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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VV
151
Valentine Ventures
Oregon
$1.85M +$147K +5,760 +9%
A
152
AdvicePeriod
California
$1.77M +$456K +17,880 +35%
SDWMA
153
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.74M +$123K +4,820 +8%
MAM
154
Marquette Asset Management
Minnesota
$1.65M -$43.6K -1,708 -3%
HCM
155
Hengehold Capital Management
Ohio
$1.59M +$868K +34,012 +125%
PFA
156
Pure Financial Advisors
California
$1.54M +$361K +14,152 +31%
FAIM
157
Financial Advocates Investment Management
Washington
$1.51M +$756K +29,624 +103%
JWA
158
JFS Wealth Advisors
Pennsylvania
$1.51M -$3.65M -142,908 -71%
RWM
159
Reston Wealth Management
Virginia
$1.5M +$35.5K +1,390 +2%
SP
160
Successful Portfolios
Florida
$1.48M +$714 +28 +0%
RPG
161
Resource Planning Group
Georgia
$1.47M -$98.3K -3,854 -6%
MWM
162
Mission Wealth Management
California
$1.46M -$53.1K -2,082 -4%
RA
163
Rational Advisors
New York
$1.41M +$377K +14,788 +38%
HSA
164
HBK Sorce Advisory
Pennsylvania
$1.4M -$1.29M -50,432 -48%
FC
165
FCA Corp
Texas
$1.37M +$18.4K +722 +1%
SC
166
Slow Capital
California
$1.37M +$413K +16,198 +44%
BRWA
167
B. Riley Wealth Advisors
Florida
$1.37M +$17.6K +688 +1%
BFM
168
Broadview Financial Management
Wisconsin
$1.35M +$611K +23,958 +85%
FC
169
Financial Consulate
Maryland
$1.35M -$8.83K -346 -0.7%
GIA
170
Gladstone Institutional Advisory
Florida
$1.31M +$1.29M +50,630 New
FG
171
Fiduciary Group
Georgia
$1.31M +$8.83K +346 +0.7%
TCM
172
Twele Capital Management
Minnesota
$1.29M +$53.5K +2,096 +4%
SCA
173
Strategic Capital Advisers
Colorado
$1.26M +$253K +9,914 +26%
ZF
174
Zhang Financial
Michigan
$1.24M +$58.9K +2,310 +5%
Jones Financial Companies
175
Jones Financial Companies
Missouri
$1.18M