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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Versant Capital Management
Arizona
$51.7K -$364K -15,734 -88%
SC
602
SouthState Corp
Florida
$51.2K – – –
GWM
603
Geneos Wealth Management
Colorado
$49.5K – – –
AG
604
AmeriFlex Group
Nevada
$47.8K – – –
TAM
605
Townsend Asset Management
North Carolina
$47.6K +$440 +19 +0.9%
CA
606
Continuum Advisory
Idaho
$44.5K +$44.5K +1,922 New
NA
607
NewEdge Advisors
Louisiana
$44.3K +$5.14K +222 +13%
S
608
SignatureFD
Georgia
$41.4K – – –
Rockefeller Capital Management
609
Rockefeller Capital Management
New York
$37.6K +$30.7K +1,325 +442%
FMP
610
Financial Management Professionals
Texas
$36.2K – – –
BWM
611
Bernard Wealth Management
Michigan
$35.8K – – –
DFA
612
DHJJ Financial Advisors
Illinois
$35.6K +$208 +9 +0.6%
LB
613
Legacy Bridge
Iowa
$35.4K – – –
RF
614
Robinswood Financial
Washington
$32K – – –
LFA
615
LGT Financial Advisors
Texas
$27.9K – – –
TIM
616
Thompson Investment Management
Wisconsin
$27.7K – – –
TAM
617
Tucker Asset Management
Colorado
$27.7K – – –
AF
618
Allworth Financial
California
$24.6K -$3.52K -152 -13%
GFA
619
Godfrey Financial Associates
New York
$24.3K – – –
TBFA
620
Three Bearings Fiduciary Advisors
New Hampshire
$24.3K – – –
GWM
621
Gilpin Wealth Management
Colorado
$22.9K -$4.63K -200 -17%
MHR
622
Matthew Hamilton Rosenberg
$21.5K – – –
SIS
623
Strategic Investment Solutions
Illinois
$20.9K +$208 +9 +1%
WWMSC
624
Wagner Wealth Management (South Carolina)
South Carolina
$18.1K +$23 +1 +0.1%
Bank of Montreal
625
Bank of Montreal
Ontario, Canada
$17.1K – – –