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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
526
Tortoise Investment Management
New York
$1.83K
FSWA
527
Financial Synergies Wealth Advisors
Texas
$1.78K
BFPW
528
BOK Financial Private Wealth
Colorado
$1.69K
GWMI
529
Guardian Wealth Management (Illinois)
Illinois
$1.25K +$182 +8 +17%
AA
530
Addison Advisors
Vermont
$1.14K
SSG
531
Summit Securities Group
New York
$1K +$637 +28 New
TF
532
Tompkins Financial
New York
$1K +$1.09K +48 New
KM
533
Kalos Management
Georgia
$867 +$865 +38 New
AWM
534
Accurate Wealth Management
Florida
$652 +$637 +28 New
R
535
Rebalance
California
$411 +$410 +18 New
RDFA
536
Ritter Daniher Financial Advisory
Ohio
$375 +$364 +16 New
First Manhattan
537
First Manhattan
New York
$228
AWM
538
Atticus Wealth Management
Florida
$49
WIM
539
Westside Investment Management
California
$25
Susquehanna International Group
540
Susquehanna International Group
Pennsylvania
-$5.49M -241,028 Closed
GAM
541
Gemmer Asset Management
California
-$3.78M -166,924 Closed
FWI
542
Facet Wealth Inc
Maryland
-$3.64M -164,394 Closed
HF
543
HRT Financial
New York
-$2.63M -116,224 Closed
Baird Financial Group
544
Baird Financial Group
Wisconsin
-$1.73M -76,140 Closed
CF
545
Centaurus Financial
California
-$1.66M -73,156 Closed
TNA
546
True North Advisors
Texas
-$1.55M -68,282 Closed
RJT
547
Raymond James Trust
Florida
-$1.14M -50,318 Closed
SHWM
548
Smith & Howard Wealth Management
Georgia
-$826K -36,466 Closed
TSS
549
Two Sigma Securities
New York
-$655K -28,904 Closed
SIC
550
SJS Investment Consulting
Ohio
-$519K -22,918 Closed