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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Apriem Advisors
California
$902K
UBS Group
77
UBS Group
Switzerland
$881K +$7.98K +308 +0.9%
CWM
78
Concert Wealth Management
California
$872K -$1.85M -71,256 -68%
FG
79
Fiduciary Group
Georgia
$853K +$303K +11,702 +55%
AF
80
Allworth Financial
California
$850K +$261K +10,064 +44%
AC
81
Alexandria Capital
Virginia
$774K -$51.8K -2,000 -6%
TPW
82
Tiller Private Wealth
Pennsylvania
$771K +$776K +29,934 New
SS
83
Simplicity Solutions
Minnesota
$761K +$157K +6,074 +26%
BCI
84
Brinker Capital Investments
Pennsylvania
$755K +$108K +4,178 +17%
CF
85
Corrigan Financial
Rhode Island
$673K +$677K +26,116 New
BL
86
BCWM LLC
Kansas
$671K +$42.2K +1,630 +7%
FC
87
FCA Corp
Texas
$661K +$130K +5,010 +24%
TCM
88
Twele Capital Management
Minnesota
$609K -$1.04K -40 -0.2%
DIS
89
Diversified Investment Strategies
Louisiana
$595K +$161K +6,210 +37%
MA
90
MCF Advisors
Kentucky
$588K +$85.3K +3,292 +17%
HR
91
Howe & Rusling
New York
$584K -$5.8K -224 -1%
LPL Financial
92
LPL Financial
California
$575K +$261K +10,066 +82%
QCMNJ
93
Quantum Capital Management (New Jersey)
New Jersey
$542K -$15.3K -590 -3%
BRWA
94
B. Riley Wealth Advisors
Florida
$523K +$251K +9,702 +92%
VNA
95
Valley National Advisers
Pennsylvania
$479K -$825K -31,850 -63%
AIS
96
Accurate Investment Solutions
Pennsylvania
$413K +$416K +16,052 New
AACR
97
ACR Alpine Capital Research
Missouri
$404K -$269K -10,370 -40%
PFA
98
Pure Financial Advisors
California
$387K +$181K +7,002 +87%
FM
99
Foster & Motley
Ohio
$370K +$13.5K +520 +4%
LA
100
LVW Advisors
New York
$362K +$23.9K +924 +7%