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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSP
601
Cary Street Partners
Virginia
$55.4K +$55.7K +2,371 New
GWM
602
Geneos Wealth Management
Colorado
$51.1K -$23.7K -1,008 -32%
MA
603
MCF Advisors
Kentucky
$51K +$51.2K +2,182 New
AG
604
AmeriFlex Group
Nevada
$48.3K +$48.6K +2,068 New
TAM
605
Townsend Asset Management
North Carolina
$47.3K -$7.07K -301 -13%
CIBC Private Wealth Group
606
CIBC Private Wealth Group
Georgia
$47.3K +$43.8K +1,864 +1,165%
S
607
SignatureFD
Georgia
$41.8K -$10.8K -462 -21%
NA
608
NewEdge Advisors
Louisiana
$39.4K -$214K -9,128 -84%
Citigroup
609
Citigroup
New York
$37.9K -$399 -17 -1%
FMP
610
Financial Management Professionals
Texas
$36.6K – – –
BWM
611
Bernard Wealth Management
Michigan
$36.2K +$5.66K +241 +18%
WCM
612
Winthrop Capital Management
Indiana
$36K – – –
LB
613
Legacy Bridge
Iowa
$35.8K – – –
AF
614
Allworth Financial
California
$33.7K -$14.8K -629 -30%
DFA
615
DHJJ Financial Advisors
Illinois
$33.1K -$1.34K -57 -4%
TAM
616
Tucker Asset Management
Colorado
$29.2K – – –
TIM
617
Thompson Investment Management
Wisconsin
$28K – – –
GWM
618
Gilpin Wealth Management
Colorado
$27.8K +$27.9K +1,190 New
LFA
619
LGT Financial Advisors
Texas
$27.4K – – –
TBFA
620
Three Bearings Fiduciary Advisors
New Hampshire
$24.6K +$24.7K +1,050 New
GFA
621
Godfrey Financial Associates
New York
$24.5K +$24.7K +1,050 New
HC
622
Hurley Capital
New York
$23.4K – – –
MHR
623
Matthew Hamilton Rosenberg
$21.7K – – –
SIS
624
Strategic Investment Solutions
Illinois
$20.7K +$258 +11 +1%
MA
625
Modus Advisors
Minnesota
$17.6K +$17.7K +752 New