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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
101
JFS Wealth Advisors
Pennsylvania
$41K +$209 +8 +0.5%
VIA
102
Vantage Investment Advisors
Pennsylvania
$35K -$35.1K -1,342 -49%
Wells Fargo
103
Wells Fargo
California
$30K +$19.6K +750 +189%
MAA
104
Managed Account Advisors
New Jersey
$30K +$30.1K +1,152 New
PO
105
Private Ocean
California
$29K – – –
SA
106
SRH Advisors
Kansas
$20K +$20.4K +780 New
NFG
107
Next Financial Group
Texas
$19K – – –
US Bancorp
108
US Bancorp
Minnesota
$16K – – –
JFA
109
JNBA Financial Advisors
Minnesota
$14K – – –
MFS
110
MSI Financial Services
Massachusetts
$14K – – –
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$13K +$13.1K +500 New
AIG
112
American International Group
New York
$11.2K -$41K -1,568 -78%
VCM
113
Vigilant Capital Management
Maine
$10K – – –
CG
114
Colony Group
Massachusetts
$2K -$149K -5,706 -98%
HCM
115
Horrell Capital Management
Arkansas
$2K – – –
EMA
116
Efficient Market Advisors
California
$1K – – –
HDIM
117
Hanson & Doremus Investment Management
Vermont
$1K – – –
PIA
118
Peachtree Investment Advisors
Georgia
$1K – – –
SWM
119
SVA Wealth Management
Wisconsin
– -$7.19M -271,696 Closed
PAG
120
Pinnacle Advisory Group
Maryland
– -$1.5M -56,720 Closed
WF
121
WealthTrust Fairport
Ohio
– -$200K -7,570 Closed
ASN
122
Advisory Services Network
Georgia
– -$26K -966 Closed
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
– -$15K -576 Closed
W
124
Wealthfront
California
– -$5K -180 Closed
Creative Planning
125
Creative Planning
Kansas
– -$4K -154 Closed