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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
201
Private Ocean
California
$29K +$157 +6 +0.5%
EA
202
Edge Advisors
Georgia
$28K +$28.6K +1,092 New
IF
203
Ironwood Financial
Arizona
$25K -$262 -10 -1%
NFG
204
Next Financial Group
Texas
$20K
PA
205
Parallel Advisors
California
$20K +$20.3K +776 New
SWA
206
Sutton Wealth Advisors
Florida
$19.6K
FNBT
207
FineMark National Bank & Trust
Florida
$17K +$17.4K +664 New
HCM
208
Horrell Capital Management
Arkansas
$16K +$10.9K +416 +187%
NC
209
NewSquare Capital
Pennsylvania
$13K
GBBWRPM
210
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K -$8.73K -334 -53%
HDIM
211
Hanson & Doremus Investment Management
Vermont
$4.31K +$1.05K +40 +31%
TIM
212
Tortoise Investment Management
New York
$1K +$1.05K +40 New
FMT
213
First Mercantile Trust
Tennessee
-$8.57M -319,512 Closed
FI
214
FormulaFolio Investments
Michigan
-$1.5M -56,056 Closed
ACM
215
Argentus Capital Management
Texas
-$1.39M -51,906 Closed
FA
216
FDx Advisors
Illinois
-$632K -24,178 Closed
AA
217
AlphaMark Advisors
Kentucky
-$544K -20,262 Closed
HR
218
Howe & Rusling
New York
-$448K -16,692 Closed
Baird Financial Group
219
Baird Financial Group
Wisconsin
-$403K -15,000 Closed
AA
220
Advisory Alpha
Michigan
-$349K -13,010 Closed
MWM
221
Modera Wealth Management
New Jersey
-$202K -7,524 Closed
ACM
222
Avalon Capital Management
California
-$201K -7,500 Closed
EWM
223
Evercore Wealth Management
New York
-$100K -3,720 Closed
CCM
224
Cribstone Capital Management
Maine
-$5K -186 Closed
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
-$3K -110 Closed