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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
76
LVW Advisors
New York
$7.82M +$558K +20,566 +8%
SPA
77
Sentinel Pension Advisors
Massachusetts
$7.78M +$707K +26,052 +10%
MA
78
Modus Advisors
Minnesota
$7.67M -$335K -12,350 -4%
EK
79
Evensky & Katz
Florida
$7.38M -$215K -7,914 -3%
GC
80
Guggenheim Capital
Illinois
$7.22M +$200K +7,372 +3%
BPA
81
Beacon Pointe Advisors
California
$7.21M -$106K -3,924 -1%
RWM
82
Reston Wealth Management
Virginia
$7.14M +$2.52M +92,822 +55%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$6.98M +$1.86M +68,658 +37%
RC
84
Roundview Capital
New Jersey
$6.78M +$11.9K +440 +0.2%
NIC
85
Northwest Investment Counselors
Oregon
$6.71M +$353K +13,014 +6%
VWA
86
VERITY Wealth Advisors
United States
$6.59M +$310K +11,426 +5%
BC
87
Bartlett & Co
Ohio
$6.59M -$281K -10,370 -4%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$6.59M -$281K -10,370 -4%
PA
89
Procyon Advisors
Connecticut
$6.58M +$6.54M +241,152 New
SFS
90
Summit Financial Strategies
Ohio
$6.35M +$973K +35,838 +18%
AF
91
Advisornet Financial
Minnesota
$6.21M -$405K -14,918 -6%
UBS Group
92
UBS Group
Switzerland
$6.15M -$242K -8,912 -4%
WAM
93
Wakefield Asset Management
Colorado
$6.04M +$31.1K +1,146 +0.5%
CFMC
94
Curbstone Financial Management Corp
New Hampshire
$6M -$43.4K -1,600 -0.7%
CCA
95
Cobblestone Capital Advisors
New York
$5.94M -$59.7K -2,200 -1%
SWM
96
SigFig Wealth Management
California
$5.91M +$576K +21,208 +11%
HWMA
97
Heritage Wealth Management (Arizona)
Arizona
$5.8M +$5.77M +212,530 New
AWS
98
AJ Wealth Strategies
New York
$5.73M -$13.7K -506 -0.2%
CWM
99
Chesapeake Wealth Management
Virginia
$5.67M +$64.3K +2,370 +1%
PEA
100
Pacific Edge Advisors
California
$5.62M +$488K +17,980 +10%