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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
651
Birchbrook
Maine
$3.03K +$47 +2 +2%
WAG
652
Wilkerson Advisory Group
Missouri
$2.88K +$2.89K +123 New
KFP
653
Kerr Financial Planning
California
$2.62K +$1.31K +56 +100%
BAM
654
Bellevue Asset Management
Washington
$2.48K
PWA
655
Physician Wealth Advisors
Utah
$2.2K
TRCT
656
Tower Research Capital (TRC)
New York
$1.94K +$1.95K +83 New
TCM
657
Tradewinds Capital Management
Washington
$1.79K +$1.81K +77 New
WCM
658
Weaver Capital Management
Georgia
$1.78K
MEG
659
Millstone Evans Group
Colorado
$1.68K
CSC
660
Caldwell Sutter Capital
California
$1.53K +$23 +1 +2%
BFPW
661
BOK Financial Private Wealth
Colorado
$1.4K
HPC
662
HM Payson & Co
Maine
$1.22K +$1.22K +52 New
AA
663
Addison Advisors
Vermont
$1.17K
TF
664
Tompkins Financial
New York
$1.12K
IIM
665
IFC & Insurance Marketing
California
$1K +$493 +21 New
IF
666
Integrity Financial
Wyoming
$467
CFG
667
Clayton Financial Group
Missouri
$169 +$164 +7 New
MAFA
668
MJT & Associates Financial Advisory
Minnesota
$94
KPP
669
Kings Path Partners
Texas
$93 -$5.61K -239 -98%
KFGG
670
Keystone Financial Group (Georgia)
Georgia
$24 -$222K -9,438 -100%
WA
671
Waterford Advisors
New York
-$9.02M -384,326 Closed
VPP
672
Vertex Planning Partners
Illinois
-$5.39M -229,453 Closed
OMC
673
Old Mission Capital
Illinois
-$5.09M -216,925 Closed
FPAS
674
Focus Partners Advisor Solutions
Missouri
-$4.93M -210,124 Closed
Citadel Advisors
675
Citadel Advisors
Florida
-$2.41M -102,569 Closed