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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMI
501
Guardian Wealth Management (Illinois)
Illinois
$1K +$190 +8 +21%
WIM
502
Westside Investment Management
California
$25 – – –
CCWA
503
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$24.6M -1,026,588 Closed
CIAS
504
CFS Investment Advisory Services
New Jersey
– -$12.4M -518,394 Closed
PA
505
Procyon Advisors
Connecticut
– -$8.88M -371,016 Closed
SFG
506
SNS Financial Group
Minnesota
– -$4.56M -190,654 Closed
SFPM
507
Sensible Financial Planning & Management
Massachusetts
– -$3.52M -147,088 Closed
OAM
508
Oak Asset Management
California
– -$3.06M -127,866 Closed
Renaissance Technologies
509
Renaissance Technologies
New York
– -$2.54M -106,200 Closed
SFMG
510
Sage Financial Management Group
Virginia
– -$1.93M -80,592 Closed
KWA
511
KCS Wealth Advisory
California
– -$1.22M -51,002 Closed
SPC
512
Sigma Planning Corp
Michigan
– -$1.1M -45,932 Closed
Qube Research & Technologies (QRT)
513
Qube Research & Technologies (QRT)
United Kingdom
– -$1.07M -44,882 Closed
AAS
514
Avantax Advisory Services
Texas
– -$912K -38,108 Closed
FG
515
Foster Group
Iowa
– -$683K -28,516 Closed
AIM
516
AMI Investment Management
Indiana
– -$627K -26,208 Closed
SIM
517
Sterling Investment Management
Arizona
– -$608K -25,416 Closed
CCM
518
Crabel Capital Management
California
– -$577K -24,090 Closed
JCM
519
J2 Capital Management
Michigan
– -$576K -24,046 Closed
KJWM
520
Kiley Juergens Wealth Management
Washington
– -$484K -20,228 Closed
AWA
521
Arete Wealth Advisors
Illinois
– -$289K -18,616 Closed
AWA
522
Aletheian Wealth Advisors
Washington
– -$406K -16,964 Closed
ACM
523
Advisors Capital Management
New Jersey
– -$403K -16,826 Closed
LFS
524
Lutz Financial Services
Nebraska
– -$392K -16,362 Closed
Thrivent Financial for Lutherans
525
Thrivent Financial for Lutherans
Minnesota
– -$378K -15,820 Closed