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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
26
One Capital Management
California
$3.47M +$136K +5,142 +4%
LIM
27
Leavell Investment Management
Alabama
$3.32M +$2.04M +77,516 +161%
F
28
FutureAdvisor
California
$3.17M +$2.51M +95,174 +387%
FWM
29
Frontier Wealth Management
Missouri
$3.13M +$2.11K +80 +0.1%
HB
30
Homrich & Berg
Georgia
$2.59M -$3.11M -117,958 -55%
SFS
31
Summit Financial Strategies
Ohio
$2.58M +$102K +3,870 +4%
CWM
32
Cabot Wealth Management
Massachusetts
$2.12M +$2.11M +79,934 New
LFA
33
Landmark Financial Advisors
Kentucky
$2.11M +$116K +4,382 +6%
PMG
34
ProVise Management Group
Florida
$1.96M -$175K -6,626 -8%
FI
35
FormulaFolio Investments
Michigan
$1.96M +$296K +11,224 +18%
AIM
36
AMI Investment Management
Indiana
$1.94M +$1.52M +57,526 +364%
WA
37
Waverly Advisors
Alabama
$1.74M +$5.8K +220 +0.3%
SAM
38
Summit Asset Management
Tennessee
$1.73M +$120K +4,542 +7%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.66M -$1.54M -58,356 -48%
MAS
40
Madden Advisory Services
Florida
$1.56M -$94.7K -3,590 -6%
FF
41
Friedenthal Financial
New Jersey
$1.51M +$22.8K +866 +2%
PAG
42
Pinnacle Advisory Group
Maryland
$1.5M +$1.5M +56,720 New
Ameriprise
43
Ameriprise
Minnesota
$1.43M -$616K -23,356 -30%
VV
44
Valentine Ventures
Oregon
$1.25M -$11.3K -428 -0.9%
Mariner
45
Mariner
Kansas
$1.25M +$679K +25,746 +119%
NPC
46
National Planning Corporation
California
$1.24M +$1.25M +47,508 New
MAM
47
Marquette Asset Management
Minnesota
$1.19M +$8.18K +310 +0.7%
VNA
48
Valley National Advisers
Pennsylvania
$1.11M +$954K +36,156 +632%
FC
49
Financial Consulate
Maryland
$976K -$1.82M -68,914 -65%
PWM
50
Perigon Wealth Management
California
$955K -$44.3K -1,678 -4%