA
368
Fortis Advisors
Pennsylvania
$16K +$7.76K +304 +97%
NFH
369
NEXT Financial Holdings
Texas
$16K +$15.3K +600 New
CAC
370
Certified Advisory Corp
Florida
$16K +$15.4K +602 New
SWA
371
Sutton Wealth Advisors
Florida
$13.1K +$51 +2 +0.4%
LWM
372
Liberty Wealth Management
California
$13K
RCAG
373
Rehmann Capital Advisory Group
Michigan
$13K +$12.8K +500 New
CJA
374
C-J Advisory
California
$12K
JFA
375
JNBA Financial Advisors
Minnesota
$12K