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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
451
ClearBridge Investments
New York
$5K – – –
HCM
452
Horrell Capital Management
Arkansas
$5K – – –
CFFP
453
Center for Financial Planning
Michigan
$5K +$5.29K +196 New
FEG
454
Financial Enhancement Group
Indiana
$5K +$5.4K +200 New
FCA
455
FinTrust Capital Advisors
South Carolina
$4K – – –
HWA
456
HCR Wealth Advisors
California
$4K – – –
AC
457
AlphaCore Capital
California
$3K – – –
IF
458
Ironwood Financial
Arizona
$3K – – –
JFA
459
JNBA Financial Advisors
Minnesota
$3K – – –
SJIM
460
St. Johns Investment Management
Florida
$3K – – –
SWM
461
Selective Wealth Management
Virginia
$3K +$54 +2 +2%
CAGAS
462
Capital Advisory Group Advisory Services
Minnesota
$2K -$131K -4,860 -99%
CAAS
463
Capital Asset Advisory Services
Michigan
$2K -$41.5K -1,538 -96%
FCM
464
Firestone Capital Management
Florida
$2K – – –
MSFP
465
Mark Sheptoff Financial Planning
Connecticut
$2K +$2K +74 New
RDWM
466
Red Door Wealth Management
Tennessee
$2K +$2.7K +100 New
BFEC
467
Benjamin F. Edwards & Company
Missouri
$1K – – –
WIM
468
Westside Investment Management
California
$3 +$3.62K +134 New
MFRM
469
Milliman Financial Risk Management
Illinois
– -$184M -6,879,172 Closed
IAA
470
Independent Advisor Alliance
North Carolina
– -$12M -450,222 Closed
CWM
471
CCG Wealth Management
California
– -$3.74M -140,012 Closed
SFS
472
Strategic Financial Services
New York
– -$2.81M -105,034 Closed
MAG
473
Mayfair Advisory Group
Alabama
– -$1.89M -70,588 Closed
SC
474
Slow Capital
California
– -$1.69M -63,302 Closed
EW
475
Element Wealth
Mississippi
– -$1.65M -61,592 Closed