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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
551
Gradient Investments
Minnesota
$3.31K +$3.31K +144 New
ACA
552
Aptus Capital Advisors
Alabama
$3.27K
GWANC
553
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.27K
CWM
554
CarsonAllaria Wealth Management
Illinois
$3.22K +$3.22K +140 New
BC
555
Barrett & Company
Rhode Island
$3.17K
OAJ
556
Ogorek Anthony Joseph
New York
$3K
AIA
557
Armor Investment Advisors
North Carolina
$2.67K +$2.67K +116 New
LFA
558
LGT Financial Advisors
Texas
$2.65K +$276 +12 +12%
GWMI
559
Guardian Wealth Management (Illinois)
Illinois
$2.1K +$276 +12 +15%
CA
560
Continuum Advisory
Idaho
$1.48K +$1.52K +66 New
S
561
Sachetta
Massachusetts
$1.4K
BFPW
562
BOK Financial Private Wealth
Colorado
$1.38K
PAM
563
Palisade Asset Management
Minnesota
$1.29K +$1.29K +56 New
TAM
564
Tucker Asset Management
Colorado
$1.24K
AA
565
Addison Advisors
Vermont
$1.15K
TF
566
Tompkins Financial
New York
$1.1K
HFS
567
Hantz Financial Services
Michigan
$1K -$20.7K -900 -95%
HBW
568
Hazlett, Burt & Watson
West Virginia
$1K
SS
569
Sunbelt Securities
Texas
$736
SRCM
570
Signature Resources Capital Management
California
$626
AWM
571
AllSquare Wealth Management
New York
$230
First Manhattan
572
First Manhattan
New York
$230
OSAM
573
O'Shaughnessy Asset Management
Connecticut
$42 -$230 -10 -83%
CIBC Private Wealth Group
574
CIBC Private Wealth Group
Georgia
$2
FSWA
575
Financial Synergies Wealth Advisors
Texas
$1 -$1.79K -78 Closed