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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZRP
26
Zynergy Retirement Planning
New Jersey
$26.7M -$13M -562,226 -50%
TWM
27
TSA Wealth Management
Texas
$26.3M -$1.36M -58,831 -5%
TCM
28
TruNorth Capital Management
Michigan
$25.9M -$4.79M -207,492 -15%
KL
29
KilterHowling LLC
Colorado
$25.9M +$7.96M +344,370 +43%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$24.7M -$22.1M -958,654 -47%
FCA
31
FLC Capital Advisors
California
$24.5M +$936K +40,510 +4%
TCM
32
Towercrest Capital Management
Pennsylvania
$24.3M -$743K -32,157 -3%
AWMG
33
Alliance Wealth Management Group
New Jersey
$24.2M -$693K -29,983 -3%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.8M +$949K +41,071 +4%
MAG
35
Mokosak Advisory Group
Iowa
$22.7M +$551K +23,831 +2%
PAYA
36
Phil A. Younker & Associates
Alaska
$22.3M +$22.7M +983,037 New
SA
37
Sanctuary Advisors
Indiana
$22.1M -$18.6M -804,943 -45%
IA
38
Integrity Alliance
Iowa
$21.8M +$22.2M +960,278 New
PSA
39
Plum Street Advisors
Louisiana
$21.5M +$2.23M +96,659 +11%
AAS
40
Avantax Advisory Services
Texas
$20.5M +$4.41M +190,946 +27%
OWA
41
One Wealth Advisors
California
$18.2M +$1.21M +52,445 +7%
TC
42
Tenret Company
Florida
$17.9M +$279K +12,081 +2%
UCFA
43
United Capital Financial Advisors
Texas
$17.9M +$706K +30,578 +4%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$17.8M +$3.23M +139,890 +22%
RWP
45
Revolve Wealth Partners
New Jersey
$16.7M +$1.14M +49,503 +7%
CIAS
46
CFS Investment Advisory Services
New Jersey
$15.9M +$859K +37,163 +6%
JJBC
47
James J. Burns & Company
New York
$15.1M +$2.63M +113,935 +21%
CWM
48
Congress Wealth Management
Massachusetts
$14.7M +$138K +5,991 +0.9%
MA
49
Mutual Advisors
Nebraska
$14.4M -$15M -650,725 -51%
AAS
50
Asset Allocation Strategies
Michigan
$14.2M +$8.48M +367,101 +143%