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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRC
576
New Republic Capital
North Carolina
$115K
AAG
577
Armstrong Advisory Group
Massachusetts
$110K +$110K +4,739 New
Fifth Third Bancorp
578
Fifth Third Bancorp
Ohio
$102K +$2.38K +103 +2%
BWM
579
Bullock Wealth Management
Indiana
$99.8K +$100K +4,332 New
OSAM
580
O'Shaughnessy Asset Management
Connecticut
$91.8K
BlackRock
581
BlackRock
New York
$87.5K +$3.96K +171 +5%
GIP
582
Granite Investment Partners
California
$87.4K
RIL
583
Rothschild Investment LLC
Illinois
$86K
UFPG
584
United Financial Planning Group
New York
$77.8K +$787 +34 +1%
LF
585
LifeSteps Financial
California
$76.6K +$76.6K +3,311 New
CIA
586
Cape Investment Advisory
Georgia
$72.6K +$72.7K +3,141 New
WETS
587
Wealth Enhancement Trust Services
South Dakota
$71.2K
SWP
588
Strategic Wealth Partners
Ohio
$69.3K
TF
589
Tompkins Financial
New York
$66.2K -$176K -7,602 -73%
MA
590
MCF Advisors
Kentucky
$65.6K +$46 +2 +0.1%
Fidelity Investments
591
Fidelity Investments
Massachusetts
$65.3K -$11.2K -484 -15%
National Bank of Canada
592
National Bank of Canada
Quebec, Canada
$61.3K
SIC
593
Salem Investment Counselors
North Carolina
$57.8K +$6.9K +298 +14%
TFA
594
Toth Financial Advisory
Virginia
$56K -$25.6K -1,105 -31%
AssetMark Inc
595
AssetMark Inc
California
$55.2K +$7.71K +333 +16%
CSP
596
Cary Street Partners
Virginia
$54.6K
VCM
597
Versant Capital Management
Arizona
$51.7K -$364K -15,734 -88%
SC
598
SouthState Corp
Florida
$51.2K
GWM
599
Geneos Wealth Management
Colorado
$49.5K
AG
600
AmeriFlex Group
Nevada
$47.8K