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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
476
Mark Sheptoff Financial Planning
Connecticut
$2K
EWM
477
Elmwood Wealth Management
California
$2K +$54 +2 +3%
RDWM
478
Red Door Wealth Management
Tennessee
$2K +$2.77K +102 New
AWM
479
Atticus Wealth Management
Florida
$1K
COCM
480
Charter Oak Capital Management
New Hampshire
$1K
MA
481
Montag & Associates
Georgia
$1K
MA
482
MUFG Americas
New York
$1K
PMFA
483
Plante Moran Financial Advisors
Michigan
$1K +$1.03K +38 New
H
484
HoyleCohen
California
$422 -$56.2K -2,070 -12%
WIM
485
Westside Investment Management
California
$30
Citadel Advisors
486
Citadel Advisors
Florida
-$23M -852,858 Closed
Bank of Montreal
487
Bank of Montreal
Ontario, Canada
-$12.2M -450,032 Closed
PA
488
Planning Alternatives
Michigan
-$5.23M -193,842 Closed
HC
489
Hoese & Co
Minnesota
-$4.86M -180,016 Closed
CFD
490
Creative Financial Designs
Indiana
-$4.04M -149,624 Closed
EE
491
EWG Elevate
California
-$2.87M -106,342 Closed
BSAM
492
Blue Square Asset Management
New York
-$1.65M -61,222 Closed
EH
493
Equitable Holdings
New York
-$1.28M -47,298 Closed
CAMG
494
CWA Asset Management Group
Florida
-$740K -27,426 Closed
UWM
495
USAdvisors Wealth Management
Minnesota
-$710K -26,342 Closed
KAS
496
Kestra Advisory Services
Texas
-$536K -19,888 Closed
IA
497
IFG Advisory
Georgia
-$527K -19,560 Closed
Millennium Management
498
Millennium Management
New York
-$509K -18,880 Closed
Susquehanna International Group
499
Susquehanna International Group
Pennsylvania
-$505K -18,732 Closed
MWP
500
Madison Wealth Partners
Wisconsin
-$499K -17,804 Closed