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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
601
Townsend Asset Management
North Carolina
$47.6K +$440 +19 +0.9%
CA
602
Continuum Advisory
Idaho
$44.5K +$44.5K +1,922 New
NA
603
NewEdge Advisors
Louisiana
$44.3K +$5.14K +222 +13%
S
604
SignatureFD
Georgia
$41.4K
Rockefeller Capital Management
605
Rockefeller Capital Management
New York
$37.6K +$30.7K +1,325 +442%
FMP
606
Financial Management Professionals
Texas
$36.2K
BWM
607
Bernard Wealth Management
Michigan
$35.8K
DFA
608
DHJJ Financial Advisors
Illinois
$35.6K +$208 +9 +0.6%
LB
609
Legacy Bridge
Iowa
$35.4K
RF
610
Robinswood Financial
Washington
$32K
LFA
611
LGT Financial Advisors
Texas
$27.9K
TIM
612
Thompson Investment Management
Wisconsin
$27.7K
AF
613
Allworth Financial
California
$24.6K -$3.52K -152 -13%
GFA
614
Godfrey Financial Associates
New York
$24.3K
TBFA
615
Three Bearings Fiduciary Advisors
New Hampshire
$24.3K
GWM
616
Gilpin Wealth Management
Colorado
$22.9K -$4.63K -200 -17%
MHR
617
Matthew Hamilton Rosenberg
$21.5K
SIS
618
Strategic Investment Solutions
Illinois
$20.9K +$208 +9 +1%
WWMSC
619
Wagner Wealth Management (South Carolina)
South Carolina
$18.1K +$23 +1 +0.1%
Bank of Montreal
620
Bank of Montreal
Ontario, Canada
$17.1K
HWA
621
Heritage Wealth Advisors
Virginia
$17K +$23 +1 +0.1%
CPG
622
Cornerstone Planning Group
New Jersey
$16.8K +$11K +475 +183%
CI
623
Cordant Inc
Oregon
$16.8K
PIP
624
Peachtree Investment Partners
Florida
$15K
UB
625
UMB Bank
Missouri
$15K