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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Stringer Asset Management
Tennessee
$38K +$37.5K +1,454 New
PO
52
Private Ocean
California
$29K +$9.95K +386 +53%
CDIA
53
Capital Directions Investment Advisors
Georgia
$28K
Ameriprise
54
Ameriprise
Minnesota
$20K -$1.19K -46 -6%
MFS
55
MSI Financial Services
Massachusetts
$20K
VIA
56
Vantage Investment Advisors
Pennsylvania
$19K -$2.63K -102 -12%
JFA
57
JNBA Financial Advisors
Minnesota
$13K +$14.6K +568 New
VCM
58
Vigilant Capital Management
Maine
$10K +$10.3K +400 New
FANJ
59
Financial Architects (New Jersey)
New Jersey
$5K +$4.84K +188 New
BWFA
60
Baltimore-Washington Financial Advisors
Maryland
$5K +$5.36K +208 New
PFG
61
Piershale Financial Group
Illinois
$4K -$846K -32,818 -100%
Creative Planning
62
Creative Planning
Kansas
$4K +$3.97K +154 New
EMA
63
Efficient Market Advisors
California
$2K
MA
64
MCF Advisors
Kentucky
$2K
HCM
65
Horrell Capital Management
Arkansas
$2K +$1.65K +64 New
HDIM
66
Hanson & Doremus Investment Management
Vermont
$1K +$515 +20 New
WA
67
WealthTrust-Arizona
Arizona
$1K +$1.29K +50 New
OCM
68
One Capital Management
California
-$2.66M -103,908 Closed
VKH
69
Virtu KCG Holdings
New York
-$2.01M -78,730 Closed
Jane Street
70
Jane Street
New York
-$1.46M -56,994 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$469K -18,342 Closed
SCM
72
Saba Capital Management
New York
-$353K -13,824 Closed
SGAM
73
Steinberg Global Asset Management
Florida
-$261K -10,190 Closed
FM
74
Foster & Motley
Ohio
-$203K -7,954 Closed
TF
75
Trutina Financial
Washington
-$31K -1,220 Closed