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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Towercrest Capital Management
Pennsylvania
$26.2M +$394K +16,834 +2%
AWMG
27
Alliance Wealth Management Group
New Jersey
$26.1M +$394K +16,834 +2%
PWMG
28
Pioneer Wealth Management Group
Texas
$26M +$10M +428,628 +65%
Morgan Stanley
29
Morgan Stanley
New York
$25.7M +$875K +37,362 +4%
APW
30
Austin Private Wealth
Texas
$25.4M +$1.3M +55,642 +5%
Bank of America
31
Bank of America
North Carolina
$24.8M +$680K +29,022 +3%
FCA
32
FLC Capital Advisors
California
$24.7M +$759K +32,406 +3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$24.3M +$23.9M +1,021,482 +100%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.9M -$272K -11,636 -1%
MAG
35
Mokosak Advisory Group
Iowa
$23.2M +$547K +23,370 +2%
BTI
36
Blue Trust Inc
Georgia
$20.6M +$11.1M +472,016 +110%
SA
37
Sanctuary Advisors
Indiana
$20.3M +$19.9M +851,780 +93%
PSA
38
Plum Street Advisors
Louisiana
$20.2M +$1.72M +73,578 +9%
KL
39
KilterHowling LLC
Colorado
$18.9M +$839K +35,852 +5%
TC
40
Tenret Company
Florida
$18.5M +$1.74M +74,404 +11%
UCFA
41
United Capital Financial Advisors
Texas
$18M -$329K -14,060 -2%
OWA
42
One Wealth Advisors
California
$17.8M +$17.5M +747,998 New
AAS
43
Avantax Advisory Services
Texas
$17M +$2.34M +99,768 +16%
RWP
44
Revolve Wealth Partners
New Jersey
$16.3M +$1.38M +58,794 +9%
SFS
45
Security Financial Services
Indiana
$15.9M +$8.03M +342,858 +105%
CIAS
46
CFS Investment Advisory Services
New Jersey
$15.8M -$70.6K -3,014 -0.5%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$15.8M -$36.8K -1,570 -0.2%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$15.4M +$2.92M +124,908 +24%
CWM
49
Congress Wealth Management
Massachusetts
$15.2M +$127K +5,408 +0.9%
MA
50
Mutual Advisors
Nebraska
$14.9M +$16.7M +713,180 +124%