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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
26
Financial Management Professionals
Texas
$28.7M +$2.23M +79,242 +8%
AWMG
27
Alliance Wealth Management Group
New Jersey
$28M +$3.25M +115,400 +13%
TCM
28
Towercrest Capital Management
Pennsylvania
$28M +$3.25M +115,400 +13%
AA
29
Ancora Advisors
Ohio
$27.1M +$493K +17,472 +2%
TWP
30
Total Wealth Planning
Ohio
$27M +$2.43M +86,286 +10%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$26.9M +$2.78M +98,688 +11%
BSB
32
Bangor Savings Bank
Maine
$26.8M +$933K +33,098 +4%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.4M +$1.28M +45,458 +5%
FAIM
34
Financial Advocates Investment Management
Washington
$25.4M +$10.9M +385,876 +74%
MAM
35
Marotta Asset Management
Virginia
$25.2M +$2.61M +92,406 +11%
Osaic Holdings
36
Osaic Holdings
Arizona
$21.9M +$3.81M +134,978 +21%
SWM
37
SVA Wealth Management
Wisconsin
$21.7M +$5.73M +203,032 +36%
Creative Planning
38
Creative Planning
Kansas
$20.7M -$1.07M -38,038 -5%
HCM
39
Horan Capital Management
Maryland
$18.2M +$2.1M +74,340 +13%
LIM
40
Leavell Investment Management
Alabama
$17.7M +$878K +31,128 +5%
MAG
41
Mokosak Advisory Group
Iowa
$16.6M +$367K +13,008 +2%
CHA
42
Cooper/Haims Advisors
New York
$16.1M -$2.9M -102,778 -15%
DWM
43
Destination Wealth Management
California
$15.9M +$1.28M +45,478 +9%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$15.9M +$464K +16,468 +3%
DBRC
45
D.B. Root & Company
Pennsylvania
$15.5M +$816K +28,940 +6%
LPL Financial
46
LPL Financial
California
$15.4M +$4.89M +173,386 +46%
TC
47
TAP Consulting
Missouri
$13.3M +$4.08M +144,750 +44%
PIMG
48
Patriot Investment Management Group
Tennessee
$13.3M +$486K +17,244 +4%
PAG
49
Pinnacle Advisory Group
Maryland
$12.5M +$2.63M +93,088 +26%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$11.8M -$40.9M -1,451,756 -78%