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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Alesco Advisors
New York
$6.14M +$281K +10,768 +5%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$5.72M -$42.4K -1,626 -0.7%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$5.67M +$1.89M +72,214 +51%
DW
29
Domani Wealth
Pennsylvania
$5.53M +$5.47M +209,520 New
CWM
30
Cabot Wealth Management
Massachusetts
$5.23M -$46.4K -1,776 -0.9%
Morgan Stanley
31
Morgan Stanley
New York
$5.12M +$1.31M +50,030 +35%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$5.09M +$167K +6,394 +3%
BC
33
Bartlett & Co
Ohio
$5.03M -$95.2K -3,648 -2%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.78M +$1.01M +38,660 +27%
CMP
35
Courage Miller Partners
Virginia
$4.73M +$196K +7,504 +4%
AI
36
Atria Investments
North Carolina
$4.67M -$1.02M -39,014 -18%
Ameriprise
37
Ameriprise
Minnesota
$4.62M -$824K -31,552 -15%
VKH
38
Virtu KCG Holdings
New York
$4.45M +$4.06M +155,644 +1,222%
TF
39
Trutina Financial
Washington
$4.38M +$2.19M +83,974 +103%
EWM
40
Empirical Wealth Management
Washington
$4.08M -$424K -16,238 -10%
CC
41
Callan Capital
California
$4.04M -$337K -12,924 -8%
FF
42
Friedenthal Financial
New Jersey
$3.95M
AWMF
43
Arbor Wealth Management (Florida)
Florida
$3.95M -$15.6K -596 -0.4%
BSB
44
Bangor Savings Bank
Maine
$3.86M -$70.4K -2,696 -2%
FC
45
Financial Consulate
Maryland
$3.77M -$133K -5,088 -3%
PTCG
46
Pring Turner Capital Group
California
$3.62M -$8.35K -320 -0.2%
DWM
47
Destination Wealth Management
California
$3.62M
LIM
48
Leavell Investment Management
Alabama
$3.13M +$329K +12,586 +12%
BWM
49
BerganKDV Wealth Management
Minnesota
$3.07M +$3.03M +116,124 New
WA
50
Waverly Advisors
Alabama
$2.76M +$108K +4,118 +4%