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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MEG
626
Millstone Evans Group
Colorado
$1.67K
BFPW
627
BOK Financial Private Wealth
Colorado
$1.4K
MWA
628
Moser Wealth Advisors
Washington
$1.21K +$1.19K +52 New
AA
629
Addison Advisors
Vermont
$1.16K
GM
630
GeoWealth Management
Illinois
$1.13K +$46 +2 +4%
TF
631
Tompkins Financial
New York
$1.12K
HFS
632
Hantz Financial Services
Michigan
$1K -$207 -9 -16%
NC
633
North Capital
Utah
$997 +$23 +1 +2%
MFT
634
Moisand Fitzgerald Tamayo
Florida
$977 -$6.1K -266 -86%
SS
635
Sunbelt Securities
Texas
$726 +$734 +32 New
ICM
636
Islay Capital Management
Texas
$511
IF
637
Integrity Financial
Wyoming
$465
SRCM
638
Signature Resources Capital Management
California
$279
NC
639
NewSquare Capital
Pennsylvania
$139
MAFA
640
MJT & Associates Financial Advisory
Minnesota
$93
SN
641
Sittner & Nelson
Oregon
$93
ADL
642
Asset Dedication LLC
California
$93 +$92 +4 New
CIA
643
Cape Investment Advisory
Georgia
$74 +$46 +2 +200%
OSAM
644
O'Shaughnessy Asset Management
Connecticut
$46 -$422K -18,371 -100%
KPP
645
Kings Path Partners
Texas
$46 -$2.82K -123 -98%
PNC Financial Services Group
646
PNC Financial Services Group
Pennsylvania
$11 -$1.42K -62 Closed
MA
647
MCF Advisors
Kentucky
$1
Jane Street
648
Jane Street
New York
-$52.7M -2,274,341 Closed
SA
649
Scarborough Advisors
Maryland
-$10.1M -434,259 Closed
ICCON
650
Investment Counsel Company of Nevada
Nevada
-$4.25M -183,387 Closed