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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
526
Salem Investment Counselors
North Carolina
$43.7K +$582 +26 +1%
WCM
527
Winthrop Capital Management
Indiana
$37.3K +$35.8K +1,600 New
FMP
528
Financial Management Professionals
Texas
$37K +$25.7K +1,150 +275%
LB
529
Legacy Bridge
Iowa
$35.7K -$80.5K -3,600 -70%
SC
530
Stephens Consulting
Michigan
$32.4K
PIP
531
Peachtree Investment Partners
Florida
$30.3K
WIM
532
Westside Investment Management
California
$26K
KFS
533
Kelly Financial Services
Massachusetts
$23.7K -$4.25K -190 -16%
MIM
534
Macroview Investment Management
Maryland
$22.2K +$224 +10 +1%
HFS
535
Hantz Financial Services
Michigan
$22K
MHR
536
Matthew Hamilton Rosenberg
$21.8K
SIS
537
Strategic Investment Solutions
Illinois
$21.6K -$1.27M -56,780 -98%
HWA
538
Heritage Wealth Advisors
Virginia
$15.4K +$268 +12 +2%
NCM
539
Northwest Capital Management
Oregon
$14.9K
PA
540
Pineridge Advisors
Missouri
$13.3K +$12.8K +572 New
OLVIG
541
Oliver Lagore Vanvalin Investment Group
Michigan
$12.9K -$67.9K -3,036 -85%
AC
542
AlphaCore Capital
California
$12.7K +$12.2K +544 New
MA
543
Montag & Associates
Georgia
$12.6K +$134 +6 +1%
SA
544
Scarborough Advisors
Maryland
$12.5K +$12K +538 New
Bank of Montreal
545
Bank of Montreal
Ontario, Canada
$12.5K
AFG
546
Albion Financial Group
Utah
$12.3K
IPW
547
Impact Partnership Wealth
Georgia
$11.8K +$11.3K +506 New
GGI
548
Godsey & Gibb Inc
Virginia
$11.2K +$10.7K +480 New
MFT
549
Moisand Fitzgerald Tamayo
Florida
$10.6K -$12.3K -550 -55%
CI
550
Cordant Inc
Oregon
$10.6K -$2.19K -98 -18%