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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCP
151
Blue Chip Partners
Michigan
$487K +$2.87K +110 +0.6%
AIA
152
Allegis Investment Advisors
Idaho
$446K -$4.96K -190 -1%
WF
153
WealthTrust Fairport
Ohio
$437K +$3.23K +124 +0.7%
PFM
154
Peak Financial Management
Massachusetts
$425K +$25.8K +990 +6%
RW
155
REDW Wealth
New Mexico
$421K +$43.9K +1,682 +12%
GP
156
Girard Partners
Pennsylvania
$406K
CAM
157
Cubic Asset Management
Massachusetts
$405K +$26.1K +1,000 +7%
WA
158
WBH Advisory
Maryland
$397K +$116K +4,436 +41%
BFPW
159
BOK Financial Private Wealth
Colorado
$393K -$13.8K -530 -3%
AACR
160
ACR Alpine Capital Research
Missouri
$363K -$577K -22,130 -61%
AFP
161
Ausdal Financial Partners
Iowa
$360K +$2.14K +82 +0.6%
SWP
162
Stratos Wealth Partners
Ohio
$355K -$9.7K -372 -3%
PA
163
Pinnacle Associates
New York
$351K +$6.26K +240 +2%
CWM
164
Concert Wealth Management
California
$340K -$89.3K -3,424 -21%
AG
165
Appleton Group
Wisconsin
$338K +$337K +12,934 New
AG
166
Advisor Group
Arizona
$331K -$55.1K -2,112 -14%
DIA
167
Denver Investment Advisors
Colorado
$330K +$26.9K +1,030 +9%
MML Investors Services
168
MML Investors Services
Massachusetts
$330K +$329K +12,630 New
FM
169
Foster & Motley
Ohio
$328K -$2.66K -102 -0.8%
FAM
170
Foothills Asset Management
Arizona
$327K +$50.8K +1,948 +18%
FAAS
171
First Allied Advisory Services
California
$316K +$314K +12,042 New
KFA
172
Kelleher Financial Advisors
New York
$313K +$313K +11,992 New
LAIC
173
Lederer & Associates Investment Counsel
California
$309K +$25.4K +972 +9%
SA
174
SRH Advisors
Kansas
$289K
PA
175
Paracle Advisors
Washington
$288K +$20.5K +786 +8%