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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
451
KB Financial Partners
New Jersey
$20K +$109 +4 +0.5%
BCM
452
Bourgeon Capital Management
Connecticut
$16K
LWM
453
Liberty Wealth Management
California
$15K +$380 +14 +3%
SWA
454
Sutton Wealth Advisors
Florida
$14.6K
CYG
455
Clean Yield Group
Vermont
$14K +$13.6K +500 New
AFG
456
Albion Financial Group
Utah
$14K +$14.3K +526 New
FMP
457
Financial Management Professionals
Texas
$13K -$31.5K -1,160 -71%
Deutsche Bank
458
Deutsche Bank
Germany
$12K -$298K -10,996 -96%
ACA
459
Aptus Capital Advisors
Alabama
$12K +$1.63K +60 +16%
JHCP
460
Jackson Hole Capital Partners
Oklahoma
$10K -$6.3K -232 -38%
MAWCM
461
Mine & Arao Wealth Creation & Management
California
$8K
Rockefeller Capital Management
462
Rockefeller Capital Management
New York
$8K
TCM
463
Tradewinds Capital Management
Washington
$8K
PFGIA
464
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$54 -2 -0.9%
SC
465
Steph & Co
Wisconsin
$6K
FCM
466
Firestone Capital Management
Florida
$6K +$3.96K +146 +243%
LSA
467
Lion Street Advisors
Texas
$5.46K +$5.43K +200 New
HCM
468
Horrell Capital Management
Arkansas
$5K
CFA
469
Carroll Financial Associates
North Carolina
$5K +$5.16K +190 New
FCA
470
FinTrust Capital Advisors
South Carolina
$4K
GM
471
GeoWealth Management
Illinois
$3K
IF
472
Ironwood Financial
Arizona
$3K
RA
473
Resolute Advisors
California
$3K
SWM
474
Selective Wealth Management
Virginia
$3K
GWS
475
Glassman Wealth Services
Virginia
$2K