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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
76
Portfolio Solutions
Michigan
$5.41M +$4.84M +193,842 +966%
BWM
77
BerganKDV Wealth Management
Minnesota
$5.36M -$302K -12,080 -5%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$5.36M -$430K -17,214 -8%
UWM
79
USAdvisors Wealth Management
Minnesota
$5.3M -$2.67M -106,992 -34%
MA
80
MCF Advisors
Kentucky
$5.2M -$161K -6,432 -3%
CWM
81
Chesapeake Wealth Management
Virginia
$5.1M +$211K +8,436 +4%
JWA
82
JFS Wealth Advisors
Pennsylvania
$5.09M +$4.22M +169,142 +530%
Bank of America
83
Bank of America
North Carolina
$5.04M -$1.86M -74,672 -27%
BIA
84
Bigelow Investment Advisors
Maine
$4.93M -$261K -10,448 -5%
WAM
85
Wakefield Asset Management
Colorado
$4.89M +$625K +25,016 +15%
EWM
86
Empirical Wealth Management
Washington
$4.83M -$212K -8,470 -4%
BC
87
Bartlett & Co
Ohio
$4.68M -$389K -15,586 -8%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$4.68M -$389K -15,586 -8%
ACG
89
Allen Capital Group
Nebraska
$4.42M +$1.34M +53,764 +45%
HCM
90
Horan Capital Management
Maryland
$4.42M +$435K +17,438 +11%
CWM
91
CCG Wealth Management
California
$4.41M +$4.35M +174,374 New
CM
92
Columbus Macro
Pennsylvania
$4.38M -$10.8M -430,854 -71%
GAM
93
Gemmer Asset Management
California
$4.38M +$279K +11,156 +7%
BAAM
94
Baker Avenue Asset Management
California
$4.36M +$4.31M +172,498 New
HB
95
Homrich & Berg
Georgia
$4.33M +$3.74M +149,750 +703%
AF
96
Advisornet Financial
Minnesota
$4.32M -$499K -19,998 -10%
Goldman Sachs
97
Goldman Sachs
New York
$4.31M -$1.7M -68,180 -29%
SIM
98
Sterling Investment Management
Arizona
$4.12M -$998K -39,972 -20%
NSG
99
Nalls Sherbakoff Group
Tennessee
$4.06M +$4.01M +160,432 New
FI
100
FormulaFolio Investments
Michigan
$4.05M