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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Hengehold Capital Management
Ohio
$730K -$607K -23,206 -45%
JFG
127
JMG Financial Group
Illinois
$708K -$86.8K -3,320 -11%
BWA
128
Burt Wealth Advisors
Maryland
$692K -$4.39K -168 -0.6%
PAM
129
Peak Asset Management
Colorado
$671K +$168K +6,412 +33%
BC
130
Barnett & Company
Tennessee
$670K +$26.7K +1,020 +4%
SFG
131
StrategIQ Financial Group
Indiana
$670K +$85.1K +3,256 +14%
VIA
132
Vantage Investment Advisors
Pennsylvania
$659K +$582K +22,268 +656%
Citigroup
133
Citigroup
New York
$614K +$55.1K +2,108 +10%
CWM
134
Concert Wealth Management
California
$607K -$179K -6,838 -23%
MAS
135
Managed Account Services
Florida
$595K +$605K +23,122 New
AIA
136
Allegis Investment Advisors
Idaho
$573K -$773K -29,550 -57%
GAM
137
Gemmer Asset Management
California
$550K +$332K +12,704 +147%
AG
138
Advisor Group
Arizona
$527K -$86.1K -3,292 -14%
MWAC
139
Mariner Wealth Advisors (Cincinnati)
Ohio
$509K +$16K +612 +3%
BFPW
140
BOK Financial Private Wealth
Colorado
$498K +$145K +5,526 +40%
AA
141
Apriem Advisors
California
$487K -$381K -14,574 -44%
QCMNJ
142
Quantum Capital Management (New Jersey)
New Jersey
$485K -$15K -574 -3%
BCP
143
Blue Chip Partners
Michigan
$474K +$481K +18,406 New
OC
144
Oarsman Capital
Wisconsin
$468K +$63.3K +2,420 +15%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$466K +$89.8K +3,434 +23%
Bank of New York Mellon
146
Bank of New York Mellon
New York
$463K +$471K +18,002 New
SDWMA
147
Schneider Downs Wealth Management Advisors
Pennsylvania
$458K +$35.1K +1,342 +8%
ACM
148
Armbruster Capital Management
New York
$449K +$189K +7,246 +71%
FFA
149
First Foundation Advisors
California
$435K +$442K +16,890 New
AF
150
Allworth Financial
California
$429K -$186K -7,120 -30%