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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
51
Courage Miller Partners
Virginia
$7.98M +$643K +25,442 +9%
UWM
52
USAdvisors Wealth Management
Minnesota
$7.95M +$7.99M +316,430 New
ECM
53
Exchange Capital Management
Michigan
$7.77M -$287K -11,364 -4%
FMT
54
First Mercantile Trust
Tennessee
$7.69M -$663K -26,256 -8%
WAM
55
Watermark Asset Management
California
$7.19M +$377K +14,934 +6%
DWM
56
Destination Wealth Management
California
$7.05M +$1.86M +73,828 +36%
Bank of America
57
Bank of America
North Carolina
$6.89M +$1.48M +58,604 +27%
SBA
58
Secrest Blakey & Associates
North Carolina
$6.74M +$634K +25,118 +10%
PAG
59
Pinnacle Advisory Group
Maryland
$6.48M +$6.12M +242,258 +1,560%
HFP
60
Holistic Financial Partners
Indiana
$6.29M +$2.36M +93,518 +60%
SWM
61
SVA Wealth Management
Wisconsin
$6.2M -$1.53M -60,592 -20%
WP
62
WealthSource Partners
California
$6.16M +$69.6K +2,754 +1%
Goldman Sachs
63
Goldman Sachs
New York
$6M +$6.03M +238,620 New
HS
64
Horan Securities
United States
$5.88M +$243K +9,608 +4%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$5.75M -$380K -15,058 -6%
BWM
66
BerganKDV Wealth Management
Minnesota
$5.62M +$180K +7,118 +3%
MA
67
MCF Advisors
Kentucky
$5.33M -$199K -7,892 -4%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$5.28M +$343K +13,578 +7%
DBRC
69
D.B. Root & Company
Pennsylvania
$5.2M +$1.59M +62,890 +44%
BIA
70
Bigelow Investment Advisors
Maine
$5.16M -$335K -13,260 -6%
SIM
71
Sterling Investment Management
Arizona
$5.09M +$28.4K +1,126 +0.6%
BCWM
72
Bartlett & Co Wealth Management
Ohio
$5.04M +$70.4K +2,786 +1%
BC
73
Bartlett & Co
Ohio
$5.04M +$70.4K +2,786 +1%
EWM
74
Empirical Wealth Management
Washington
$5.01M +$319K +12,640 +7%
CWM
75
Chesapeake Wealth Management
Virginia
$4.85M -$173K -6,842 -3%