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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$4.04M -$343K -13,748 -8%
SP
102
SWS Partners
Ohio
$4.03M -$647K -25,900 -14%
LF
103
Lee Financial
Texas
$3.93M +$219K +8,774 +6%
SFS
104
Summit Financial Strategies
Ohio
$3.86M +$283K +11,318 +8%
OCM
105
One Capital Management
California
$3.85M +$186K +7,464 +5%
HWA
106
HHM Wealth Advisors
Tennessee
$3.76M +$3.71M +148,596 New
RWM
107
RKL Wealth Management
Pennsylvania
$3.75M -$337K -13,508 -8%
WI
108
WrapManager Inc
California
$3.67M +$3.63M +145,298 New
FMP
109
Financial Management Professionals
Texas
$3.65M +$3.6M +144,090 New
AG
110
Advisor Group
Arizona
$3.58M +$3.21M +128,572 +992%
AWA
111
Alaska Wealth Advisors
Alaska
$3.49M -$66K -2,642 -2%
SWM
112
SigFig Wealth Management
California
$3.48M -$144K -5,780 -4%
PTCG
113
Pring Turner Capital Group
California
$3.38M -$25.2K -1,010 -0.7%
UBS Group
114
UBS Group
Switzerland
$3.35M -$275K -10,994 -8%
PFM
115
Peak Financial Management
Massachusetts
$3.29M +$148K +5,918 +5%
JWM
116
Janiczek Wealth Management
Colorado
$3.24M +$424K +16,996 +15%
VWA
117
VERITY Wealth Advisors
United States
$3.17M +$3.13M +125,220 New
SBL
118
Sargent Bickham Lagudis
Colorado
$3.08M -$1.48M -59,166 -33%
AL
119
Aspiriant LLC
California
$3.08M -$976K -39,082 -24%
WCM
120
Weatherstone Capital Management
Colorado
$3.04M +$3.02M +120,782 New
SFS
121
Sowell Financial Services
Arkansas
$3M +$2.96M +118,494 New
NI
122
NYL Investors
New York
$2.98M +$2.94M +117,600 New
RC
123
Roundview Capital
New Jersey
$2.89M +$321K +12,854 +13%
OIWM
124
OptiFour Integrated Wealth Management
Virginia
$2.86M +$499 +20 +0%
BCI
125
Brinker Capital Investments
Pennsylvania
$2.78M -$377K -15,114 -12%