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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Stringer Asset Management
Tennessee
$946K +$353K +13,386 +60%
TF
52
Trutina Financial
Washington
$945K +$711K +26,978 +309%
AC
53
Alexandria Capital
Virginia
$925K
UBS Group
54
UBS Group
Switzerland
$919K +$69.2K +2,622 +8%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$753K -$137K -5,208 -15%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$713K +$711K +26,942 New
AF
57
Allworth Financial
California
$704K -$137K -5,190 -16%
BWA
58
Burt Wealth Advisors
Maryland
$695K +$279K +10,568 +67%
BL
59
BCWM LLC
Kansas
$670K -$30.8K -1,166 -4%
BCI
60
Brinker Capital Investments
Pennsylvania
$651K +$67.3K +2,552 +12%
AACR
61
ACR Alpine Capital Research
Missouri
$614K +$612K +23,224 New
HR
62
Howe & Rusling
New York
$572K +$146K +5,544 +35%
FANJ
63
Financial Architects (New Jersey)
New Jersey
$473K +$467K +17,698 +9,315%
QCMNJ
64
Quantum Capital Management (New Jersey)
New Jersey
$462K +$460K +17,448 New
PFA
65
Pure Financial Advisors
California
$447K +$34.7K +1,316 +8%
HSA
66
HBK Sorce Advisory
Pennsylvania
$430K -$357K -13,538 -45%
FC
67
FCA Corp
Texas
$422K +$420K +15,944 New
BSW
68
Buckingham Strategic Wealth
Missouri
$390K -$24.3K -920 -6%
LA
69
LVW Advisors
New York
$372K +$12.9K +488 +4%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$372K +$171K +6,488 +86%
LPL Financial
71
LPL Financial
California
$364K -$9.44K -358 -3%
TCM
72
Twele Capital Management
Minnesota
$359K +$92K +3,490 +35%
JFG
73
JMG Financial Group
Illinois
$357K -$2.74K -104 -0.8%
PA
74
Pinnacle Associates
New York
$343K +$16.1K +610 +5%
AG
75
Appleton Group
Wisconsin
$342K +$56K +2,122 +20%