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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KL
26
KilterHowling LLC
Colorado
$28.7M +$762K +32,796 +3%
TF
27
Theory Financial
Colorado
$28.6M +$1.32M +56,617 +5%
TCM
28
TruNorth Capital Management
Michigan
$28.5M +$1.04M +44,672 +4%
PAYA
29
Phil A. Younker & Associates
Alaska
$28.3M +$8.26M +355,717 +42%
APW
30
Austin Private Wealth
Texas
$27.7M -$1.79M -77,038 -6%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$27.4M +$3.66M +157,531 +16%
MWM
32
Modern Wealth Management
Kansas
$27.1M +$26.8M +1,153,141 New
Bank of America
33
Bank of America
North Carolina
$26.7M -$129K -5,534 -0.5%
MAG
34
Mokosak Advisory Group
Iowa
$26.2M +$776K +33,420 +3%
AWMG
35
Alliance Wealth Management Group
New Jersey
$25M +$837K +36,009 +4%
TCM
36
Towercrest Capital Management
Pennsylvania
$25M +$837K +36,009 +4%
Osaic Holdings
37
Osaic Holdings
Arizona
$24.8M +$13.8M +595,533 +128%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.6M +$312K +13,444 +1%
Morgan Stanley
39
Morgan Stanley
New York
$23.5M -$301K -12,976 -1%
PSA
40
Plum Street Advisors
Louisiana
$23.3M +$1.47M +63,215 +7%
NP
41
NorthRock Partners
Minnesota
$22M +$21.7M +935,642 New
TWM
42
TSA Wealth Management
Texas
$21.7M -$1.23M -52,901 -5%
TC
43
Tenret Company
Florida
$20.8M +$293K +12,600 +1%
SA
44
Sanctuary Advisors
Indiana
$20.4M -$1.35M -58,109 -6%
LPL Financial
45
LPL Financial
California
$20.3M +$4.18M +180,090 +26%
AAS
46
Asset Allocation Strategies
Michigan
$19.7M +$1.86M +80,206 +11%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$19.5M -$3.65M -157,027 -16%
OWA
48
One Wealth Advisors
California
$18.9M +$1.43M +61,529 +8%
MYIA
49
Mount Yale Investment Advisors
Colorado
$18.2M +$18M +775,096 New
VAS
50
Vestmark Advisory Solutions
Massachusetts
$18.2M +$18M +775,096 New