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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
101
Fisher Asset Management
Washington
$429K +$423K +16,190 New
PFA
102
Pure Financial Advisors
California
$407K +$11.3K +434 +3%
FA
103
FDx Advisors
Illinois
$404K +$400K +15,310 New
SFG
104
StrategIQ Financial Group
Indiana
$401K +$131K +5,022 +49%
PAM
105
Peak Asset Management
Colorado
$391K +$91.1K +3,488 +31%
BRWA
106
B. Riley Wealth Advisors
Florida
$391K +$133K +5,092 +25%
LA
107
LVW Advisors
New York
$383K +$11.6K +444 +3%
CAM
108
Cubic Asset Management
Massachusetts
$383K +$17K +650 +5%
BCM
109
Boltwood Capital Management
California
$376K +$372K +14,242 New
Allianz Asset Management
110
Allianz Asset Management
Germany
$375K -$3.02M -115,526 -89%
FM
111
Foster & Motley
Ohio
$369K -$9.71K -372 -3%
YMRC
112
Yorktown Management & Research Company
Virginia
$359K
PA
113
Pinnacle Associates
New York
$345K -$8.04K -308 -2%
AG
114
Appleton Group
Wisconsin
$320K +$5.43K +208 +2%
CA
115
Cambridge Advisors
Nebraska
$305K +$11.1K +424 +4%
MWAC
116
Mariner Wealth Advisors (Cincinnati)
Ohio
$281K -$70.8K -2,712 -20%
BFPW
117
BOK Financial Private Wealth
Colorado
$281K -$2.09K -80 -0.7%
OC
118
Oarsman Capital
Wisconsin
$281K +$27.6K +1,056 +11%
GC
119
Garde Capital
Washington
$279K +$9.4K +360 +4%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$278K +$124K +4,754 +83%
Creative Planning
121
Creative Planning
Kansas
$271K +$264K +10,094 +6,555%
ACM
122
Avalon Capital Management
California
$248K -$18.4K -706 -7%
WF
123
WealthTrust Fairport
Ohio
$247K +$244K +9,358 New
BSW
124
Buckingham Strategic Wealth
Missouri
$244K -$12.8K -492 -5%
AIM
125
Aspen Investment Management
Michigan
$240K -$6.26K -240 -3%