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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
26
Piershale Financial Group
Illinois
$27.2M +$26.9M +968,240 New
AA
27
Ancora Advisors
Ohio
$26.7M +$267K +9,608 +1%
WAM
28
Wealthspire Advisors (Maryland)
Maryland
$26.7M +$5.51M +198,126 +26%
FMP
29
Financial Management Professionals
Texas
$26.6M +$3.8M +136,586 +17%
BSB
30
Bangor Savings Bank
Maine
$26M +$1.08M +38,900 +4%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.2M +$24.9M +894,924 New
AWMG
32
Alliance Wealth Management Group
New Jersey
$24.8M -$1.34M -48,080 -5%
TCM
33
Towercrest Capital Management
Pennsylvania
$24.8M -$1.34M -48,080 -5%
TWP
34
Total Wealth Planning
Ohio
$24.7M +$59.6K +2,142 +0.2%
KBFS
35
Kohmann Bosshard Financial Services
Ohio
$24.3M +$4.54M +163,250 +23%
MAM
36
Marotta Asset Management
Virginia
$22.7M -$341K -12,268 -1%
Creative Planning
37
Creative Planning
Kansas
$21.9M -$2.93M -105,314 -12%
CHA
38
Cooper/Haims Advisors
New York
$19.1M -$3.27M -117,398 -15%
Osaic Holdings
39
Osaic Holdings
Arizona
$18.2M -$79.5M -2,859,008 -82%
LIM
40
Leavell Investment Management
Alabama
$16.8M +$423K +15,206 +3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$16.5M -$1.48M -53,036 -8%
MAG
42
Mokosak Advisory Group
Iowa
$16.3M +$880K +31,612 +6%
HCM
43
Horan Capital Management
Maryland
$16.2M +$256K +9,214 +2%
SWM
44
SVA Wealth Management
Wisconsin
$16M +$1.71M +61,378 +12%
FANJ
45
Financial Architects (New Jersey)
New Jersey
$15.4M +$317K +11,394 +2%
MTC
46
Matrix Trust Company
Colorado
$15.1M +$46.7K +1,678 +0.3%
DBRC
47
D.B. Root & Company
Pennsylvania
$14.7M +$1.1M +39,630 +8%
DWM
48
Destination Wealth Management
California
$14.6M +$1.32M +47,576 +10%
FAIM
49
Financial Advocates Investment Management
Washington
$14.6M +$10.6M +379,700 +271%
AWS
50
AJ Wealth Strategies
New York
$13.7M +$1.85M +66,350 +16%