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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
401
PrairieView Partners
Minnesota
$71K +$70.5K +2,610 New
TWA
402
TCI Wealth Advisors
Arizona
$67K
NG
403
NWK Group
California
$63K
MIM
404
Macroview Investment Management
Maryland
$61K -$22.4K -830 -27%
VCM
405
Versant Capital Management
Arizona
$60K +$162 +6 +0.3%
RCA
406
Rowland Carmichael Advisors
Arizona
$59K
MFT
407
Moisand Fitzgerald Tamayo
Florida
$55K -$33.5K -1,240 -38%
CCM
408
Covington Capital Management
California
$53K
AA
409
Advisory Alpha
Michigan
$51.8K +$51.5K +1,908 New
MHR
410
Matthew Hamilton Rosenberg
$51K +$50.5K +1,870 New
PCM
411
Penserra Capital Management
California
$47K +$46.7K +1,728 New
PO
412
Private Ocean
California
$39K +$108 +4 +0.3%
AWM
413
Atticus Wealth Management
Florida
$39K +$14.5K +538 +61%
MWM
414
MBE Wealth Management
Wisconsin
$37K +$37.6K +1,392 New
EFSCE
415
Enterprise Financial Services Corp (EFSC)
Missouri
$35K -$66.3K -2,456 -65%
ICM
416
Islay Capital Management
Texas
$35K -$6.81K -252 -16%
PIP
417
Peachtree Investment Partners
Florida
$35K
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$33K +$31.7K +1,174 +2,935%
BAM
419
Bellevue Asset Management
Washington
$31K
CCA
420
Column Capital Advisors
Indiana
$30K +$5.94K +220 +25%
AF
421
Allworth Financial
California
$28K -$369K -13,646 -93%
TFS
422
TrustCore Financial Services
Tennessee
$25K -$3.51K -130 -12%
VFA
423
Valeo Financial Advisors
Indiana
$21K +$3.78K +140 +22%
TCM
424
Tradewinds Capital Management
Washington
$20K +$54 +2 +0.3%
CI
425
Cordant Inc
Oregon
$19K -$3.56K -132 -16%