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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Apriem Advisors
California
$24.8M -$437K -18,794 -2%
TCM
27
Towercrest Capital Management
Pennsylvania
$24M +$114K +4,912 +0.5%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$23.6M -$1.27M -54,590 -5%
AWMG
29
Alliance Wealth Management Group
New Jersey
$23.4M +$114K +4,912 +0.5%
APW
30
Austin Private Wealth
Texas
$23.3M +$1.74M +74,626 +8%
UCFA
31
United Capital Financial Advisors
Texas
$23M -$861K -37,000 -4%
FLA
32
Financial Life Advisors
Texas
$22.9M +$6.72M +288,990 +41%
AT
33
American Trust
Kentucky
$21.6M
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.2M -$661K -28,424 -3%
NYLIM
35
New York Life Investment Management
New York
$19.3M +$1.51M +64,716 +8%
MAG
36
Mokosak Advisory Group
Iowa
$18.4M +$475K +20,420 +3%
OWA
37
One Wealth Advisors
California
$16.8M +$860K +36,972 +5%
LFG
38
Larson Financial Group
Missouri
$16.1M -$330K -14,204 -2%
CWM
39
Congress Wealth Management
Massachusetts
$16M +$15.2M +652,102 +1,509%
MWM
40
MorganRosel Wealth Management
Colorado
$15.9M +$415K +17,834 +3%
WA
41
Waterford Advisors
New York
$15.4M +$593K +25,506 +4%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$15.4M +$3.65M +156,678 +31%
TC
43
Tenret Company
Florida
$15.4M +$140K +6,028 +0.9%
CIAS
44
CFS Investment Advisory Services
New Jersey
$15.2M +$15.3M +659,576 New
SFA
45
Souders Financial Advisors
Ohio
$15M +$227K +9,742 +2%
FWP
46
FAS Wealth Partners
Kansas
$14.5M +$832K +35,754 +6%
Mariner
47
Mariner
Kansas
$14.3M -$1.4M -60,106 -9%
FRA
48
FFG Retirement Advisors
Colorado
$13.7M +$2.26M +97,256 +20%
MAG
49
Members Advisory Group
New York
$13.5M +$32.4K +1,394 +0.2%
DWP
50
Daymark Wealth Partners
Ohio
$13.3M +$10.6M +457,034 +377%