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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAT
26
TD Ameritrade Trust
Colorado
$11M +$1.84M +70,486 +20%
FWM
27
Frontier Wealth Management
Missouri
$10.5M +$1.58M +60,690 +18%
AFS
28
Access Financial Services
Minnesota
$10.3M -$10.8M -413,430 -51%
BlackRock
29
BlackRock
New York
$10.2M -$481K -18,426 -5%
UCFA
30
United Capital Financial Advisors
Texas
$10M -$1.05M -40,370 -10%
FANJ
31
Financial Architects (New Jersey)
New Jersey
$9.84M +$1.29M +49,556 +15%
AA
32
Apriem Advisors
California
$9.77M +$9.18M +351,990 +1,596%
BA
33
Bristlecone Advisors
Washington
$9.65M -$345K -13,212 -3%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.37M +$1.3M +49,800 +16%
Morgan Stanley
35
Morgan Stanley
New York
$9.19M +$1.21M +46,570 +15%
AWS
36
AJ Wealth Strategies
New York
$8.97M +$2.32M +88,826 +35%
SBL
37
Sargent Bickham Lagudis
Colorado
$8.91M -$367K -14,088 -4%
FMT
38
First Mercantile Trust
Tennessee
$8.9M -$483K -18,508 -5%
FF
39
Friedenthal Financial
New Jersey
$8.35M -$13.3K -510 -0.2%
Goldman Sachs
40
Goldman Sachs
New York
$7.8M +$7.78M +298,448 New
Creative Planning
41
Creative Planning
Kansas
$7.74M +$2.51M +96,052 +48%
WAM
42
Wealthspire Advisors (Maryland)
Maryland
$7.54M +$523K +20,050 +7%
CWM
43
Confluence Wealth Management
Oregon
$6.8M -$182K -6,968 -3%
FWP
44
FAS Wealth Partners
Kansas
$6.75M +$147K +5,650 +2%
CMP
45
Courage Miller Partners
Virginia
$6.52M +$286K +10,964 +5%
DWM
46
Destination Wealth Management
California
$6.33M +$119K +4,574 +2%
SFA
47
Sequoia Financial Advisors
Ohio
$6.21M -$1.91M -73,178 -24%
ECM
48
Exchange Capital Management
Michigan
$6.12M +$6.06M +232,288 +12,834%
LIM
49
Leavell Investment Management
Alabama
$6.07M +$1.43M +54,860 +31%
BC
50
Bartlett & Co
Ohio
$6.06M +$115K +4,424 +2%