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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Cubic Asset Management
Massachusetts
$339K
AIM
77
Aspen Investment Management
Michigan
$302K -$13.7K -520 -4%
BFPW
78
BOK Financial Private Wealth
Colorado
$294K -$4.8K -182 -2%
CA
79
Cambridge Advisors
Nebraska
$278K +$1.42K +54 +0.5%
GC
80
Garde Capital
Washington
$252K -$9.97K -378 -4%
FM
81
Foster & Motley
Ohio
$239K +$238K +9,026 New
DIA
82
Denver Investment Advisors
Colorado
$233K +$21.1K +800 +10%
ACM
83
Avalon Capital Management
California
$206K -$77.6K -2,944 -27%
BRWA
84
B. Riley Wealth Advisors
Florida
$204K +$7.91K +300 +4%
WF
85
WealthTrust Fairport
Ohio
$200K +$200K +7,570 New
MA
86
MCF Advisors
Kentucky
$170K +$167K +6,332 +7,538%
Morgan Stanley
87
Morgan Stanley
New York
$159K -$291K -11,022 -65%
CG
88
Colony Group
Massachusetts
$153K +$2.32K +88 +2%
DAM
89
Delta Asset Management
Tennessee
$106K +$105K +4,000 New
GWM
90
Gupta Wealth Management
California
$92K +$91.5K +3,470 New
WCM
91
Wealthcare Capital Management
Virginia
$91K
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$90K +$44.4K +1,684 +99%
VIA
93
Vantage Investment Advisors
Pennsylvania
$72K +$36.3K +1,378 +103%
AIG
94
American International Group
New York
$52.9K
SSB
95
Sandy Spring Bank
Maryland
$51K +$50.5K +1,914 New
IF
96
Ironwood Financial
Arizona
$50K -$6.49K -246 -11%
JWA
97
JFS Wealth Advisors
Pennsylvania
$42K +$158 +6 +0.4%
PO
98
Private Ocean
California
$29K
ASN
99
Advisory Services Network
Georgia
$26K +$25.5K +966 New
NFG
100
Next Financial Group
Texas
$20K