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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
26
Theory Financial
Colorado
$27.2M -$109K -4,868 -0.4%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$27M +$1.8M +80,306 +7%
SFA
28
Sequoia Financial Advisors
Ohio
$26.5M -$993K -44,408 -4%
TCM
29
Towercrest Capital Management
Pennsylvania
$24.4M -$481K -21,482 -2%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.9M +$1.11M +49,810 +5%
AWMG
31
Alliance Wealth Management Group
New Jersey
$23.8M +$22.8M +1,019,106 New
FLA
32
Financial Life Advisors
Texas
$22.2M -$2.22M -99,170 -9%
PWMG
33
Pioneer Wealth Management Group
Texas
$21.6M +$5.14M +229,836 +33%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$20.1M +$2.96M +132,538 +18%
APW
35
Austin Private Wealth
Texas
$19.9M -$2.11M -94,334 -10%
MAG
36
Mokosak Advisory Group
Iowa
$19.9M +$665K +29,712 +4%
UCFA
37
United Capital Financial Advisors
Texas
$19.1M -$3.82M -170,816 -17%
TWM
38
TSA Wealth Management
Texas
$18.8M +$18M +804,398 New
Mariner
39
Mariner
Kansas
$18.6M +$1.86M +83,014 +12%
LFG
40
Larson Financial Group
Missouri
$14.9M -$1.03M -46,106 -7%
FWP
41
FAS Wealth Partners
Kansas
$14.9M +$349K +15,618 +3%
TC
42
Tenret Company
Florida
$14.7M +$14.1M +629,352 New
Osaic Holdings
43
Osaic Holdings
Arizona
$14.7M +$2.87M +128,324 +26%
PSA
44
Plum Street Advisors
Louisiana
$14.3M +$13.7M +613,182 New
OWA
45
One Wealth Advisors
California
$14.1M -$2.17M -97,018 -14%
CWM
46
Congress Wealth Management
Massachusetts
$14M +$11.3M +505,982 +541%
MWM
47
MorganRosel Wealth Management
Colorado
$13.8M -$2.6M -116,282 -16%
FPCG
48
Fort Pitt Capital Group
Pennsylvania
$13.7M +$12.9M +576,840 +6,254%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$13.6M +$12M +537,506 +1,208%
JJBC
50
James J. Burns & Company
New York
$13.2M +$3.33M +149,008 +36%