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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
101
Allianz Asset Management
Germany
$563K +$180K +6,784 +48%
QCMNJ
102
Quantum Capital Management (New Jersey)
New Jersey
$558K -$7.69K -290 -1%
PAM
103
Peak Asset Management
Colorado
$551K +$151K +5,696 +38%
SFG
104
StrategIQ Financial Group
Indiana
$532K +$123K +4,646 +31%
MFT
105
Moisand Fitzgerald Tamayo
Florida
$504K -$153K -5,790 -24%
ACM
106
Argentus Capital Management
Texas
$497K +$257K +9,702 +110%
WIC
107
Whitegate Investment Counselors
New Hampshire
$490K +$483K +18,238 New
AFP
108
Ausdal Financial Partners
Iowa
$437K +$431K +16,260 New
MWAC
109
Mariner Wealth Advisors (Cincinnati)
Ohio
$428K +$140K +5,280 +50%
IA
110
IFP Advisors
Florida
$423K +$417K +15,752 New
FM
111
Foster & Motley
Ohio
$404K +$27.8K +1,048 +7%
BRWA
112
B. Riley Wealth Advisors
Florida
$402K +$6.31K +238 +0.9%
CAM
113
Cubic Asset Management
Massachusetts
$389K
CA
114
Cambridge Advisors
Nebraska
$381K +$70.2K +2,648 +23%
DLCIG
115
D.L. Carlson Investment Group
New Hampshire
$374K +$369K +13,932 New
PA
116
Pinnacle Associates
New York
$368K +$16.4K +620 +5%
SDWMA
117
Schneider Downs Wealth Management Advisors
Pennsylvania
$350K +$346K +13,036 New
BFPW
118
BOK Financial Private Wealth
Colorado
$348K +$61.1K +2,304 +22%
CIC
119
Carnegie Investment Counsel
Ohio
$340K +$335K +12,650 New
AG
120
Advisor Group
Arizona
$336K +$333K +12,562 New
PFA
121
Pure Financial Advisors
California
$332K -$82.2K -3,100 -20%
AACR
122
ACR Alpine Capital Research
Missouri
$330K -$131K -4,938 -29%
OC
123
Oarsman Capital
Wisconsin
$329K +$42.5K +1,602 +15%
WF
124
WealthTrust Fairport
Ohio
$314K +$62.3K +2,350 +25%
DIA
125
Denver Investment Advisors
Colorado
$311K +$307K +11,586 New