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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
51
Leavell Investment Management
Alabama
$8.38M +$1.27M +48,692 +18%
WAM
52
Wealthspire Advisors (Maryland)
Maryland
$8.13M +$130K +4,996 +2%
ECM
53
Exchange Capital Management
Michigan
$7.99M +$27.8K +1,066 +0.3%
BIA
54
Bigelow Investment Advisors
Maine
$7.84M +$7.86M +301,402 New
CCA
55
Cobblestone Capital Advisors
New York
$7.82M +$7.84M +300,698 New
LA
56
LVW Advisors
New York
$7.69M +$51.9K +1,988 +0.7%
FWP
57
FAS Wealth Partners
Kansas
$7.65M +$501K +19,222 +7%
BSB
58
Bangor Savings Bank
Maine
$7.16M +$567K +21,714 +9%
AA
59
Apriem Advisors
California
$7.11M -$19M -728,738 -73%
Morgan Stanley
60
Morgan Stanley
New York
$7.03M -$3.51M -134,452 -33%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$6.92M +$2.27M +86,998 +49%
CMP
62
Courage Miller Partners
Virginia
$6.9M +$293K +11,216 +4%
SP
63
SWS Partners
Ohio
$6.67M +$6.69M +256,284 New
PAG
64
Pinnacle Advisory Group
Maryland
$6.55M +$904K +34,660 +16%
SFA
65
Sequoia Financial Advisors
Ohio
$6.45M +$383K +14,690 +6%
WAM
66
Watermark Asset Management
California
$6.25M +$968K +37,094 +18%
Goldman Sachs
67
Goldman Sachs
New York
$6.21M -$1.58M -60,548 -20%
MA
68
MCF Advisors
Kentucky
$6.17M +$1.2M +45,928 +24%
CWM
69
Confluence Wealth Management
Oregon
$6.15M -$330K -12,654 -5%
BC
70
Bartlett & Co
Ohio
$6.09M +$15.4K +590 +0.3%
HA
71
Harborview Advisors
Maine
$5.91M +$5.92M +226,964 New
SBA
72
Secrest Blakey & Associates
North Carolina
$5.86M +$5.86M +224,588 New
BC
73
Brinker Capital
Pennsylvania
$5.53M +$3.37M +129,018 +154%
HS
74
Horan Securities
United States
$5.29M +$336K +12,884 +7%
BWM
75
BerganKDV Wealth Management
Minnesota
$5.27M +$530K +20,318 +11%