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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPP
626
Kings Path Partners
Texas
$2.9K +$23 +1 +0.8%
LFA
627
LGT Financial Advisors
Texas
$2.78K +$23 +1 +0.8%
BAM
628
Bellevue Asset Management
Washington
$2.45K – – –
S
629
Sachetta
Massachusetts
$2.13K +$23 +1 +1%
WCM
630
Weaver Capital Management
Georgia
$1.76K – – –
MEG
631
Millstone Evans Group
Colorado
$1.67K – – –
PNC Financial Services Group
632
PNC Financial Services Group
Pennsylvania
$1.44K – – –
BFPW
633
BOK Financial Private Wealth
Colorado
$1.39K – – –
VWA
634
Valued Wealth Advisors
Utah
$1.21K +$1.19K +52 New
AA
635
Addison Advisors
Vermont
$1.16K – – –
TF
636
Tompkins Financial
New York
$1.11K – – –
GM
637
GeoWealth Management
Illinois
$1.08K +$435 +19 +68%
HFS
638
Hantz Financial Services
Michigan
$1K +$115 +5 +10%
NC
639
North Capital
Utah
$984 +$962 +42 New
CA
640
Continuum Advisory
Idaho
$814 – – –
ICM
641
Islay Capital Management
Texas
$510 +$504 +22 New
IF
642
Integrity Financial
Wyoming
$463 – – –
SRCM
643
Signature Resources Capital Management
California
$288 – – –
NC
644
NewSquare Capital
Pennsylvania
$139 – – –
SN
645
Sittner & Nelson
Oregon
$93 – – –
MAFA
646
MJT & Associates Financial Advisory
Minnesota
$93 +$92 +4 New
MG
647
Mather Group
Illinois
$46 -$63K -2,752 -100%
CIA
648
Cape Investment Advisory
Georgia
$18 – – –
FW
649
Fairway Wealth
Ohio
$3 – – –
MA
650
MCF Advisors
Kentucky
$1 – – –