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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Concert Wealth Management
California
$765K +$778K +30,172 New
BL
27
BCWM LLC
Kansas
$704K -$30.7K -1,192 -4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$677K +$672K +26,094 New
FF
29
Friedenthal Financial
New Jersey
$553K +$24.9K +968 +5%
BCI
30
Brinker Capital Investments
Pennsylvania
$539K +$67.7K +2,626 +14%
Mariner
31
Mariner
Kansas
$498K +$495K +19,196 New
BSW
32
Buckingham Strategic Wealth
Missouri
$484K -$128K -4,966 -21%
Bank of America
33
Bank of America
North Carolina
$465K -$36.7K -1,426 -7%
AIM
34
Aspen Investment Management
Michigan
$407K +$32.5K +1,260 +9%
PWM
35
Perigon Wealth Management
California
$391K +$146K +5,664 +60%
HR
36
Howe & Rusling
New York
$374K +$216K +8,400 +140%
PFA
37
Pure Financial Advisors
California
$372K -$12.4K -482 -3%
TCM
38
Tuttle Capital Management
Connecticut
$349K -$120K -4,638 -26%
CAM
39
Cubic Asset Management
Massachusetts
$332K +$16.8K +650 +5%
JFG
40
JMG Financial Group
Illinois
$331K +$328K +12,742 New
AF
41
Allworth Financial
California
$282K +$280K +10,876 New
AG
42
Appleton Group
Wisconsin
$268K +$13.7K +532 +5%
GC
43
Garde Capital
Washington
$261K +$259K +10,066 New
BFPW
44
BOK Financial Private Wealth
Colorado
$237K +$18.8K +728 +9%
Wells Fargo
45
Wells Fargo
California
$184K +$182K +7,074 New
TIM
46
Tortoise Investment Management
New York
$145K +$57.5K +2,230 +67%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$132K -$6.75K -262 -5%
WCM
48
Wealthcare Capital Management
Virginia
$115K
AIG
49
American International Group
New York
$51.9K
JWA
50
JFS Wealth Advisors
Pennsylvania
$51K +$50.2K +1,948 New