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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
Frontier Wealth Management
Missouri
$3.11M +$317K +11,946 +12%
Mariner
52
Mariner
Kansas
$3.01M +$712K +26,860 +32%
FWP
53
FAS Wealth Partners
Kansas
$2.97M +$2.93M +110,656 New
WA
54
Waverly Advisors
Alabama
$2.81M +$3.87K +146 +0.1%
AIM
55
AMI Investment Management
Indiana
$2.8M -$6.89K -260 -0.2%
SFS
56
Summit Financial Strategies
Ohio
$2.76M +$93.3K +3,520 +4%
PAG
57
Pinnacle Advisory Group
Maryland
$2.64M -$6.02M -227,048 -70%
CFMC
58
Curbstone Financial Management Corp
New Hampshire
$2.48M +$191K +7,200 +8%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$2.34M +$259K +9,784 +13%
KLI
60
Kelman-Lazarov Inc
Tennessee
$2.33M +$254K +9,600 +12%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$2.3M +$987K +37,232 +77%
LFA
62
Landmark Financial Advisors
Kentucky
$2.19M +$10.5K +398 +0.5%
Wells Fargo
63
Wells Fargo
California
$2.06M -$39.3K -1,484 -2%
RC
64
Roundview Capital
New Jersey
$1.86M +$98.1K +3,700 +6%
HCM
65
Hengehold Capital Management
Ohio
$1.79M -$15.5M -583,552 -90%
BCI
66
Brinker Capital Investments
Pennsylvania
$1.77M +$451K +17,018 +35%
SS
67
Simplicity Solutions
Minnesota
$1.7M +$524K +19,774 +46%
UBS Group
68
UBS Group
Switzerland
$1.66M +$15.5K +584 +1%
PWM
69
Perigon Wealth Management
California
$1.52M -$33.7K -1,272 -2%
MAM
70
Marquette Asset Management
Minnesota
$1.5M -$26.7K -1,008 -2%
VV
71
Valentine Ventures
Oregon
$1.43M +$62.9K +2,372 +5%
HB
72
Homrich & Berg
Georgia
$1.43M -$50.5K -1,904 -3%
FG
73
Fiduciary Group
Georgia
$1.36M +$325K +12,260 +32%
AIA
74
Allegis Investment Advisors
Idaho
$1.34M -$21.1K -796 -2%
FI
75
FormulaFolio Investments
Michigan
$1.26M +$1.24M +46,808 New