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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
151
BSW Wealth Partners
Colorado
$164K -$7.36M -274,310 -94%
RBC
152
Roble Belko & Company
Pennsylvania
$155K
SEI Investments
153
SEI Investments
Pennsylvania
$148K
PFBT
154
Parkside Financial Bank & Trust
Missouri
$139K +$33.4K +1,244 +32%
DAM
155
Delta Asset Management
Tennessee
$107K
WCM
156
Wealthcare Capital Management
Virginia
$106K
EWM
157
Evercore Wealth Management
New York
$100K +$99.8K +3,720 New
VIA
158
Vantage Investment Advisors
Pennsylvania
$91K +$8.48K +316 +10%
MFS
159
MSI Financial Services
Massachusetts
$82K -$51.2K -1,908 -38%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$73K
MSFP
161
Mark Sheptoff Financial Planning
Connecticut
$64K
PSUF
162
People's United Financial
Connecticut
$63K
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56K +$56.2K +2,096 New
WA
164
Winfield Associates
Ohio
$54K
SSB
165
Sandy Spring Bank
Maryland
$51K
SA
166
SRH Advisors
Kansas
$51K +$30.2K +1,126 +144%
MIM
167
Macroview Investment Management
Maryland
$44K +$44K +1,640 New
JWA
168
JFS Wealth Advisors
Pennsylvania
$41K +$215 +8 +0.5%
ASN
169
Advisory Services Network
Georgia
$41K +$12.9K +480 +46%
PG
170
Patten Group
Tennessee
$30.2K -$1.88K -70 -6%
PO
171
Private Ocean
California
$30K +$161 +6 +0.5%
IF
172
Ironwood Financial
Arizona
$27K
NFG
173
Next Financial Group
Texas
$21K
SWA
174
Sutton Wealth Advisors
Florida
$20.5K
GBBWRPM
175
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K +$17K +632 New