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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
76
Barnett & Company
Tennessee
$514K +$208K +8,002 +68%
MA
77
MCF Advisors
Kentucky
$510K +$212K +8,164 +72%
EWA
78
EP Wealth Advisors
California
$489K +$487K +18,760 New
JFG
79
JMG Financial Group
Illinois
$488K -$40.9K -1,576 -8%
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$443K +$319K +12,288 +262%
DIS
81
Diversified Investment Strategies
Louisiana
$440K +$438K +16,890 New
HSA
82
HBK Sorce Advisory
Pennsylvania
$424K -$4.15K -160 -1%
RC
83
Roundview Capital
New Jersey
$385K
CAM
84
Cubic Asset Management
Massachusetts
$361K +$27.2K +1,050 +8%
FM
85
Foster & Motley
Ohio
$361K +$37.7K +1,452 +12%
LA
86
LVW Advisors
New York
$342K -$16.1K -622 -5%
PA
87
Pinnacle Associates
New York
$340K -$3.37K -130 -1%
TSS
88
Two Sigma Securities
New York
$334K +$332K +12,808 New
LPL Financial
89
LPL Financial
California
$318K -$148K -5,724 -32%
GC
90
Garde Capital
Washington
$318K +$24.8K +958 +9%
AG
91
Appleton Group
Wisconsin
$309K -$38.6K -1,488 -11%
BFPW
92
BOK Financial Private Wealth
Colorado
$283K -$23.8K -918 -8%
BRWA
93
B. Riley Wealth Advisors
Florida
$276K +$42.5K +1,638 +18%
CA
94
Cambridge Advisors
Nebraska
$270K +$6.74K +260 +3%
BSW
95
Buckingham Strategic Wealth
Missouri
$264K -$44.6K -1,720 -15%
ACM
96
Avalon Capital Management
California
$264K +$60.3K +2,324 +30%
PAM
97
Peak Asset Management
Colorado
$252K +$20.7K +800 +9%
AIM
98
Aspen Investment Management
Michigan
$243K -$53.9K -2,080 -18%
GWM
99
Gupta Wealth Management
California
$220K +$33.8K +1,302 +18%
PFA
100
Pure Financial Advisors
California
$210K -$160K -6,158 -43%