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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDIA
526
RE Dickinson Investment Advisors
Iowa
$43.5K -$26K -1,146 -38%
DFA
527
DHJJ Financial Advisors
Illinois
$43.3K +$227 +10 +0.5%
CPG
528
Cornerstone Planning Group
New Jersey
$39.6K -$44.7K -1,972 -54%
CMA
529
Cedar Mountain Advisors
Oregon
$38.8K +$363 +16 +1%
FMP
530
Financial Management Professionals
Texas
$36K – – –
LB
531
Legacy Bridge
Iowa
$34.9K – – –
HCM
532
Hollencrest Capital Management
California
$30.9K +$23.4K +1,034 +321%
PIP
533
Peachtree Investment Partners
Florida
$29.6K – – –
WIM
534
Westside Investment Management
California
$25.4K – – –
KFS
535
Kelly Financial Services
Massachusetts
$25.2K +$725 +32 +3%
NP
536
NorthRock Partners
Minnesota
$24K +$7.43K +328 +45%
SIS
537
Strategic Investment Solutions
Illinois
$23.7K +$19.9K +876 New
WCM
538
Weaver Capital Management
Georgia
$23.2K – – –
MHR
539
Matthew Hamilton Rosenberg
$21.1K – – –
FVIM
540
Fort Vancouver Investment Management
Washington
$19.6K +$19.5K +862 New
NA
541
NewEdge Advisors
Louisiana
$17.7K -$9.16K -404 -34%
GWSG
542
GPS Wealth Strategies Group
Colorado
$15.2K +$15.1K +668 New
HWA
543
Heritage Wealth Advisors
Virginia
$15.1K – – –
PA
544
Pineridge Advisors
Missouri
$13K – – –
Bank of Montreal
545
Bank of Montreal
Ontario, Canada
$12.9K -$25.6K -1,128 -67%
MA
546
Montag & Associates
Georgia
$12.5K +$136 +6 +1%
AFG
547
Albion Financial Group
Utah
$12K – – –
MFT
548
Moisand Fitzgerald Tamayo
Florida
$10.4K – – –
CI
549
Cordant Inc
Oregon
$10.3K – – –
EWM
550
EPG Wealth Management
Georgia
$9.12K -$9.06K -400 Closed