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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
476
Glassman Wealth Services
Virginia
$2K – – –
MSFP
477
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
EWM
478
Elmwood Wealth Management
California
$2K +$54 +2 +3%
RDWM
479
Red Door Wealth Management
Tennessee
$2K +$2.77K +102 New
AWM
480
Atticus Wealth Management
Florida
$1K – – –
COCM
481
Charter Oak Capital Management
New Hampshire
$1K – – –
MA
482
Montag & Associates
Georgia
$1K – – –
MA
483
MUFG Americas
New York
$1K – – –
PMFA
484
Plante Moran Financial Advisors
Michigan
$1K +$1.03K +38 New
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