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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSB
51
Bangor Savings Bank
Maine
$5.8M +$944K +36,182 +19%
KLI
52
Kelman-Lazarov Inc
Tennessee
$5.08M +$1.5M +57,468 +42%
AL
53
Aspiriant LLC
California
$5.01M +$40.5K +1,554 +0.8%
HS
54
Horan Securities
United States
$4.88M +$316K +12,108 +7%
WP
55
WealthSource Partners
California
$4.87M +$30.3K +1,160 +0.6%
PAG
56
Pinnacle Advisory Group
Maryland
$4.85M +$4.16M +159,348 +606%
Mariner
57
Mariner
Kansas
$4.74M +$448K +17,168 +10%
BWM
58
BerganKDV Wealth Management
Minnesota
$4.67M +$80.3K +3,078 +2%
EWM
59
Empirical Wealth Management
Washington
$4.63M +$219K +8,380 +5%
WAM
60
Watermark Asset Management
California
$4.51M +$581K +22,268 +15%
DW
61
Domani Wealth
Pennsylvania
$4.45M -$662K -25,382 -13%
SFS
62
Strategic Financial Services
New York
$3.86M -$196K -7,500 -5%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$3.77M +$432K +16,570 +13%
PTCG
64
Pring Turner Capital Group
California
$3.67M +$52.4K +2,010 +1%
CC
65
Callan Capital
California
$3.64M -$358K -13,712 -9%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.57M +$3.56M +136,506 New
LF
67
Lee Financial
Texas
$3.47M +$381K +14,590 +12%
WA
68
Waverly Advisors
Alabama
$2.94M -$7.93K -304 -0.3%
MA
69
MCF Advisors
Kentucky
$2.9M +$633K +24,252 +28%
SFS
70
Summit Financial Strategies
Ohio
$2.85M -$32.9K -1,260 -1%
AIM
71
AMI Investment Management
Indiana
$2.76M -$310K -11,900 -10%
IA
72
IFP Advisors
Florida
$2.75M +$603K +23,132 +28%
DIS
73
Diversified Investment Strategies
Louisiana
$2.68M +$79.8K +3,060 +3%
HCM
74
Horan Capital Management
Maryland
$2.66M +$2.66M +101,830 New
FG
75
Fiduciary Group
Georgia
$2.62M +$76.4K +2,928 +3%