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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFL
526
Financial Freedom LLC
Ohio
$2.31K +$2.28K +98 New
FSWA
527
Financial Synergies Wealth Advisors
Texas
$1.84K – – –
EI
528
Ellevest Inc
New York
$1.69K +$1.68K +72 New
TFP
529
Tilia Fiduciary Partners
North Carolina
$1.61K -$5.26K -226 -77%
CT
530
Cambridge Trust
Massachusetts
$1.59K – – –
GWMI
531
Guardian Wealth Management (Illinois)
Illinois
$1.38K +$93 +4 +7%
TAM
532
Tucker Asset Management
Colorado
$1.27K +$1.26K +54 New
AA
533
Addison Advisors
Vermont
$1.17K – – –
TF
534
Tompkins Financial
New York
$1.13K – – –
TRCT
535
Tower Research Capital (TRC)
New York
$1K +$745 +32 New
KM
536
Kalos Management
Georgia
$891 – – –
HNB
537
Huntington National Bank
Ohio
$470 – – –
RDFA
538
Ritter Daniher Financial Advisory
Ohio
$388 – – –
AWM
539
AllSquare Wealth Management
New York
$235 +$233 +10 New
First Manhattan
540
First Manhattan
New York
$234 – – –
CIA
541
Cape Investment Advisory
Georgia
$146 +$140 +6 New
MA
542
MCF Advisors
Kentucky
$1 – – –
AO
543
Advisor OS
Illinois
– -$17.7M -774,192 Closed
FPCG
544
Fort Pitt Capital Group
Pennsylvania
– -$2.97M -130,166 Closed
WIM
545
WealthPlan Investment Management
Nebraska
– -$2.72M -117,038 Closed
Renaissance Technologies
546
Renaissance Technologies
New York
– -$2.17M -95,000 Closed
AP
547
Adero Partners
California
– -$1.35M -59,286 Closed
ASI
548
Advisory Services & Investments
Oregon
– -$1.25M -54,794 Closed
JSL
549
JT Stratford LLC
Georgia
– -$984K -43,114 Closed
WFA
550
Wade Financial Advisory
California
– -$820K -35,942 Closed