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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
201
Roble Belko & Company
Pennsylvania
$150K
CIR
202
Clear Investment Research
Georgia
$136K +$136K +5,218 New
BCM
203
Blume Capital Management
California
$134K
PG
204
Patten Group
Tennessee
$111K +$80.7K +3,094 +268%
DAM
205
Delta Asset Management
Tennessee
$105K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$105K +$105K +4,034 New
WCM
207
Wealthcare Capital Management
Virginia
$104K
AOWM
208
Alpha Omega Wealth Management
Virginia
$102K
NSB
209
Norway Savings Bank
Maine
$99K +$98.9K +3,790 New
Royal Bank of Canada
210
Royal Bank of Canada
Ontario, Canada
$96K -$485K -18,604 -84%
PA
211
Parallel Advisors
California
$85K +$72.3K +2,770 +582%
EWM
212
Evercore Wealth Management
New York
$83K
MIM
213
Macroview Investment Management
Maryland
$80K
CJA
214
C-J Advisory
California
$79K
PSUF
215
People's United Financial
Connecticut
$78K +$6K +230 +8%
ASN
216
Advisory Services Network
Georgia
$73K +$44.9K +1,722 +162%
MSFP
217
Mark Sheptoff Financial Planning
Connecticut
$62K -$52 -2 -0.1%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$60K -$10.7K -412 -15%
DADC
219
D.A. Davidson & Co
Montana
$56K -$1.25K -48 -2%
WA
220
Winfield Associates
Ohio
$53K
SJIM
221
St. Johns Investment Management
Florida
$48K
JWA
222
JFS Wealth Advisors
Pennsylvania
$43K -$4.35M -166,598 -99%
US Bancorp
223
US Bancorp
Minnesota
$41K +$41.5K +1,590 New
PO
224
Private Ocean
California
$37K +$6.83K +262 +23%
SQA
225
Simon Quick Advisors
New Jersey
$34K +$5.27K +202 +18%