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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$17.4M +$720K +28,492 +4%
AIP
27
Almanack Investment Partners
Pennsylvania
$17.1M +$17.2M +680,186 +6,307%
Creative Planning
28
Creative Planning
Kansas
$16.9M +$1.57M +62,246 +10%
FAAS
29
First Allied Advisory Services
California
$16.7M +$17.1K +676 +0.1%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.8M +$1.29M +51,226 +9%
CM
31
Columbus Macro
Pennsylvania
$15.2M +$42.4K +1,678 +0.3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$15M -$1.51M -59,656 -9%
MAG
33
Mokosak Advisory Group
Iowa
$13.9M +$321K +12,718 +2%
HGWM
34
Harvest Group Wealth Management
Massachusetts
$13.7M +$10.5M +417,590 +327%
AA
35
Alesco Advisors
New York
$12.8M -$119K -4,724 -0.9%
PA
36
Planning Alternatives
Michigan
$12.6M +$26.9K +1,066 +0.2%
BlackRock
37
BlackRock
New York
$11.8M +$1.07M +42,270 +10%
FANJ
38
Financial Architects (New Jersey)
New Jersey
$10.9M -$102K -4,022 -0.9%
FF
39
Friedenthal Financial
New Jersey
$10M +$590K +23,348 +6%
BSB
40
Bangor Savings Bank
Maine
$10M +$1.23M +48,828 +14%
LIM
41
Leavell Investment Management
Alabama
$9.98M +$586K +23,204 +6%
SAM
42
Summit Asset Management
Tennessee
$9.93M -$3.38M -133,984 -25%
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$9.65M +$330K +13,066 +4%
SFA
44
Sequoia Financial Advisors
Ohio
$9.58M +$503K +19,912 +6%
BC
45
Burleson & Co
California
$9.4M -$1.54M -60,836 -14%
RW
46
Rand Wealth
Maryland
$8.95M -$45.7K -1,808 -0.5%
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$8.92M +$142K +5,612 +2%
TAT
48
TD Ameritrade Trust
Colorado
$8.91M -$22.7K -900 -0.3%
FWP
49
FAS Wealth Partners
Kansas
$8.61M +$350K +13,840 +4%
MWM
50
Merriman Wealth Management
Washington
$8.02M +$31.1K +1,230 +0.4%