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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$1.13M +$250K +9,554 +28%
PAG
102
Pinnacle Advisory Group
Maryland
$1.12M +$1.14M +43,448 New
IAS
103
IMA Advisory Services
Colorado
$1.09M +$1.1M +42,188 New
CF
104
Corrigan Financial
Rhode Island
$1.07M +$78.3K +2,996 +8%
SWM
105
SVA Wealth Management
Wisconsin
$1.05M +$1.06M +40,682 New
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$1.03M +$822K +31,424 +361%
MA
107
MCF Advisors
Kentucky
$1.03M +$330K +12,612 +46%
FC
108
Forte Capital
New York
$1.01M +$95.8K +3,662 +10%
BCM
109
Boltwood Capital Management
California
$996K +$101K +3,862 +11%
AACR
110
ACR Alpine Capital Research
Missouri
$946K +$571K +21,820 +146%
PS
111
Portfolio Solutions
Michigan
$942K +$956K +36,564 New
AWM
112
Avior Wealth Management
Nebraska
$939K +$390K +14,932 +69%
TCM
113
Twele Capital Management
Minnesota
$935K +$51.5K +1,970 +6%
WIC
114
Whitegate Investment Counselors
New Hampshire
$920K +$246K +9,400 +36%
BL
115
BCWM LLC
Kansas
$892K +$9.73K +372 +1%
MAS
116
Madden Advisory Services
Florida
$889K -$153K -5,858 -15%
CIAS
117
Capital Investment Advisory Services
North Carolina
$851K +$864K +33,036 New
MI
118
Moneywise Inc
Virginia
$848K +$33.4K +1,278 +4%
IA
119
IFP Advisors
Florida
$831K +$169K +6,452 +25%
EWA
120
EP Wealth Advisors
California
$825K +$518K +19,824 +162%
GI
121
Gradient Investments
Minnesota
$821K +$732 +28 +0.1%
PFA
122
Pure Financial Advisors
California
$816K +$80.6K +3,082 +11%
GC
123
Garde Capital
Washington
$812K +$505K +19,326 +158%
LA
124
LVW Advisors
New York
$775K -$54.3K -2,076 -6%
PFM
125
Phillips Financial Management
Indiana
$767K +$141K +5,374 +22%