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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
SigFig Wealth Management
California
$4.92M +$3.51M +137,374 +247%
EWM
77
Empirical Wealth Management
Washington
$4.91M +$361K +14,114 +8%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$4.84M -$10.5M -408,832 -68%
DIS
79
Diversified Investment Strategies
Louisiana
$4.57M +$1.15M +44,808 +33%
SBL
80
Sargent Bickham Lagudis
Colorado
$4.55M -$4.31M -168,640 -49%
WA
81
Waverly Advisors
Alabama
$4.41M -$26.8K -1,048 -0.6%
LF
82
Lee Financial
Texas
$4.2M +$601K +23,496 +17%
Jane Street
83
Jane Street
New York
$4.12M -$25.1M -982,352 -86%
AF
84
Advisornet Financial
Minnesota
$4M +$1.71M +66,746 +74%
CC
85
Callan Capital
California
$3.76M -$247K -9,658 -6%
PTCG
86
Pring Turner Capital Group
California
$3.51M +$6.91K +270 +0.2%
DW
87
Domani Wealth
Pennsylvania
$3.47M -$733K -28,680 -17%
GAM
88
Gemmer Asset Management
California
$3.46M +$535K +20,936 +18%
UBS Group
89
UBS Group
Switzerland
$3.46M +$742K +29,016 +27%
SWM
90
SeaCrest Wealth Management
New York
$3.44M -$467K -18,254 -12%
SFS
91
Summit Financial Strategies
Ohio
$3.41M +$257K +10,060 +8%
CCA
92
Cobblestone Capital Advisors
New York
$3.4M -$4.28M -167,496 -56%
AWA
93
Alaska Wealth Advisors
Alaska
$3.35M +$137K +5,372 +4%
ACG
94
Allen Capital Group
Nebraska
$3.3M +$422K +16,498 +15%
IA
95
IFP Advisors
Florida
$3.29M
HFP
96
Holistic Financial Partners
Indiana
$3.21M +$942K +36,828 +41%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.21M -$1.07M -41,848 -25%
AA
98
Advisory Alpha
Michigan
$3.19M +$681K +26,640 +27%
OCM
99
One Capital Management
California
$3.19M +$288K +11,258 +10%
BCI
100
Brinker Capital Investments
Pennsylvania
$3.15M +$163K +6,378 +5%