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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
626
Heritage Wealth Advisors
Virginia
$16.9K +$23 +1 +0.1%
PIP
627
Peachtree Investment Partners
Florida
$15.2K
UB
628
UMB Bank
Missouri
$15.2K +$15.3K +650 New
WIM
629
Westside Investment Management
California
$15K
MA
630
Montag & Associates
Georgia
$13.6K +$188 +8 +1%
CIAS
631
Capital Investment Advisory Services
North Carolina
$13.6K
ACA
632
American Capital Advisory
Idaho
$12.9K
Bank of Montreal
633
Bank of Montreal
Ontario, Canada
$12.5K
ACM
634
Anfield Capital Management
California
$12K +$70 +3 +0.6%
Rockefeller Capital Management
635
Rockefeller Capital Management
New York
$11.8K -$4.77K -203 -29%
OAJ
636
Ogorek Anthony Joseph
New York
$11K +$141 +6 +1%
AA
637
Atmos Advisory
Pennsylvania
$9.09K
SC
638
SouthState Corp
Florida
$8.09K +$8.13K +346 New
TC
639
Trust Company
Kansas
$8.09K +$8.13K +346 New
S
640
Sachetta
Massachusetts
$7.76K +$94 +4 +1%
CVM
641
Cheviot Value Management
California
$6.73K
AIC
642
Archer Investment Corporation
Indiana
$6.46K +$94 +4 +1%
SA
643
Strategic Advocates
Utah
$6.28K
PCM
644
Palouse Capital Management
Washington
$6.17K
CPG
645
Cornerstone Planning Group
New Jersey
$6.03K -$5.24M -223,205 -100%
BBHC
646
Brown Brothers Harriman & Co
New York
$5.12K
NEAM
647
New England Asset Management
Connecticut
$4.67K
HCM
648
Horrell Capital Management
Arkansas
$4.07K
BC
649
Barrett & Company
Rhode Island
$3.23K
WWMSC
650
Wagner Wealth Management (South Carolina)
South Carolina
$3.08K +$47 +2 +2%