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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
Financial Consulate
Maryland
$2.77M +$2.76M +105,800 New
SFS
27
Summit Financial Strategies
Ohio
$2.45M +$2.44M +93,602 New
PMG
28
ProVise Management Group
Florida
$2.12M +$699K +26,776 +50%
Ameriprise
29
Ameriprise
Minnesota
$2.01M +$1.98M +76,076 +9,804%
LFA
30
Landmark Financial Advisors
Kentucky
$1.98M +$1.97M +75,546 New
WA
31
Waverly Advisors
Alabama
$1.72M +$67K +2,570 +4%
FI
32
FormulaFolio Investments
Michigan
$1.65M +$1.64M +62,834 New
MAS
33
Madden Advisory Services
Florida
$1.64M -$69.4K -2,660 -4%
SAM
34
Summit Asset Management
Tennessee
$1.59M +$1.59M +60,900 New
CWM
35
Concert Wealth Management
California
$1.48M +$461K +17,684 +46%
FF
36
Friedenthal Financial
New Jersey
$1.47M +$901K +34,520 +159%
LIM
37
Leavell Investment Management
Alabama
$1.26M +$1.25M +48,074 New
VV
38
Valentine Ventures
Oregon
$1.25M +$1.25M +47,846 New
MAM
39
Marquette Asset Management
Minnesota
$1.17M +$75.9K +2,910 +7%
PWM
40
Perigon Wealth Management
California
$989K +$121K +4,632 +14%
AC
41
Alexandria Capital
Virginia
$916K
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$882K +$638K +24,470 +266%
UBS Group
43
UBS Group
Switzerland
$841K +$838K +32,112 New
AF
44
Allworth Financial
California
$833K -$9.76K -374 -1%
Bank of America
45
Bank of America
North Carolina
$781K +$342K +13,124 +78%
HSA
46
HBK Sorce Advisory
Pennsylvania
$780K -$283K -10,856 -27%
F
47
FutureAdvisor
California
$641K +$642K +24,596 New
SGS
48
Sterling Global Strategies
California
$633K +$631K +24,182 New
SAM
49
Stringer Asset Management
Tennessee
$586K +$88K +3,372 +18%
VKH
50
Virtu KCG Holdings
New York
$579K +$577K +22,120 New