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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLA
26
Financial Life Advisors
Texas
$24.3M +$1.39M +61,498 +6%
Morgan Stanley
27
Morgan Stanley
New York
$23.8M +$304K +13,404 +1%
TWM
28
TSA Wealth Management
Texas
$23.5M +$3.34M +147,170 +17%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$23.4M -$1.89M -83,386 -8%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.2M +$168K +7,400 +0.7%
Bank of America
31
Bank of America
North Carolina
$23.1M +$702K +30,996 +3%
APW
32
Austin Private Wealth
Texas
$23.1M +$1.13M +49,790 +5%
FCA
33
FLC Capital Advisors
California
$22.9M +$22.8M +1,005,530 New
MAG
34
Mokosak Advisory Group
Iowa
$21.7M +$477K +21,030 +2%
SA
35
Sanctuary Advisors
Indiana
$20.6M +$20.8M +918,938 New
PSA
36
Plum Street Advisors
Louisiana
$17.7M -$1.67M -73,578 -9%
UCFA
37
United Capital Financial Advisors
Texas
$17.6M -$214K -9,422 -1%
KL
38
KilterHowling LLC
Colorado
$17.3M -$12.3M -541,846 -42%
TC
39
Tenret Company
Florida
$16M +$384K +16,948 +2%
CIAS
40
CFS Investment Advisory Services
New Jersey
$15.2M +$15.1M +666,562 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$15.1M -$325K -14,330 -2%
PWMG
42
Pioneer Wealth Management Group
Texas
$15.1M +$1.99M +87,976 +15%
CWM
43
Congress Wealth Management
Massachusetts
$14.5M +$430K +18,992 +3%
FWP
44
FAS Wealth Partners
Kansas
$14.5M -$97K -4,278 -0.7%
RWP
45
Revolve Wealth Partners
New Jersey
$14.3M +$1.45M +63,902 +11%
AAS
46
Avantax Advisory Services
Texas
$14M +$3.58M +157,896 +35%
MA
47
Mutual Advisors
Nebraska
$13.2M +$641K +28,262 +5%
JJBC
48
James J. Burns & Company
New York
$13.2M +$4.02M +177,216 +44%
AP
49
Advisors Preferred
Maryland
$13.1M +$13.1M +578,480 New
LFG
50
Larson Financial Group
Missouri
$12.4M -$1.55M -68,596 -11%