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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$24.5M +$2.62M +114,884 +12%
UCFA
27
United Capital Financial Advisors
Texas
$24.3M -$4.84M -212,578 -17%
HGWM
28
Horst & Graben Wealth Management
Oregon
$24M +$1.01M +44,360 +4%
ACM
29
AlphaStar Capital Management
North Carolina
$23.4M +$23.4M +1,026,360 New
TF
30
Theory Financial
Colorado
$22.6M +$22.6M +992,160 New
TCM
31
Towercrest Capital Management
Pennsylvania
$22.4M -$1.31M -57,466 -6%
AWMG
32
Alliance Wealth Management Group
New Jersey
$21.7M -$1.97M -86,496 -8%
FLA
33
Financial Life Advisors
Texas
$20M +$17.2M +753,616 +619%
AO
34
Advisor OS
Illinois
$17.7M -$595K -26,148 -3%
MAG
35
Mokosak Advisory Group
Iowa
$17.7M +$5.51M +241,866 +46%
CW
36
Connectus Wealth
Ohio
$17.1M -$20.9K -918 -1%
NYLIM
37
New York Life Investment Management
New York
$16.8M +$3.29M +144,718 +24%
LFG
38
Larson Financial Group
Missouri
$16.4M +$16.1M +709,044 +8,666%
Mariner
39
Mariner
Kansas
$16.3M -$3.63M -159,656 -18%
TC
40
Tenret Company
Florida
$14.7M +$8.53M +374,586 +139%
APW
41
Austin Private Wealth
Texas
$14.6M +$1.3M +57,254 +10%
WA
42
Waterford Advisors
New York
$14.3M +$14.3M +626,716 New
Osaic Holdings
43
Osaic Holdings
Arizona
$14M -$959K -42,124 -6%
SFA
44
Souders Financial Advisors
Ohio
$13.9M +$810K +35,586 +6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$13.7M +$666K +29,248 +5%
Morgan Stanley
46
Morgan Stanley
New York
$13.7M +$8.76M +384,958 +179%
MWM
47
MorganRosel Wealth Management
Colorado
$13.4M -$2.28M -99,944 -15%
PWMG
48
Pioneer Wealth Management Group
Texas
$13.2M +$13.2M +580,254 New
JFG
49
JMG Financial Group
Illinois
$13.1M +$689K +30,268 +6%
MAG
50
Members Advisory Group
New York
$13M +$13M +568,872 New