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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
AMI Investment Management
Indiana
$2.76M +$62.7K +2,400 +2%
FWM
52
Frontier Wealth Management
Missouri
$2.74M -$149K -5,724 -5%
SFS
53
Summit Financial Strategies
Ohio
$2.62M +$14.9K +570 +0.6%
Jane Street
54
Jane Street
New York
$2.53M -$1.04M -39,842 -29%
CFMC
55
Curbstone Financial Management Corp
New Hampshire
$2.25M +$238K +9,100 +12%
Mariner
56
Mariner
Kansas
$2.25M +$628K +24,064 +39%
LFA
57
Landmark Financial Advisors
Kentucky
$2.14M -$100K -3,836 -5%
Wells Fargo
58
Wells Fargo
California
$2.07M +$58.4K +2,236 +3%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$2.04M -$747K -28,632 -27%
KLI
60
Kelman-Lazarov Inc
Tennessee
$2.04M +$2.02M +77,410 New
FAAS
61
First Allied Advisory Services
California
$1.92M +$800K +30,646 +73%
RC
62
Roundview Capital
New Jersey
$1.73M +$152K +5,818 +10%
PMG
63
ProVise Management Group
Florida
$1.7M +$17.1K +654 +1%
UBS Group
64
UBS Group
Switzerland
$1.62M +$707K +27,074 +79%
PWM
65
Perigon Wealth Management
California
$1.52M -$522 -20 -0%
MAM
66
Marquette Asset Management
Minnesota
$1.5M -$166K -6,346 -10%
HB
67
Homrich & Berg
Georgia
$1.45M -$164K -6,288 -10%
VV
68
Valentine Ventures
Oregon
$1.34M +$118K +4,516 +10%
AIA
69
Allegis Investment Advisors
Idaho
$1.34M -$30.4K -1,166 -2%
BCI
70
Brinker Capital Investments
Pennsylvania
$1.29M +$515K +19,728 +67%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$1.28M +$209K +8,004 +20%
EWA
72
EP Wealth Advisors
California
$1.22M -$3.82M -146,340 -76%
MAS
73
Madden Advisory Services
Florida
$1.16M -$47K -1,800 -4%
SS
74
Simplicity Solutions
Minnesota
$1.15M +$361K +13,842 +47%
JFG
75
JMG Financial Group
Illinois
$1.05M +$55.6K +2,128 +6%