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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
26
Cooper/Haims Advisors
New York
$17M +$2.2M +86,044 +15%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$16.1M -$398K -15,558 -2%
CM
28
Columbus Macro
Pennsylvania
$15.7M +$15.7M +614,234 New
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.3M +$1.5M +58,660 +11%
BWP
30
BSW Wealth Partners
Colorado
$15.2M +$378K +14,792 +3%
SAM
31
Summit Asset Management
Tennessee
$13.8M +$843K +32,978 +7%
Creative Planning
32
Creative Planning
Kansas
$13.7M +$3.23M +126,164 +31%
MAG
33
Mokosak Advisory Group
Iowa
$13.4M +$147K +5,738 +1%
AA
34
Alesco Advisors
New York
$13M +$949K +37,122 +8%
PA
35
Planning Alternatives
Michigan
$12.5M +$1.35M +52,610 +12%
KLI
36
Kelman-Lazarov Inc
Tennessee
$12M +$2.52M +98,500 +27%
BlackRock
37
BlackRock
New York
$11.8M +$3.42M +133,682 +41%
FANJ
38
Financial Architects (New Jersey)
New Jersey
$11.6M +$182K +7,128 +2%
LPL Financial
39
LPL Financial
California
$11.2M +$561K +21,940 +5%
BA
40
Bristlecone Advisors
Washington
$9.89M +$9.91M +387,642 New
BC
41
Burleson & Co
California
$9.88M +$35.8K +1,398 +0.4%
FF
42
Friedenthal Financial
New Jersey
$9.48M +$733K +28,668 +8%
LIM
43
Leavell Investment Management
Alabama
$9.24M +$1.03M +40,416 +13%
TAT
44
TD Ameritrade Trust
Colorado
$9.2M -$2.44M -95,348 -21%
WAM
45
Wealthspire Advisors (Maryland)
Maryland
$9.09M +$1.12M +43,988 +14%
RW
46
Rand Wealth
Maryland
$9.03M -$398K -15,582 -4%
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$8.9M +$8.66M +338,588 +2,871%
SFA
48
Sequoia Financial Advisors
Ohio
$8.84M +$2.52M +98,598 +40%
FMT
49
First Mercantile Trust
Tennessee
$8.31M -$23.8K -930 -0.3%
FWP
50
FAS Wealth Partners
Kansas
$8.23M +$736K +28,778 +10%