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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$21.3M +$3.58M +137,774 +21%
BWA
27
BlueSky Wealth Advisors
North Carolina
$20.7M +$1.42M +54,454 +7%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$20.6M +$3.9M +150,086 +24%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.5M +$1.37M +52,522 +8%
JIP
30
JBJ Investment Partners
South Carolina
$18.2M +$4.68M +180,002 +36%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$18.1M +$868K +33,372 +5%
TIM
32
Total Investment Management
Arizona
$17.7M +$1.42M +54,678 +9%
BSB
33
Bangor Savings Bank
Maine
$17.7M +$2.21M +85,138 +15%
KF
34
Krilogy Financial
Missouri
$15.7M -$18.5M -712,222 -55%
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$15.4M +$888K +34,148 +6%
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$14.9M +$645K +24,814 +5%
DWM
37
Destination Wealth Management
California
$14.9M -$236K -9,064 -2%
MTC
38
Matrix Trust Company
Colorado
$14.7M +$14.5M +556,490 New
FMP
39
Financial Management Professionals
Texas
$14.6M +$10.3M +395,874 +258%
PA
40
Planning Alternatives
Michigan
$14.4M -$452K -17,384 -3%
Morgan Stanley
41
Morgan Stanley
New York
$14.4M +$478K +18,386 +4%
OWM
42
Opes Wealth Management
California
$13.5M +$371K +14,282 +3%
AWM
43
Apollon Wealth Management
South Carolina
$13.5M +$417K +16,044 +3%
Goldman Sachs
44
Goldman Sachs
New York
$13.3M +$6.88M +264,636 +111%
LIM
45
Leavell Investment Management
Alabama
$13.3M +$1.74M +66,798 +15%
AA
46
Alesco Advisors
New York
$12.1M +$166K +6,378 +1%
CCA
47
Cobblestone Capital Advisors
New York
$11.9M -$308K -11,860 -3%
SWM
48
SVA Wealth Management
Wisconsin
$11.8M +$1.23M +47,460 +12%
BWM
49
BerganKDV Wealth Management
Minnesota
$11.3M +$5.04M +193,728 +83%
PIMG
50
Patriot Investment Management Group
Tennessee
$11.2M +$1.12M +43,086 +11%