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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