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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Advisornet Financial
Minnesota
$7.61M +$1.53M +55,168 +26%
RC
77
Roundview Capital
New Jersey
$7.56M +$216K +7,768 +3%
NRI
78
NFP Retirement Inc
California
$7.49M +$2.23M +80,230 +43%
Cerity Partners
79
Cerity Partners
New York
$7.34M +$4.83M +173,632 +199%
BPA
80
Beacon Pointe Advisors
California
$7.25M +$5.39M +193,766 +303%
AWM
81
Argent Wealth Management
Massachusetts
$6.87M +$202K +7,266 +3%
VWA
82
VERITY Wealth Advisors
United States
$6.63M -$778K -27,980 -11%
MA
83
Modus Advisors
Minnesota
$6.54M +$454K +16,320 +8%
SSWM
84
Sheets Smith Wealth Management
North Carolina
$6.39M +$69.1K +2,482 +1%
UBS Group
85
UBS Group
Switzerland
$6.26M +$1.93M +69,334 +45%
Renaissance Technologies
86
Renaissance Technologies
New York
$6.15M +$3.91M +140,400 +180%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$6.14M -$968K -34,778 -14%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$5.97M +$1.33M +47,946 +29%
BC
89
Bartlett & Co
Ohio
$5.97M +$1.33M +47,946 +29%
GLLW
90
Graves Light Lenhart Wealth
Virginia
$5.82M -$118K -4,256 -2%
CWM
91
Chesapeake Wealth Management
Virginia
$5.53M -$128K -4,606 -2%
GAM
92
Gemmer Asset Management
California
$5.36M -$132K -4,740 -2%
NIC
93
Northwest Investment Counselors
Oregon
$5.16M +$519K +18,644 +11%
WCG
94
Wall Capital Group
Arizona
$5.15M +$51.4K +1,848 +1%
MA
95
Mutual Advisors
Nebraska
$5.11M +$297K +10,658 +6%
Morgan Stanley
96
Morgan Stanley
New York
$5.11M -$2.1M -75,514 -29%
PMG
97
ProVise Management Group
Florida
$5.09M +$359K +12,906 +8%
JFG
98
JMG Financial Group
Illinois
$5.07M -$28K -1,006 -0.6%
EWM
99
Empirical Wealth Management
Washington
$4.88M -$173K -6,214 -3%
COF
100
Capital One Financial
Virginia
$4.8M -$1.32M -47,356 -22%