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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
476
Horrell Capital Management
Arkansas
$5K – – –
FCA
477
FinTrust Capital Advisors
South Carolina
$4K – – –
IF
478
Ironwood Financial
Arizona
$3K – – –
RA
479
Resolute Advisors
California
$3K – – –
SWM
480
Selective Wealth Management
Virginia
$3K +$55 +2 +2%
Citigroup
481
Citigroup
New York
$3K +$2.25K +82 +513%
NFSG
482
Newbridge Financial Services Group
Florida
$3K +$3.18K +116 New
TF
483
Tompkins Financial
New York
$3K +$3.29K +120 New
GWS
484
Glassman Wealth Services
Virginia
$2K – – –
MSFP
485
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
TCWA
486
Ten Capital Wealth Advisors
Washington
$1K -$25.3K -922 -97%
COCM
487
Charter Oak Capital Management
New Hampshire
$1K – – –
MA
488
Montag & Associates
Georgia
$1K – – –
MA
489
MUFG Americas
New York
$1K – – –
PMFA
490
Plante Moran Financial Advisors
Michigan
$1K – – –
WIM
491
Westside Investment Management
California
$30 – – –
FC
492
Ferris Capital
Massachusetts
– -$34.5M -1,264,632 Closed
CIAS
493
CFS Investment Advisory Services
New Jersey
– -$14.5M -532,390 Closed
SFMG
494
Sage Financial Management Group
Virginia
– -$14.5M -532,390 Closed
Qube Research & Technologies (QRT)
495
Qube Research & Technologies (QRT)
United Kingdom
– -$11.5M -421,570 Closed
Renaissance Technologies
496
Renaissance Technologies
New York
– -$2.6M -95,064 Closed
BO
497
BRR OpCo
Ohio
– -$1.3M -47,632 Closed
ASN
498
Advisory Services Network
Georgia
– -$992K -36,354 Closed
PFC
499
Phocas Financial Corp
California
– -$973K -35,662 Closed
SL
500
Savior LLC
Massachusetts
– -$517K -18,944 Closed