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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HRC
376
Hoertkorn Richard Charles
$19K +$18.7K +700 New
CFGS
377
Concourse Financial Group Securities
Alabama
$18K +$14.6K +544 +495%
CIA
378
Cascade Investment Advisors
Oregon
$16.2K +$16K +600 New
CAC
379
Certified Advisory Corp
Florida
$16K +$107 +4 +0.7%
CDIA
380
Capital Directions Investment Advisors
Georgia
$16K +$12.8K +478 +392%
BCM
381
Bourgeon Capital Management
Connecticut
$16K +$16K +600 New
SWA
382
Sutton Wealth Advisors
Florida
$14.3K +$749 +28 +6%
VFA
383
Valeo Financial Advisors
Indiana
$14K -$588 -22 -4%
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$14K +$14K +524 New
JFA
385
JNBA Financial Advisors
Minnesota
$12K
EWM
386
Elmwood Wealth Management
California
$9K
SPIA
387
Steward Partners Investment Advisory
New York
$9K
William Blair & Company
388
William Blair & Company
Illinois
$8K
Fidelity Investments
389
Fidelity Investments
Massachusetts
$7K +$7.22K +270 New
MG
390
MilWealth Group
Wisconsin
$6.08K +$53 +2 +0.9%
US Bancorp
391
US Bancorp
Minnesota
$6K -$7.76K -290 -56%
ClearBridge Investments
392
ClearBridge Investments
New York
$5K
HCM
393
Horrell Capital Management
Arkansas
$5K
FCA
394
FinTrust Capital Advisors
South Carolina
$4K
PFGIA
395
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4.23K +158 New
IF
396
Ironwood Financial
Arizona
$3K
SJIM
397
St. Johns Investment Management
Florida
$3K
TIM
398
Tortoise Investment Management
New York
$3K
TL
399
TrueWealth LLC
Georgia
$3K
SWM
400
Selective Wealth Management
Virginia
$3K +$3.26K +122 New