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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SVA Wealth Management
Wisconsin
$360K +$362K +13,968 New
CAM
102
Cubic Asset Management
Massachusetts
$357K
YMRC
103
Yorktown Management & Research Company
Virginia
$350K +$352K +13,600 New
PA
104
Pinnacle Associates
New York
$345K +$9.33K +360 +3%
MWAC
105
Mariner Wealth Advisors (Cincinnati)
Ohio
$344K +$346K +13,360 New
VKH
106
Virtu KCG Holdings
New York
$328K +$330K +12,742 New
AG
107
Appleton Group
Wisconsin
$306K +$1.4K +54 +0.5%
PAM
108
Peak Asset Management
Colorado
$291K +$42.3K +1,634 +17%
CA
109
Cambridge Advisors
Nebraska
$287K +$20.4K +786 +8%
BFPW
110
BOK Financial Private Wealth
Colorado
$276K -$3.63K -140 -1%
GC
111
Garde Capital
Washington
$262K -$52.6K -2,028 -17%
SFG
112
StrategIQ Financial Group
Indiana
$262K +$263K +10,156 New
ACM
113
Avalon Capital Management
California
$260K -$466 -18 -0.2%
BSW
114
Buckingham Strategic Wealth
Missouri
$251K -$10.4K -400 -4%
OC
115
Oarsman Capital
Wisconsin
$247K +$248K +9,578 New
AIM
116
Aspen Investment Management
Michigan
$241K
GI
117
Gradient Investments
Minnesota
$235K +$236K +9,116 +151,933%
UB
118
UMB Bank
Missouri
$233K +$235K +9,054 New
IA
119
IFP Advisors
Florida
$207K +$209K +8,050 New
GWM
120
Gupta Wealth Management
California
$171K -$46.6K -1,800 -21%
ACM
121
Armbruster Capital Management
New York
$160K +$161K +6,208 New
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$147K +$93.5K +3,610 +169%
PFG
123
Piershale Financial Group
Illinois
$145K +$146K +5,644 New
MA
124
MUFG Americas
New York
$134K +$135K +5,200 New
AFP
125
Ausdal Financial Partners
Iowa
$134K +$135K +5,222 New