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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
526
Stonehearth Capital Management
Massachusetts
– -$353K -14,802 Closed
RPG
527
Resource Planning Group
Georgia
– -$324K -13,532 Closed
DAS
528
Dynamic Advisor Solutions
Arizona
– -$294K -12,278 Closed
FM
529
Foster & Motley
Ohio
– -$226K -9,460 Closed
RJA
530
Raymond James & Associates
Florida
– -$226K -9,450 Closed
CCA
531
Clearwater Capital Advisors
Illinois
– -$220K -9,200 Closed
AIP
532
Almanack Investment Partners
Pennsylvania
– -$219K -9,152 Closed
AC
533
Apella Capital
Connecticut
– -$217K -9,084 Closed
AFG
534
Alterity Financial Group
Maine
– -$217K -9,052 Closed
BDF
535
Black Diamond Financial
Maryland
– -$213K -8,890 Closed
LWAC
536
Laurel Wealth Advisors (California)
California
– -$209K -8,728 Closed
PA
537
Pinnacle Associates
New York
– -$209K -8,726 Closed
RF
538
Resolute Financial
Massachusetts
– -$206K -8,628 Closed
AIM
539
AHL Investment Management
Florida
– -$205K -8,584 Closed
CFS
540
CRA Financial Services
New Jersey
– -$203K -8,490 Closed
CSPIA
541
Cary Street Partners Investment Advisory
Virginia
– -$173K -7,216 Closed
WOSD
542
WFA of San Diego
California
– -$100K -4,158 Closed
PNC Financial Services Group
543
PNC Financial Services Group
Pennsylvania
– -$54.6K -2,292 -99%
BIA
544
Bell Investment Advisors
California
– -$52K -2,156 Closed
CA
545
CoreCap Advisors
Michigan
– -$40K -1,658 Closed
JWBC
546
John W. Brooker & Co
California
– -$38K -1,604 Closed
ICM
547
Islay Capital Management
Texas
– -$24K -1,008 Closed
GI
548
Gradient Investments
Minnesota
– -$19K -790 Closed
CIA
549
Cascade Investment Advisors
Oregon
– -$14.4K -600 Closed
1IA
550
1834 Investment Advisors
Wisconsin
– -$14K -586 Closed