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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFM
201
Eley Financial Management
Vermont
$1.63M +$15.6K +670 +1%
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$1.62M -$466K -20,026 -22%
BIA
203
Bigelow Investment Advisors
Maine
$1.62M +$1.63M +70,246 New
SPAS
204
Spectrum Planning & Advisory Services
California
$1.57M +$124K +5,324 +8%
IFG
205
Independent Financial Group
California
$1.56M +$31.8K +1,368 +2%
CCA
206
Cobblestone Capital Advisors
New York
$1.54M -$272K -11,694 -15%
LA
207
LexAurum Advisors
Kansas
$1.51M +$34.1K +1,464 +2%
LNC
208
Lincoln National Corp
Pennsylvania
$1.46M +$4.93K +212 +0.3%
WFC
209
Western Financial Corp
California
$1.46M -$64.8K -2,784 -4%
HIF
210
Hill Island Financial
Michigan
$1.45M +$63.9K +2,746 +5%
ECM
211
Exchange Capital Management
Michigan
$1.44M -$26.3K -1,132 -2%
DLCIG
212
D.L. Carlson Investment Group
New Hampshire
$1.36M +$1.37M +58,926 New
CCM
213
Crabel Capital Management
California
$1.36M +$512K +22,002 +60%
BCI
214
Brinker Capital Investments
Pennsylvania
$1.35M +$631K +27,102 +86%
OPS
215
Orion Portfolio Solutions
Nebraska
$1.35M +$631K +27,102 +86%
SOS
216
Silver Oak Securities
Tennessee
$1.35M +$1.36M +58,566 New
CAN
217
Cetera Advisor Networks
California
$1.34M +$676K +29,072 +100%
CFA
218
Cahill Financial Advisors
Minnesota
$1.33M +$157K +6,768 +13%
LA
219
LVW Advisors
New York
$1.32M +$137K +5,888 +11%
SPI
220
Sutton Place Investors
New York
$1.32M -$73.5K -3,158 -5%
CTWM
221
Cherry Tree Wealth Management
Minnesota
$1.31M +$1.32M +56,822 New
PAG
222
Private Advisor Group
New Jersey
$1.31M +$408K +17,542 +45%
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$1.29M -$300K -12,904 -19%
TCM
224
Twele Capital Management
Minnesota
$1.28M -$4.19K -180 -0.3%
VNA
225
Valley National Advisers
Pennsylvania
$1.27M