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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
151
Clearwater Capital Advisors
Illinois
$1.2M +$911K +36,058 +303%
JFG
152
JMG Financial Group
Illinois
$1.2M +$116K +4,582 +11%
SWM
153
Stockman Wealth Management
Montana
$1.19M +$108K +4,290 +10%
PFM
154
Phillips Financial Management
Indiana
$1.16M +$64.7K +2,560 +6%
KLI
155
Kelman-Lazarov Inc
Tennessee
$1.15M -$6.92M -274,082 -86%
TCM
156
Twele Capital Management
Minnesota
$1.15M +$1.72K +68 +0.1%
CWM
157
Cabot Wealth Management
Massachusetts
$1.13M -$46.1K -1,824 -4%
SS
158
Simplicity Solutions
Minnesota
$1.13M -$31.7K -1,254 -3%
B
159
Bailard
California
$1.09M -$3.71M -146,934 -77%
MML Investors Services
160
MML Investors Services
Massachusetts
$1.03M -$500K -19,812 -33%
RA
161
Rational Advisors
New York
$981K +$310K +12,256 +46%
SCA
162
Strategic Capital Advisers
Colorado
$959K +$354 +14 +0%
CIC
163
Carnegie Investment Counsel
Ohio
$922K -$300K -11,876 -24%
SC
164
Slow Capital
California
$916K +$7.48K +296 +0.8%
A
165
AdvicePeriod
California
$899K +$194K +7,664 +27%
PFBT
166
Parkside Financial Bank & Trust
Missouri
$883K +$726K +28,724 +446%
CFD
167
Creative Financial Designs
Indiana
$848K +$61.3K +2,428 +8%
CIAS
168
Capital Investment Advisory Services
North Carolina
$842K -$5.91K -234 -0.7%
AACR
169
ACR Alpine Capital Research
Missouri
$842K +$98.7K +3,906 +13%
NIC
170
Northwest Investment Counselors
Oregon
$840K +$286K +11,306 +51%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$834K +$217K +8,608 +35%
RJA
172
Raymond James & Associates
Florida
$803K -$98.6K -3,904 -11%
JWA
173
JFS Wealth Advisors
Pennsylvania
$802K +$201K +7,970 +33%
WIC
174
Whitegate Investment Counselors
New Hampshire
$782K +$2.17K +86 +0.3%
ACM
175
Armbruster Capital Management
New York
$778K -$31.9K -1,262 -4%