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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Almanack Investment Partners
Pennsylvania
$2.1M +$1.3M +50,994 +163%
GCA
127
Gradient Capital Advisors
California
$2.07M +$113K +4,402 +6%
VIA
128
Vantage Investment Advisors
Pennsylvania
$2.03M -$531K -20,768 -21%
BL
129
BFSG LLC
California
$2.02M +$270K +10,538 +15%
PFM
130
Peak Financial Management
Massachusetts
$1.98M +$1.37M +53,650 +223%
AWS
131
AJ Wealth Strategies
New York
$1.98M -$14M -547,894 -88%
FCAG
132
First Capital Advisors Group
New Jersey
$1.92M +$306K +11,972 +19%
AI
133
Atria Investments
North Carolina
$1.91M -$223K -8,702 -10%
HFA
134
Huber Financial Advisors
Illinois
$1.89M +$326K +12,746 +21%
CF
135
Corrigan Financial
Rhode Island
$1.79M +$267K +10,432 +17%
NCM
136
Novare Capital Management
North Carolina
$1.71M +$411K +16,070 +32%
RMC
137
Regis Management Company
California
$1.69M
Goldman Sachs
138
Goldman Sachs
New York
$1.64M -$4.46M -174,218 -73%
FC
139
Forte Capital
New York
$1.59M +$138K +5,402 +9%
MAM
140
Marquette Asset Management
Minnesota
$1.59M +$75.4K +2,950 +5%
SP
141
Successful Portfolios
Florida
$1.58M +$20.9K +818 +1%
MML Investors Services
142
MML Investors Services
Massachusetts
$1.56M +$88K +3,440 +6%
BC
143
Brinker Capital
Pennsylvania
$1.54M -$3.89M -152,064 -72%
SS
144
Simplicity Solutions
Minnesota
$1.5M +$93.4K +3,654 +7%
GC
145
Garde Capital
Washington
$1.43M -$26.1K -1,020 -2%
FC
146
Financial Consulate
Maryland
$1.33M -$432K -16,884 -24%
CWM
147
Cabot Wealth Management
Massachusetts
$1.32M -$188K -7,362 -12%
CIC
148
Carnegie Investment Counsel
Ohio
$1.3M -$129K -5,040 -9%
RFA
149
Reilly Financial Advisors
California
$1.28M +$534K +20,896 +72%
AWM
150
Avior Wealth Management
Nebraska
$1.23M -$43.3K -1,692 -3%