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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
301
Fairview Capital Investment Management
California
$238K
PA
302
Pinnacle Associates
New York
$238K +$6.63K +260 +3%
ASN
303
Advisory Services Network
Georgia
$233K +$8.57K +336 +4%
LWAC
304
Laurel Wealth Advisors (California)
California
$231K +$227K +8,888 New
RCC
305
Red Cedar Capital
Nebraska
$229K -$2.96K -116 -1%
BPB
306
Badgley, Phelps & Bell
Washington
$229K
CA
307
Cetera Advisors
Colorado
$228K -$7.2K -282 -3%
PWA
308
Providence Wealth Advisors
Illinois
$225K
OCG
309
Opus Capital Group
Ohio
$225K +$7.91K +310 +4%
WA
310
Wealth Architects
California
$221K +$217K +8,502 New
LSAG
311
Lake Street Advisors Group
New Hampshire
$220K +$216K +8,480 New
Royal Bank of Canada
312
Royal Bank of Canada
Ontario, Canada
$217K +$18.6K +728 +10%
ODCM
313
Old Dominion Capital Management
Virginia
$215K +$213K +8,360 New
IIC
314
Ironwood Investment Counsel
Arizona
$210K
AWA
315
Acorn Wealth Advisors
Michigan
$210K +$1.38K +54 +0.7%
LJAC
316
L.J. Altfest & Co
New York
$206K +$202K +7,926 New
BCM
317
Blume Capital Management
California
$203K +$408 +16 +0.2%
PCMC
318
Private Capital Management (Colorado)
Colorado
$202K +$199K +7,788 New
FA
319
Financial Advisors
Massachusetts
$202K +$199K +7,800 New
CIAS
320
Capital Investment Advisory Services
North Carolina
$193K -$756K -29,622 -80%
LFG
321
Larson Financial Group
Missouri
$191K -$7.09K -278 -4%
HWA
322
Heritage Wealth Advisors
Virginia
$178K +$112K +4,406 +179%
JP Morgan Chase
323
JP Morgan Chase
New York
$165K -$136K -5,318 -45%
PMFA
324
Plante Moran Financial Advisors
Michigan
$159K +$147K +5,756 +1,515%
HGWM
325
Harvest Group Wealth Management
Massachusetts
$157K -$13.7M -538,324 -99%