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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
AllSquare Wealth Management
New York
$2.37K +$2.34K +102 New
WCM
627
Weaver Capital Management
Georgia
$1.77K – – –
MEG
628
Millstone Evans Group
Colorado
$1.67K – – –
BFPW
629
BOK Financial Private Wealth
Colorado
$1.4K – – –
MWA
630
Moser Wealth Advisors
Washington
$1.21K +$1.19K +52 New
AA
631
Addison Advisors
Vermont
$1.16K – – –
GM
632
GeoWealth Management
Illinois
$1.13K +$46 +2 +4%
TF
633
Tompkins Financial
New York
$1.12K – – –
HFS
634
Hantz Financial Services
Michigan
$1K -$207 -9 -16%
NC
635
North Capital
Utah
$997 +$23 +1 +2%
MFT
636
Moisand Fitzgerald Tamayo
Florida
$977 -$6.1K -266 -86%
SS
637
Sunbelt Securities
Texas
$726 +$734 +32 New
ICM
638
Islay Capital Management
Texas
$511 – – –
IF
639
Integrity Financial
Wyoming
$465 – – –
SRCM
640
Signature Resources Capital Management
California
$279 – – –
NC
641
NewSquare Capital
Pennsylvania
$139 – – –
MAFA
642
MJT & Associates Financial Advisory
Minnesota
$93 – – –
SN
643
Sittner & Nelson
Oregon
$93 – – –
ADL
644
Asset Dedication LLC
California
$93 +$92 +4 New
CIA
645
Cape Investment Advisory
Georgia
$74 +$46 +2 +200%
OSAM
646
O'Shaughnessy Asset Management
Connecticut
$46 -$422K -18,371 -100%
KPP
647
Kings Path Partners
Texas
$46 -$2.82K -123 -98%
PNC Financial Services Group
648
PNC Financial Services Group
Pennsylvania
$11 -$1.42K -62 Closed
MA
649
MCF Advisors
Kentucky
$1 – – –
Jane Street
650
Jane Street
New York
– -$52.7M -2,274,341 Closed