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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Towercrest Capital Management
Pennsylvania
$33.3M +$1.35M +49,196 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$28.6M -$403K -14,686 -1%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.5M +$489K +17,844 +2%
ASI
29
Advisory Services & Investments
Oregon
$25.7M +$2.65M +96,802 +11%
AA
30
Ancora Advisors
Ohio
$25.7M -$3.78M -137,886 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
31
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.4M +$24.7M +900,000 New
AIMCA
32
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.7M +$11M +400,000 +100%
CW
33
Connectus Wealth
Ohio
$21.4M +$91.2K +3,328 +0.4%
Creative Planning
34
Creative Planning
Kansas
$20.8M +$1.22M +44,316 +6%
MAG
35
Mokosak Advisory Group
Iowa
$20.4M +$57.6K +2,102 +0.3%
NRI
36
NFP Retirement Inc
California
$19.1M -$243K -8,872 -1%
NFG
37
Northeast Financial Group
Pennsylvania
$18.2M +$5.49M +200,262 +42%
Jane Street
38
Jane Street
New York
$17.6M -$8.54M -311,514 -32%
DBRC
39
D.B. Root & Company
Pennsylvania
$17.6M +$3.29M +119,922 +23%
TC
40
TAP Consulting
Missouri
$17.2M +$886K +32,312 +5%
LIM
41
Leavell Investment Management
Alabama
$16.9M -$667K -24,310 -4%
DWM
42
Destination Wealth Management
California
$16.4M -$455K -16,608 -3%
LPL Financial
43
LPL Financial
California
$15.9M -$1M -36,608 -6%
KAS
44
Kestra Advisory Services
Texas
$15.6M +$15.7M +573,954 New
SFA
45
Sequoia Financial Advisors
Ohio
$15.5M -$33.3M -1,213,408 -68%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$15.1M +$221K +8,072 +1%
BSB
47
Bangor Savings Bank
Maine
$15M -$518K -18,892 -3%
BL
48
BFSG LLC
California
$14.8M +$492K +17,936 +3%
NYLIM
49
New York Life Investment Management
New York
$14.6M +$1.52M +55,346 +11%
PIMG
50
Patriot Investment Management Group
Tennessee
$14.3M +$56.4K +2,056 +0.4%