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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Pinnacle Associates
New York
$209K
MA
427
MCF Advisors
Kentucky
$208K +$871 +36 +0.4%
RF
428
Resolute Financial
Massachusetts
$206K +$1.26K +52 +0.6%
AIM
429
AHL Investment Management
Florida
$205K +$532 +22 +0.3%
CFS
430
CRA Financial Services
New Jersey
$203K -$13.2K -544 -6%
UB
431
UMB Bank
Missouri
$189K -$136K -5,628 -42%
TFA
432
Toth Financial Advisory
Virginia
$188K -$9.83K -406 -5%
IRC
433
Investors Research Corp
Georgia
$188K -$7.41K -306 -4%
SWM
434
Spire Wealth Management
Virginia
$187K -$156K -6,456 -45%
OIA
435
Optimum Investment Advisors
Illinois
$179K -$581 -24 -0.3%
LFG
436
Larson Financial Group
Missouri
$178K -$24.4K -1,010 -12%
TWM
437
Tradition Wealth Management
Minnesota
$175K
CSPIA
438
Cary Street Partners Investment Advisory
Virginia
$173K +$175K +7,216 New
AF
439
Allworth Financial
California
$148K +$920 +38 +0.6%
PWMG
440
Prestige Wealth Management Group
New Jersey
$147K +$54.3K +2,242 +57%
SPIA
441
Steward Partners Investment Advisory
New York
$142K -$318K -13,146 -69%
FRA
442
Front Row Advisors
California
$140K
LB
443
Legacy Bridge
Iowa
$123K
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$122K +$73.9K +3,052 +150%
PFA
445
Professional Financial Advisors
Nebraska
$118K +$90.4K +3,734 +310%
HDIM
446
Hanson & Doremus Investment Management
Vermont
$115K -$256K -10,560 -69%
BC
447
Burleson & Co
California
$112K
HS
448
Horan Securities
United States
$108K +$19.6K +810 +22%
GWM
449
Geneos Wealth Management
Colorado
$106K -$15.2K -630 -12%
OLVIG
450
Oliver Lagore Vanvalin Investment Group
Michigan
$106K +$78.9K +3,260 +279%