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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFG
526
Kelly Financial Group
Connecticut
$207K +$204K +8,893 New
IFA
527
Index Fund Advisors
California
$205K +$2.04K +89 +1%
KGP
528
Keystone Global Partners
Colorado
$205K -$71.5K -3,116 -26%
PFBT
529
Parkside Financial Bank & Trust
Missouri
$204K +$2.04K +89 +1%
AAS
530
Ameritas Advisory Services
Nebraska
$204K +$202K +8,787 New
BDF
531
Black Diamond Financial
Maryland
$204K +$201K +8,762 New
Fisher Asset Management
532
Fisher Asset Management
Washington
$203K +$200K +8,722 New
TPWA
533
Twin Peaks Wealth Advisors
California
$188K -$30.5K -1,328 -14%
GWANC
534
Guardian Wealth Advisors (North Carolina)
North Carolina
$186K -$19.8K -864 -10%
EA
535
Evolution Advisers
Virginia
$177K – – –
PWMG
536
Prestige Wealth Management Group
New Jersey
$175K -$3.85K -168 -2%
AAP
537
Arax Advisory Partners
Colorado
$171K +$159K +6,930 +1,694%
IRC
538
Investors Research Corp
Georgia
$165K – – –
Fidelity Investments
539
Fidelity Investments
Massachusetts
$161K -$25.1K -1,094 -14%
VNA
540
Valley National Advisers
Pennsylvania
$160K – – –
AF
541
Advisornet Financial
Minnesota
$145K +$20.9K +909 +17%
TIM
542
Total Investment Management
Arizona
$142K +$140K +6,099 New
EK
543
Evensky & Katz
Florida
$131K -$148K -6,446 -53%
FRA
544
Front Row Advisors
California
$129K -$6.42K -280 -5%
SWM
545
Spire Wealth Management
Virginia
$128K -$25.6K -1,116 -17%
Wells Fargo
546
Wells Fargo
California
$126K +$114K +4,977 +1,166%
CTA
547
Colonial Trust Advisors
South Carolina
$122K +$46 +2 +0%
NMG
548
New Millennium Group
Utah
$116K – – –
CA
549
CoreCap Advisors
Michigan
$114K -$3.26K -142 -3%
SPIA
550
Steward Partners Investment Advisory
New York
$109K +$30.8K +1,343 +40%