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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Summit Asset Management
Tennessee
$8.7M +$1.47M +54,606 +20%
FMT
27
First Mercantile Trust
Tennessee
$8.57M -$2.58M -95,982 -23%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$8.46M +$1.25M +46,550 +17%
AA
29
Alesco Advisors
New York
$8.04M +$8.04M +299,594 New
KKAMG
30
Kernodle & Katon Asset Management Group
Arkansas
$7.65M -$35.4K -1,320 -0.5%
FF
31
Friedenthal Financial
New Jersey
$7.25M +$392K +14,618 +6%
FWM
32
Frontier Wealth Management
Missouri
$6.84M +$3.73M +139,154 +120%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.81M +$1.07M +39,994 +19%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$6.22M +$325K +12,128 +6%
RW
35
Rand Wealth
Maryland
$6.14M
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$5.86M +$141K +5,242 +2%
BC
37
Bartlett & Co
Ohio
$5.75M +$396K +14,740 +7%
FWP
38
FAS Wealth Partners
Kansas
$5.58M +$2.61M +97,428 +88%
DW
39
Domani Wealth
Pennsylvania
$5.45M -$651K -24,260 -11%
TF
40
Trutina Financial
Washington
$5.35M +$420K +15,644 +9%
DWM
41
Destination Wealth Management
California
$4.96M -$70.6K -2,630 -1%
CMP
42
Courage Miller Partners
Virginia
$4.83M +$208K +7,768 +5%
BWM
43
BerganKDV Wealth Management
Minnesota
$4.63M +$940K +35,026 +25%
CC
44
Callan Capital
California
$4.29M +$197K +7,336 +5%
EWM
45
Empirical Wealth Management
Washington
$4.19M +$34K +1,268 +0.8%
BSB
46
Bangor Savings Bank
Maine
$4.13M +$373K +13,886 +10%
LIM
47
Leavell Investment Management
Alabama
$4.09M +$721K +26,852 +21%
CWM
48
Cabot Wealth Management
Massachusetts
$3.92M -$540K -20,120 -12%
AWMF
49
Arbor Wealth Management (Florida)
Florida
$3.86M -$69.4K -2,588 -2%
Mariner
50
Mariner
Kansas
$3.67M +$662K +24,660 +22%