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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
26
Sequoia Financial Advisors
Ohio
$26.1M -$519K -22,912 -2%
TF
27
Theory Financial
Colorado
$25.9M +$1.03M +45,566 +4%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$23.9M +$1.31M +57,748 +6%
TCM
29
Towercrest Capital Management
Pennsylvania
$23.7M +$632K +27,872 +3%
FLA
30
Financial Life Advisors
Texas
$23.3M +$1.4M +61,950 +6%
UCFA
31
United Capital Financial Advisors
Texas
$21.9M -$79.8K -3,522 -0.4%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.5M +$2.19M +96,798 +11%
APW
33
Austin Private Wealth
Texas
$21M -$1.31M -57,906 -6%
NYLIM
34
New York Life Investment Management
New York
$19.4M +$898K +39,618 +5%
MAG
35
Mokosak Advisory Group
Iowa
$18.2M +$613K +27,050 +3%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$16.2M +$1.45M +63,914 +10%
SFA
37
Souders Financial Advisors
Ohio
$16M +$1.62M +71,452 +11%
Mariner
38
Mariner
Kansas
$15.8M +$2.15M +94,824 +15%
MWM
39
MorganRosel Wealth Management
Colorado
$15.6M +$376K +16,606 +2%
OWA
40
One Wealth Advisors
California
$15.5M -$582K -25,664 -4%
PWMG
41
Pioneer Wealth Management Group
Texas
$15.4M +$4.29M +189,092 +37%
WA
42
Waterford Advisors
New York
$15.4M +$643K +28,364 +4%
LFG
43
Larson Financial Group
Missouri
$15.2M -$285K -12,578 -2%
FWP
44
FAS Wealth Partners
Kansas
$13.7M -$169K -7,476 -1%
RJA
45
Raymond James & Associates
Florida
$13.7M +$1.52M +66,962 +12%
Creative Planning
46
Creative Planning
Kansas
$12.5M +$1.31M +58,026 +11%
MAG
47
Members Advisory Group
New York
$12.2M -$747K -32,968 -6%
FRA
48
FFG Retirement Advisors
Colorado
$11.6M -$1.58M -69,792 -12%
Osaic Holdings
49
Osaic Holdings
Arizona
$11.1M -$1.78M -78,542 -14%
RWP
50
Revolve Wealth Partners
New Jersey
$10.7M +$1.32M +58,364 +14%