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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
451
Wealth Alliance
New York
$359K -$55K -2,381 -13%
PWG
452
Portside Wealth Group
Utah
$355K -$6.51K -282 -2%
ACA
453
American Capital Advisory
Idaho
$354K -$93.4K -4,042 -21%
Comerica Bank
454
Comerica Bank
Texas
$353K +$272K +11,780 +314%
AIMC
455
Alley Investment Management Company
Illinois
$347K +$13.9K +600 +4%
NA
456
Note Advisors
New York
$345K +$351K +15,214 New
ACP
457
Aveo Capital Partners
Colorado
$336K +$74.8K +3,236 +28%
LAM
458
Lewis Asset Management
California
$333K -$116K -5,015 -26%
GSEP
459
Golden State Equity Partners
California
$330K – – –
CL
460
Choreo LLC
Illinois
$324K +$3.42K +148 +1%
JWBC
461
J.W. Burns & Co
New York
$318K – – –
TIAA Trust, National Association
462
TIAA Trust, National Association
North Carolina
$317K – – –
BJL
463
Brighton Jones LLC
Washington
$317K +$323K +13,975 New
KFGG
464
Keystone Financial Group (Georgia)
Georgia
$315K +$320K +13,858 New
MOS
465
MGO One Seven
Ohio
$308K -$109K -4,711 -26%
CPRC
466
Consolidated Portfolio Review Corp
New York
$307K +$1.06K +46 +0.3%
OAP
467
One Advisory Partners
Kansas
$307K – – –
GI
468
GS Investments
Minnesota
$307K -$17.8K -772 -5%
OWM
469
Opes Wealth Management
California
$302K -$78.5K -3,396 -20%
PIFP
470
Partners in Financial Planning
Virginia
$301K -$12K -518 -4%
SL
471
Sentinus LLC
Illinois
$298K -$88.3K -3,824 -23%
SOS
472
Silver Oak Securities
Tennessee
$295K +$300K +12,985 New
BH
473
Burk Holdings
Oklahoma
$292K +$297K +12,862 New
NA
474
NewEdge Advisors
Louisiana
$291K +$55.9K +2,421 +23%
PA
475
PFG Advisors
Arizona
$287K -$38.1K -1,650 -12%