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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
101
Harvest Group Wealth Management
Massachusetts
$3.24M +$779K +30,848 +32%
BCI
102
Brinker Capital Investments
Pennsylvania
$3.21M +$92K +3,640 +3%
DIS
103
Diversified Investment Strategies
Louisiana
$3.21M -$1.32M -52,370 -29%
DW
104
Domani Wealth
Pennsylvania
$3.15M -$291K -11,506 -8%
SDWMA
105
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.94M +$389K +15,414 +15%
OIWM
106
OptiFour Integrated Wealth Management
Virginia
$2.93M -$83K -3,286 -3%
CWS
107
Cypress Wealth Services
California
$2.88M -$78.7K -3,116 -3%
Wells Fargo
108
Wells Fargo
California
$2.83M +$146K +5,780 +5%
PFM
109
Peak Financial Management
Massachusetts
$2.83M +$863K +34,160 +44%
JWM
110
Janiczek Wealth Management
Colorado
$2.72M +$38.9K +1,540 +1%
Renaissance Technologies
111
Renaissance Technologies
New York
$2.72M +$2.71M +107,350 New
MA
112
Mutual Advisors
Nebraska
$2.66M +$47.1K +1,866 +2%
VIA
113
Vantage Investment Advisors
Pennsylvania
$2.6M +$585K +23,168 +29%
BCM
114
Boltwood Capital Management
California
$2.57M -$38.6K -1,526 -1%
FC
115
FCA Corp
Texas
$2.55M +$76.7K +3,034 +3%
VAS
116
Valicenti Advisory Services
New York
$2.52M +$24.1K +954 +1%
RC
117
Roundview Capital
New Jersey
$2.51M -$16.4K -650 -0.7%
SFS
118
Strategic Financial Services
New York
$2.48M +$2.48M +98,076 New
SWM
119
SeaCrest Wealth Management
New York
$2.37M -$1.05M -41,442 -31%
SFG
120
SNS Financial Group
Minnesota
$2.32M +$2.32M +91,762 New
KWM
121
Kingsview Wealth Management
Oregon
$2.29M +$31.5K +1,248 +1%
CFMC
122
Curbstone Financial Management Corp
New Hampshire
$2.28M -$440K -17,400 -16%
LFA
123
Landmark Financial Advisors
Kentucky
$2.2M +$103K +4,064 +5%
GCA
124
Gradient Capital Advisors
California
$2.16M +$109K +4,320 +5%
HFA
125
Huber Financial Advisors
Illinois
$2.02M +$149K +5,888 +8%