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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthSource Partners
California
$5.11M +$164K +6,292 +3%
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$4.95M +$2.02M +77,550 +69%
EWM
78
Empirical Wealth Management
Washington
$4.64M +$21.3K +816 +0.5%
WA
79
Waverly Advisors
Alabama
$4.52M +$289K +11,088 +7%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.36M +$263K +10,062 +6%
DW
81
Domani Wealth
Pennsylvania
$4.28M -$127K -4,880 -3%
CC
82
Callan Capital
California
$4.08M +$308K +11,792 +8%
SWM
83
SeaCrest Wealth Management
New York
$3.99M +$4M +153,296 New
SWM
84
SVA Wealth Management
Wisconsin
$3.94M +$1.29M +49,380 +48%
FTS
85
Fifth Third Securities
Ohio
$3.73M +$969K +37,152 +35%
LF
86
Lee Financial
Texas
$3.67M +$221K +8,474 +6%
PTCG
87
Pring Turner Capital Group
California
$3.57M -$20.9K -800 -0.6%
DIS
88
Diversified Investment Strategies
Louisiana
$3.5M -$444K -17,034 -11%
IA
89
IFP Advisors
Florida
$3.29M +$192K +7,372 +6%
TPW
90
Tiller Private Wealth
Pennsylvania
$3.29M +$3.3M +126,464 New
AWA
91
Alaska Wealth Advisors
Alaska
$3.28M +$3.29M +126,160 New
FI
92
FormulaFolio Investments
Michigan
$3.27M +$614K +23,542 +23%
SFS
93
Summit Financial Strategies
Ohio
$3.22M +$209K +7,998 +7%
HCM
94
Horan Capital Management
Maryland
$3.15M +$141K +5,400 +5%
OIWM
95
OptiFour Integrated Wealth Management
Virginia
$3.04M +$3.05M +117,006 New
BCI
96
Brinker Capital Investments
Pennsylvania
$3.04M +$7.51K +288 +0.2%
GAM
97
Gemmer Asset Management
California
$2.99M +$446K +17,096 +17%
CWS
98
Cypress Wealth Services
California
$2.98M +$2.99M +114,618 New
OCM
99
One Capital Management
California
$2.96M -$355K -13,606 -11%
ACG
100
Allen Capital Group
Nebraska
$2.93M +$2.94M +112,722 New