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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
426
Certified Advisory Corp
Florida
$18K +$111 +4 +0.6%
IA
427
Independence Advisors
Pennsylvania
$17K -$556 -20 -3%
BCM
428
Bourgeon Capital Management
Connecticut
$17K
CIA
429
Cascade Investment Advisors
Oregon
$16.9K
SWA
430
Sutton Wealth Advisors
Florida
$15.1K
LWM
431
Liberty Wealth Management
California
$15K
OPS
432
Orion Portfolio Solutions
Nebraska
$15K
CWM
433
Cedar Wealth Management
California
$13K -$3.12K -112 -20%
CHA
434
Carmichael Hill & Associates
Maryland
$13K -$2.34K -84 -16%
LWM
435
Lenox Wealth Management
Ohio
$13K +$4.73K +170 +55%
MCM
436
Manchester Capital Management
Vermont
$13K +$12.5K +450 New
Citigroup
437
Citigroup
New York
$12K -$612 -22 -5%
SFSG
438
Stearns Financial Services Group
North Carolina
$12K +$56 +2 +0.5%
CA
439
Clearstead Advisors
Ohio
$11K -$7.34K -264 -40%
MAWCM
440
Mine & Arao Wealth Creation & Management
California
$9K
BFIM
441
Beese Fulmer Investment Management
Ohio
$9K +$9.02K +324 New
Rockefeller Capital Management
442
Rockefeller Capital Management
New York
$8K
TL
443
TrueWealth LLC
Georgia
$7K -$1.22K -44 -15%
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$890 -32 -13%
ClearBridge Investments
445
ClearBridge Investments
New York
$5K
HCM
446
Horrell Capital Management
Arkansas
$5K
FCA
447
FinTrust Capital Advisors
South Carolina
$4K
AC
448
AlphaCore Capital
California
$3K
IF
449
Ironwood Financial
Arizona
$3K
JFA
450
JNBA Financial Advisors
Minnesota
$3K