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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
476
Salem Investment Counselors
North Carolina
$48K +$811 +30 +2%
PO
477
Private Ocean
California
$45K +$5.19K +192 +13%
DWP
478
Destiny Wealth Partners
Florida
$41K – – –
VC
479
Vestor Capital
Illinois
$41K – – –
MAM
480
McCarthy Asset Management
California
$41K +$811 +30 +2%
CIR
481
Clear Investment Research
Georgia
$40K – – –
National Bank of Canada
482
National Bank of Canada
Quebec, Canada
$40K +$39.6K +1,466 New
LFA
483
Level Financial Advisors
New York
$40K +$40.1K +1,482 New
MIM
484
Macroview Investment Management
Maryland
$39K +$270 +10 +0.7%
AWM
485
Activest Wealth Management
Florida
$35K – – –
PIP
486
Peachtree Investment Partners
Florida
$35K – – –
CCA
487
Column Capital Advisors
Indiana
$32K – – –
WFS
488
Widmann Financial Services
Maryland
$31K +$31.3K +1,156 New
BAM
489
Bellevue Asset Management
Washington
$30K – – –
William Blair & Company
490
William Blair & Company
Illinois
$29K -$2.49K -92 -8%
MFT
491
Moisand Fitzgerald Tamayo
Florida
$28K – – –
CI
492
Cordant Inc
Oregon
$27K – – –
ICM
493
Islay Capital Management
Texas
$27K – – –
AWM
494
Abound Wealth Management
Tennessee
$25.4K +$25.5K +944 New
HFS
495
Hantz Financial Services
Michigan
$24K – – –
CWC
496
Carolinas Wealth Consulting
North Carolina
$22K +$108 +4 +0.5%
KFP
497
KB Financial Partners
New Jersey
$20K +$20.1K +744 New
SWA
498
Sutton Wealth Advisors
Florida
$18.4K +$4.81K +178 +35%
CIA
499
Cascade Investment Advisors
Oregon
$16.2K – – –
BCM
500
Bourgeon Capital Management
Connecticut
$16K – – –