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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
401
Concourse Financial Group Securities
Alabama
$75K +$56K +2,012 +307%
PP
402
PrairieView Partners
Minnesota
$69K -$4.45K -160 -6%
TWA
403
TCI Wealth Advisors
Arizona
$69K
VCM
404
Versant Capital Management
Arizona
$63K +$223 +8 +0.4%
OIA
405
Optimum Investment Advisors
Illinois
$62K -$18.4K -662 -23%
RCA
406
Rowland Carmichael Advisors
Arizona
$61K
MIM
407
Macroview Investment Management
Maryland
$56K -$6.96K -250 -11%
CCM
408
Covington Capital Management
California
$55K
MHR
409
Matthew Hamilton Rosenberg
$53K
MFT
410
Moisand Fitzgerald Tamayo
Florida
$49K -$7.4K -266 -13%
AWM
411
Atticus Wealth Management
Florida
$40K -$111 -4 -0.3%
PO
412
Private Ocean
California
$40K +$223 +8 +0.6%
PIP
413
Peachtree Investment Partners
Florida
$37K
CIR
414
Clear Investment Research
Georgia
$37K +$36.8K +1,324 New
EFSCE
415
Enterprise Financial Services Corp (EFSC)
Missouri
$36K -$890 -32 -2%
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$34K
BAM
417
Bellevue Asset Management
Washington
$31K
CCA
418
Column Capital Advisors
Indiana
$29K -$1.67K -60 -5%
AF
419
Allworth Financial
California
$29K
ICM
420
Islay Capital Management
Texas
$28K -$8.07K -290 -22%
VFA
421
Valeo Financial Advisors
Indiana
$24K +$2.56K +92 +12%
TFS
422
TrustCore Financial Services
Tennessee
$23K -$2.95K -106 -11%
CI
423
Cordant Inc
Oregon
$22K +$2.67K +96 +14%
TCM
424
Tradewinds Capital Management
Washington
$21K +$56 +2 +0.3%
CAM
425
Costello Asset Management
Pennsylvania
$20K +$19.9K +714 New