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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
26
Bartlett & Co
Ohio
$5M +$464K +17,906 +10%
EWA
27
EP Wealth Advisors
California
$4.95M +$4.5M +173,620 +925%
WAM
28
Wealthspire Advisors (Maryland)
Maryland
$4.8M +$4.83M +186,270 New
CMP
29
Courage Miller Partners
Virginia
$4.42M +$306K +11,822 +7%
EWM
30
Empirical Wealth Management
Washington
$4.4M +$506K +19,544 +13%
CC
31
Callan Capital
California
$4.27M +$146K +5,630 +4%
FF
32
Friedenthal Financial
New Jersey
$3.95M +$877K +33,858 +28%
AWMF
33
Arbor Wealth Management (Florida)
Florida
$3.92M +$3.88M +149,588 New
BSB
34
Bangor Savings Bank
Maine
$3.83M -$224K -8,636 -5%
FC
35
Financial Consulate
Maryland
$3.81M -$518 -20 -0%
Morgan Stanley
36
Morgan Stanley
New York
$3.7M +$2.89M +111,664 +347%
FANJ
37
Financial Architects (New Jersey)
New Jersey
$3.67M +$1.32M +50,824 +55%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.67M +$2.92M +112,568 +377%
DWM
39
Destination Wealth Management
California
$3.62M +$3.64M +140,558 New
GC
40
Gratus Capital
Georgia
$3.56M +$3.58M +138,330 New
PTCG
41
Pring Turner Capital Group
California
$3.54M -$122K -4,712 -3%
Jane Street
42
Jane Street
New York
$3.49M +$2.22M +85,686 +172%
Allianz Asset Management
43
Allianz Asset Management
Germany
$3.34M +$3.36M +129,712 New
PAG
44
Pinnacle Advisory Group
Maryland
$3.3M +$2.56M +98,700 +336%
FWM
45
Frontier Wealth Management
Missouri
$2.82M +$6.79K +262 +0.2%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$2.73M +$2.31M +89,052 +525%
LIM
47
Leavell Investment Management
Alabama
$2.73M -$44.4K -1,714 -2%
AIM
48
AMI Investment Management
Indiana
$2.63M +$525K +20,240 +25%
WA
49
Waverly Advisors
Alabama
$2.59M +$798K +30,800 +44%
SFS
50
Summit Financial Strategies
Ohio
$2.54M +$65.7K +2,536 +3%