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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Advisornet Financial
Minnesota
$4.79M -$118K -4,682 -2%
SP
77
SWS Partners
Ohio
$4.66M -$504K -19,950 -10%
CCA
78
Cobblestone Capital Advisors
New York
$4.56M +$144K +5,716 +3%
SBL
79
Sargent Bickham Lagudis
Colorado
$4.55M -$166K -6,586 -4%
WA
80
Waverly Advisors
Alabama
$4.36M +$50K +1,980 +1%
WAM
81
Wakefield Asset Management
Colorado
$4.23M +$4.25M +168,366 New
RWM
82
RKL Wealth Management
Pennsylvania
$4.07M +$384K +15,222 +10%
GAM
83
Gemmer Asset Management
California
$4.07M +$26.5K +1,050 +0.7%
AL
84
Aspiriant LLC
California
$4.05M -$1.06M -41,822 -21%
FI
85
FormulaFolio Investments
Michigan
$4.05M +$82.5K +3,266 +2%
HCM
86
Horan Capital Management
Maryland
$3.95M +$332K +13,162 +9%
AA
87
Advisory Alpha
Michigan
$3.81M +$287K +11,358 +8%
LF
88
Lee Financial
Texas
$3.69M +$18.8K +744 +0.5%
OCM
89
One Capital Management
California
$3.64M +$223K +8,826 +6%
SWM
90
SigFig Wealth Management
California
$3.6M -$88.5K -3,504 -2%
UBS Group
91
UBS Group
Switzerland
$3.6M +$80.9K +3,202 +2%
SFS
92
Summit Financial Strategies
Ohio
$3.55M -$46K -1,820 -1%
AWA
93
Alaska Wealth Advisors
Alaska
$3.53M +$191K +7,566 +6%
OA
94
Opes Advisors
California
$3.42M +$190K +7,522 +6%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.41M +$106K +4,186 +3%
PTCG
96
Pring Turner Capital Group
California
$3.39M -$34.9K -1,380 -1%
EWA
97
EP Wealth Advisors
California
$3.32M +$2.64M +104,512 +380%
IA
98
IFP Advisors
Florida
$3.32M +$33.2K +1,314 +1%
BCI
99
Brinker Capital Investments
Pennsylvania
$3.14M -$52.6K -2,082 -2%
PFM
100
Peak Financial Management
Massachusetts
$3.12M +$311K +12,332 +11%