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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPA
176
Rock Point Advisors
Vermont
$287K
CL
177
Choreo LLC
Illinois
$286K +$52 +2 +0%
HDIM
178
Hanson & Doremus Investment Management
Vermont
$285K +$125K +4,776 +78%
RJA
179
Raymond James & Associates
Florida
$283K +$283K +10,840 New
UB
180
UMB Bank
Missouri
$272K -$97.3K -3,732 -26%
ACA
181
Ackerman Capital Advisors
Texas
$267K +$267K +10,236 New
BJL
182
Brighton Jones LLC
Washington
$258K +$257K +9,864 New
RCA
183
Rowland Carmichael Advisors
Arizona
$256K
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
$253K +$10.9K +418 +5%
HCA
185
Horan Capital Advisors
Ohio
$247K +$42.8K +1,640 +21%
Millennium Management
186
Millennium Management
New York
$237K +$237K +9,068 New
AC
187
Alley Company
Illinois
$235K +$29.3K +1,124 +14%
NDSI
188
Newman Dignan & Sheerar Inc
Rhode Island
$233K +$233K +8,936 New
CA
189
Cambridge Advisors
Nebraska
$230K +$887 +34 +0.4%
MCM
190
Mengis Capital Management
Oregon
$226K +$18K +692 +9%
RWM
191
Ritholtz Wealth Management
New York
$225K +$225K +8,626 New
MCM
192
Maple Capital Management
Vermont
$221K +$220K +8,448 New
LWAC
193
Laurel Wealth Advisors (California)
California
$215K +$2.5K +96 +1%
NGA
194
Naples Global Advisors
Florida
$213K -$23.5K -900 -10%
AIM
195
Aspen Investment Management
Michigan
$212K -$10.2K -390 -5%
GI
196
GS Investments
Minnesota
$204K +$204K +7,820 New
HSA
197
HBK Sorce Advisory
Pennsylvania
$201K +$201K +7,704 New
VNA
198
Valley National Advisers
Pennsylvania
$187K -$6.42K -246 -3%
PFBT
199
Parkside Financial Bank & Trust
Missouri
$168K -$2.45K -94 -1%
LCM
200
Liberty Capital Management
Michigan
$162K +$163K +6,234 New