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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$16.1M -$4.55M -182,110 -22%
PAG
27
Pinnacle Advisory Group
Maryland
$16M +$9.37M +375,162 +146%
BWA
28
BlueSky Wealth Advisors
North Carolina
$16M -$2.43M -97,182 -13%
HighTower Advisors
29
HighTower Advisors
Illinois
$15.9M -$9.79M -391,964 -38%
CCA
30
Cobblestone Capital Advisors
New York
$15.9M +$11.2M +446,790 +246%
OA
31
Opes Advisors
California
$14.3M +$10.7M +427,310 +314%
HGWM
32
Harvest Group Wealth Management
Massachusetts
$13.8M -$25.9K -1,038 -0.2%
PA
33
Planning Alternatives
Michigan
$13.7M +$994K +39,816 +8%
AIP
34
Almanack Investment Partners
Pennsylvania
$13.6M -$3.83M -153,220 -22%
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$13.1M -$4.39M -175,806 -25%
AWM
36
Apollon Wealth Management
South Carolina
$12.8M +$12.4M +498,458 New
BSB
37
Bangor Savings Bank
Maine
$12.6M +$2.54M +101,682 +26%
Morgan Stanley
38
Morgan Stanley
New York
$12.6M +$10M +400,622 +409%
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$12.6M +$2.85M +114,266 +30%
TF
40
TimeScale Financial
Massachusetts
$11.5M +$11.4M +455,996 New
KFA
41
Kays Financial Advisory
Georgia
$11.2M +$10.6M +424,632 +2,200%
SFA
42
Sequoia Financial Advisors
Ohio
$11.2M +$1.5M +60,014 +16%
FF
43
Friedenthal Financial
New Jersey
$11M +$881K +35,262 +9%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$10.9M -$4.15M -166,384 -28%
AA
45
Alesco Advisors
New York
$10.7M -$2.16M -86,484 -17%
MAG
46
Mokosak Advisory Group
Iowa
$10.6M -$3.32M -132,884 -24%
PEA
47
Pacific Edge Advisors
California
$10.5M +$9.93M +397,620 +2,306%
BC
48
Burleson & Co
California
$9.72M +$111K +4,450 +1%
BlackRock
49
BlackRock
New York
$9.66M -$2.16M -86,450 -18%
BWP
50
BSW Wealth Partners
Colorado
$9.53M +$8.14M +325,802 +641%