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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
701
Black Diamond Financial
Maryland
– -$209K -8,892 Closed
MCM
702
Maple Capital Management
Vermont
– -$209K -8,889 Closed
VWA
703
Visionary Wealth Advisors
Illinois
– -$208K -8,882 Closed
KFG
704
Kelly Financial Group
Connecticut
– -$204K -8,701 Closed
SIC
705
Salem Investment Counselors
North Carolina
– -$49.4K -2,104 Closed
PS
706
Principal Securities
Iowa
– -$45.9K -1,957 Closed
MSG
707
Main Street Group
Virginia
– -$44.2K -1,882 Closed
CCM
708
Cloud Capital Management
Washington
– -$30K -1,280 Closed
DRP
709
Decker Retirement Planning
Utah
– -$26.1K -1,110 Closed
MAM
710
MMA Asset Management
Pennsylvania
– -$16K -682 Closed
GWSG
711
GPS Wealth Strategies Group
Colorado
– -$15.9K -677 Closed
M
712
MOTCO
Texas
– -$12.1K -517 Closed
AAS
713
Ameritas Advisory Services
Nebraska
– -$7.07K -301 Closed
CW
714
Curio Wealth
Maryland
– -$6.25K -267 Closed
GJIA
715
Glass Jacobson Investment Advisors
Maryland
– -$5.21K -222 Closed
KHC
716
Koesten Hirschmann & Crabtree
Kansas
– -$3.83K -163 Closed
HFS
717
Hantz Financial Services
Michigan
– -$1K -48 Closed
NC
718
North Capital
Utah
– -$1.04K -44 Closed
MFT
719
Moisand Fitzgerald Tamayo
Florida
– -$658 -28 Closed
ICM
720
Islay Capital Management
Texas
– -$516 -22 Closed
MG
721
Mather Group
Illinois
– -$47 -2 Closed