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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$521K +$403K +15,876 +329%
Bank of America
27
Bank of America
North Carolina
$455K +$77.5K +3,054 +20%
ACM
28
Avalon Capital Management
California
$394K +$398K +15,686 New
BCI
29
Brinker Capital Investments
Pennsylvania
$370K +$200K +7,874 +115%
AIM
30
Aspen Investment Management
Michigan
$362K -$34K -1,340 -9%
PFA
31
Pure Financial Advisors
California
$354K +$99.7K +3,928 +39%
FF
32
Friedenthal Financial
New Jersey
$349K +$353K +13,888 New
CAM
33
Cubic Asset Management
Massachusetts
$280K
SGAM
34
Steinberg Global Asset Management
Florida
$232K -$3.5K -138 -1%
PFG
35
Piershale Financial Group
Illinois
$138K +$139K +5,476 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$93K +$78.5K +3,092 +524%
AA
37
Apriem Advisors
California
$54K -$8.12K -320 -13%
AIG
38
American International Group
New York
$50.3K
MFS
39
MSI Financial Services
Massachusetts
$32K +$31.9K +1,256 New
CDIA
40
Capital Directions Investment Advisors
Georgia
$27K -$43.4K -1,710 -62%
VIA
41
Vantage Investment Advisors
Pennsylvania
$21K +$20.9K +824 New
Ameriprise
42
Ameriprise
Minnesota
$20K
MA
43
MCF Advisors
Kentucky
$2K -$355 -14 -15%
EMA
44
Efficient Market Advisors
California
$2K +$1.57K +62 New
UCFA
45
United Capital Financial Advisors
Texas
-$5.21M -205,036 Closed
RIA
46
Regal Investment Advisors
Michigan
-$379K -14,928 Closed
VWM
47
Vector Wealth Management
Minnesota
-$322K -12,662 Closed
TF
48
Trutina Financial
Washington
-$31K -1,220 Closed
TIM
49
Tortoise Investment Management
New York
-$21K -820 Closed
HR
50
Howe & Rusling
New York
-$9K -360 Closed