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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$5.77M +$4.15M +159,412 +273%
BIA
77
Bigelow Investment Advisors
Maine
$5.6M +$147K +5,670 +3%
PS
78
Portfolio Solutions
Michigan
$5.27M +$328K +12,610 +7%
CWM
79
Chesapeake Wealth Management
Virginia
$5.24M +$151K +5,790 +3%
EWM
80
Empirical Wealth Management
Washington
$5.07M +$145K +5,556 +3%
HCM
81
Horan Capital Management
Maryland
$4.99M +$409K +15,740 +9%
GLLW
82
Graves Light Lenhart Wealth
Virginia
$4.98M +$946K +36,380 +24%
GAM
83
Gemmer Asset Management
California
$4.98M -$19.1K -736 -0.4%
AF
84
Advisornet Financial
Minnesota
$4.93M +$568K +21,858 +13%
FMT
85
First Mercantile Trust
Tennessee
$4.91M +$360K +13,860 +8%
ACG
86
Allen Capital Group
Nebraska
$4.9M +$86.6K +3,328 +2%
CWM
87
CCG Wealth Management
California
$4.79M +$146K +5,600 +3%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$4.71M +$215K +8,278 +5%
BC
89
Bartlett & Co
Ohio
$4.71M +$215K +8,278 +5%
RWM
90
RKL Wealth Management
Pennsylvania
$4.56M +$75.8K +2,916 +2%
WAM
91
Wakefield Asset Management
Colorado
$4.39M -$878K -33,766 -17%
WA
92
Waverly Advisors
Alabama
$4.38M +$134K +5,156 +3%
PMG
93
ProVise Management Group
Florida
$4.36M +$611K +23,476 +17%
SFS
94
Summit Financial Strategies
Ohio
$4.29M +$234K +8,992 +6%
MA
95
MCF Advisors
Kentucky
$4.24M -$174K -6,694 -4%
UBS Group
96
UBS Group
Switzerland
$4.14M +$317K +12,196 +8%
WCG
97
Wall Capital Group
Arizona
$4.09M +$4.01M +154,366 New
LF
98
Lee Financial
Texas
$3.88M -$170K -6,528 -4%
CCA
99
Clearwater Capital Advisors
Illinois
$3.88M +$233K +8,952 +7%
AWA
100
Alaska Wealth Advisors
Alaska
$3.83M