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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
101
Piershale Financial Group
Illinois
$1.4M
CIC
102
Carnegie Investment Counsel
Ohio
$1.37M -$140K -5,380 -9%
SS
103
Simplicity Solutions
Minnesota
$1.36M -$16.7K -642 -1%
VKH
104
Virtu KCG Holdings
New York
$1.35M +$1.1M +42,068 +431%
CFMC
105
Curbstone Financial Management Corp
New Hampshire
$1.35M +$10.4K +400 +0.8%
LFA
106
Landmark Financial Advisors
Kentucky
$1.32M -$122K -4,674 -8%
JWM
107
Janiczek Wealth Management
Colorado
$1.28M +$1.28M +49,156 New
BL
108
BFSG LLC
California
$1.27M +$41K +1,572 +3%
CIAS
109
Capital Investment Advisory Services
North Carolina
$1.23M +$363K +13,924 +42%
SWM
110
SigFig Wealth Management
California
$1.23M -$75.3K -2,888 -6%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1.21M +$2.61K +100 +0.2%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$1.2M -$181K -6,946 -13%
OIA
113
OneDigital Investment Advisors
Kansas
$1.18M +$1.18M +45,056 New
PWM
114
Perigon Wealth Management
California
$1.17M -$314K -12,024 -21%
TCM
115
Twele Capital Management
Minnesota
$1.11M +$67.7K +2,596 +7%
AA
116
Advisory Alpha
Michigan
$1.1M +$156K +5,974 +16%
FI
117
FormulaFolio Investments
Michigan
$1.09M +$796K +30,534 +273%
KWM
118
Kingsview Wealth Management
Oregon
$1.08M -$345K -13,228 -24%
GC
119
Garde Capital
Washington
$1.05M +$68.9K +2,640 +7%
SDWMA
120
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.05M +$260K +9,986 +33%
PFA
121
Pure Financial Advisors
California
$1.01M +$128K +4,908 +15%
PFM
122
Phillips Financial Management
Indiana
$984K +$136K +5,208 +16%
GI
123
Gradient Investments
Minnesota
$967K +$187K +7,178 +24%
HB
124
Homrich & Berg
Georgia
$919K -$223K -8,568 -20%
BL
125
BCWM LLC
Kansas
$912K +$18.8K +722 +2%