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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$238K -$437K -16,892 -65%
BFPW
52
BOK Financial Private Wealth
Colorado
$234K -$2.69K -104 -1%
PA
53
Pinnacle Associates
New York
$217K +$217K +8,370 New
PAG
54
Pinnacle Advisory Group
Maryland
$207K +$208K +8,030 New
Wells Fargo
55
Wells Fargo
California
$183K
TIM
56
Tortoise Investment Management
New York
$167K +$22.7K +876 +16%
CG
57
Colony Group
Massachusetts
$162K +$162K +6,276 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$152K +$19.8K +764 +15%
WCM
59
Wealthcare Capital Management
Virginia
$115K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$52K -$2.44M -94,178 -98%
AIG
61
American International Group
New York
$51.8K
JWA
62
JFS Wealth Advisors
Pennsylvania
$51K +$207 +8 +0.4%
PO
63
Private Ocean
California
$29K
MFS
64
MSI Financial Services
Massachusetts
$23K +$2.85K +110 +14%
VCM
65
Vigilant Capital Management
Maine
$21K +$10.4K +400 +100%
Ameriprise
66
Ameriprise
Minnesota
$20K
VIA
67
Vantage Investment Advisors
Pennsylvania
$19K
JFA
68
JNBA Financial Advisors
Minnesota
$13K
BL
69
BCWM LLC
Kansas
$6.89K -$13.1K -506 -2%
Creative Planning
70
Creative Planning
Kansas
$6K +$2.17K +84 +55%
FANJ
71
Financial Architects (New Jersey)
New Jersey
$5K
HCM
72
Horrell Capital Management
Arkansas
$2K
MA
73
MCF Advisors
Kentucky
$2K
EMA
74
Efficient Market Advisors
California
$1K -$984 -38 -61%
HDIM
75
Hanson & Doremus Investment Management
Vermont
$1K