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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
476
Prestige Wealth Management Group
New Jersey
$185K -$213K -9,260 -54%
S
477
SignatureFD
Georgia
$181K -$12.2K -530 -6%
IRC
478
Investors Research Corp
Georgia
$175K – – –
VNA
479
Valley National Advisers
Pennsylvania
$168K -$934K -40,614 -85%
TFA
480
Toth Financial Advisory
Virginia
$160K – – –
GJIA
481
Glass Jacobson Investment Advisors
Maryland
$150K +$149K +6,500 New
DCM
482
Davis Capital Management
Florida
$143K +$3.36K +146 +2%
FRA
483
Front Row Advisors
California
$134K – – –
AF
484
Allworth Financial
California
$134K -$117K -5,094 -47%
MSG
485
Main Street Group
Virginia
$130K -$8.97K -390 -6%
AWM
486
Aspire Wealth Management
Massachusetts
$124K -$135K -5,886 -52%
SPIA
487
Steward Partners Investment Advisory
New York
$118K +$828 +36 +0.7%
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$105K -$301K -13,104 -74%
BWM
489
Bullock Wealth Management
Indiana
$104K +$105K +4,558 New
CIAS
490
Capital Investment Advisory Services
North Carolina
$96.6K – – –
BlackRock
491
BlackRock
New York
$94.9K +$4.23K +184 +5%
GIP
492
Granite Investment Partners
California
$86.9K – – –
TAM
493
Townsend Asset Management
North Carolina
$86.9K -$3.36K -146 -4%
CHA
494
Carmichael Hill & Associates
Maryland
$84.3K – – –
CPG
495
Cornerstone Planning Group
New Jersey
$82.5K -$160K -6,944 -65%
CA
496
CoreCap Advisors
Michigan
$73.3K +$73.3K +3,188 New
RDIA
497
RE Dickinson Investment Advisors
Iowa
$70K -$49.3K -2,146 -41%
HNB
498
Huntington National Bank
Ohio
$69.9K – – –
PS
499
Principal Securities
Iowa
$69.5K +$13.3K +578 +24%
CMAI
500
Capital Management Associates Inc
Minnesota
$68.7K -$10.8K -470 Closed