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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
426
Bourgeon Capital Management
Connecticut
$16K
CAC
427
Certified Advisory Corp
Florida
$16K +$161 +6 +1%
WHG
428
Westwood Holdings Group
Texas
$16K +$16.3K +608 New
SFSG
429
Stearns Financial Services Group
North Carolina
$15K -$29.3K -1,094 -66%
SWA
430
Sutton Wealth Advisors
Florida
$14.2K
LWM
431
Liberty Wealth Management
California
$14K -$114K -4,264 -89%
CHA
432
Carmichael Hill & Associates
Maryland
$14K +$14.4K +538 New
Citigroup
433
Citigroup
New York
$13K -$38.2K -1,426 -74%
SIM
434
Sonora Investment Management
Arizona
$10K +$10.2K +380 New
HNB
435
Huntington National Bank
Ohio
$9K
LWM
436
Lenox Wealth Management
Ohio
$8K -$11.4K -426 -59%
William Blair & Company
437
William Blair & Company
Illinois
$8K
PFGIA
438
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$2.31K +86 +54%
IFWM
439
Institute for Wealth Management
Colorado
$7K +$6.91K +258 New
MG
440
MilWealth Group
Wisconsin
$6.09K +$54 +2 +0.9%
TIM
441
Tortoise Investment Management
New York
$6K +$2.57K +96 +80%
ClearBridge Investments
442
ClearBridge Investments
New York
$5K
HCM
443
Horrell Capital Management
Arkansas
$5K
TL
444
TrueWealth LLC
Georgia
$5K +$2.73K +102 +100%
FCA
445
FinTrust Capital Advisors
South Carolina
$4K
HWA
446
HCR Wealth Advisors
California
$4K +$3.54K +132 New
AIC
447
Archer Investment Corporation
Indiana
$4K +$4.07K +152 New
JFA
448
JNBA Financial Advisors
Minnesota
$3K -$9.65K -360 -78%
IF
449
Ironwood Financial
Arizona
$3K
SWM
450
Selective Wealth Management
Virginia
$3K