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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
551
Rockefeller Capital Management
New York
-$639K -27,686 Closed
WCF
552
West Coast Financial
California
-$530K -22,960 Closed
BWP
553
Balboa Wealth Partners
Arizona
-$511K -22,136 Closed
LWM
554
Laidlaw Wealth Management
New York
-$407K -17,648 Closed
SWG
555
Summit Wealth Group
Vermont
-$405K -17,552 Closed
SFO
556
Stokes Family Office
Louisiana
-$353K -15,316 Closed
LCM
557
Leisure Capital Management
California
-$315K -13,670 Closed
BJL
558
Brighton Jones LLC
Washington
-$305K -13,214 Closed
XF
559
XML Financial
Maryland
-$285K -12,328 Closed
SIA
560
SkyView Investment Advisors
New Jersey
-$282K -12,204 Closed
SBH
561
Segall Bryant & Hamill
Illinois
-$275K -11,934 Closed
BWP
562
BSW Wealth Partners
Colorado
-$271K -11,728 Closed
FI
563
FIDELIS iM
Oregon
-$250K -10,840 Closed
ACP
564
Arcus Capital Partners
Georgia
-$245K -10,610 Closed
GCA
565
Genesee Capital Advisors
New York
-$242K -10,472 Closed
AWM
566
Apollon Wealth Management
South Carolina
-$240K -10,398 Closed
CIA
567
Cladis Investment Advisory
Montana
-$220K -9,552 Closed
EWA
568
Exencial Wealth Advisors
Oklahoma
-$215K -9,332 Closed
MA
569
Modus Advisors
Minnesota
-$215K -9,322 Closed
TIM
570
Total Investment Management
Arizona
-$214K -9,292 Closed
GSEP
571
Golden State Equity Partners
California
-$208K -9,000 Closed
GC
572
Gilbert & Cook
Iowa
-$206K -8,936 Closed
TI
573
Trexquant Investment
Connecticut
-$201K -8,696 Closed
MCA
574
Magnolia Capital Advisors
Mississippi
-$200K -8,680 Closed
BA
575
Bristlecone Advisors
Washington
-$130K -5,646 Closed