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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
26
Alliance Wealth Management Group
New Jersey
$23.2M +$1.29M +48,392 +6%
TCM
27
Towercrest Capital Management
Pennsylvania
$23.2M +$1.29M +48,394 +6%
CHA
28
Cooper/Haims Advisors
New York
$23.1M -$605K -22,624 -3%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.3M +$3.54M +132,298 +19%
HighTower Advisors
30
HighTower Advisors
Illinois
$21.1M -$559K -20,896 -3%
Morgan Stanley
31
Morgan Stanley
New York
$20.9M +$6.23M +232,944 +43%
BSB
32
Bangor Savings Bank
Maine
$20.7M +$2.72M +101,848 +15%
JIP
33
JBJ Investment Partners
South Carolina
$20.2M +$1.72M +64,170 +9%
KBFS
34
Kohmann Bosshard Financial Services
Ohio
$19.6M +$1.15M +43,100 +6%
TIM
35
Total Investment Management
Arizona
$18.4M +$599K +22,408 +3%
KF
36
Krilogy Financial
Missouri
$16.8M +$848K +31,692 +5%
OWM
37
Opes Wealth Management
California
$16M +$2.28M +85,122 +17%
WAM
38
Wealthspire Advisors (Maryland)
Maryland
$15.7M +$468K +17,480 +3%
FMP
39
Financial Management Professionals
Texas
$15.4M +$625K +23,374 +4%
DWM
40
Destination Wealth Management
California
$15.1M +$2.41K +90 +0%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$14.9M -$738K -27,576 -5%
MTC
42
Matrix Trust Company
Colorado
$14.8M -$149K -5,560 -1%
PA
43
Planning Alternatives
Michigan
$14.8M +$157K +5,872 +1%
AWM
44
Apollon Wealth Management
South Carolina
$14.1M +$438K +16,376 +3%
AA
45
Alesco Advisors
New York
$14.1M +$1.76M +65,880 +14%
LIM
46
Leavell Investment Management
Alabama
$14M +$564K +21,078 +4%
PIMG
47
Patriot Investment Management Group
Tennessee
$12.3M +$863K +32,254 +8%
AWS
48
AJ Wealth Strategies
New York
$12.2M +$3.05M +114,088 +34%
FF
49
Friedenthal Financial
New Jersey
$12.1M +$12M +450,452 New
SWM
50
SVA Wealth Management
Wisconsin
$12.1M +$48.1K +1,800 +0.4%