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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
376
Doyle Wealth Management
Florida
$1K +$599 +24 New
FCMT
377
Founders Capital Management (Texas)
Texas
$1K +$999 +40 New
MWM
378
Merriman Wealth Management
Washington
– -$8.02M -319,380 Closed
AA
379
Advisory Alpha
Michigan
– -$3.81M -152,728 Closed
Manulife (Manufacturers Life Insurance)
380
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$3.41M -135,734 Closed
BA
381
Bristlecone Advisors
Washington
– -$2.96M -118,026 Closed
BCM
382
Boltwood Capital Management
California
– -$2.94M -117,252 Closed
FTS
383
Fifth Third Securities
Ohio
– -$1.21M -48,068 Closed
RMC
384
Regis Management Company
California
– -$1.21M -48,016 Closed
KLI
385
Kelman-Lazarov Inc
Tennessee
– -$1.15M -45,888 Closed
AG
386
Appleton Group
Wisconsin
– -$746K -29,702 Closed
SWM
387
Shakespeare Wealth Management
Wisconsin
– -$596K -23,706 Closed
FA
388
FDx Advisors
Illinois
– -$525K -20,876 Closed
GP
389
Girard Partners
Pennsylvania
– -$375K -14,960 Closed
KFA
390
Kelleher Financial Advisors
New York
– -$301K -11,992 Closed
LWAC
391
Laurel Wealth Advisors (California)
California
– -$252K -10,046 Closed
CAM
392
Cubic Asset Management
Massachusetts
– -$235K -9,350 Closed
AIA
393
Arcadia Investment Advisors
Idaho
– -$227K -9,040 Closed
BSW
394
Buckingham Strategic Wealth
Missouri
– -$226K -8,980 Closed
OAM
395
Oxford Asset Management
United Kingdom
– -$205K -8,164 Closed
BAM
396
Belpointe Asset Management
Nevada
– -$196K -7,814 Closed
WSTAM
397
Wilbanks Smith & Thomas Asset Management
Virginia
– -$120K -4,790 Closed
WIA
398
Westbourne Investment Advisors
Maryland
– -$99K -3,948 Closed
Fifth Third Bancorp
399
Fifth Third Bancorp
Ohio
– -$58K -2,304 Closed
IAS
400
IMA Advisory Services
Colorado
– -$50K -2,000 Closed