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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
51
Mount Yale Investment Advisors
Colorado
$18.8M -$5.86M -253,238 -24%
VAS
52
Vestmark Advisory Solutions
Massachusetts
$18.6M -$5.94M -256,556 -24%
RWP
53
Revolve Wealth Partners
New Jersey
$17.5M +$404K +17,444 +2%
RWM
54
Revisor Wealth Management
Ohio
$16.8M -$1.65M -71,180 -9%
AFP
55
Arnold Financial Planning
Iowa
$15.9M +$1.11M +47,955 +8%
MA
56
Mutual Advisors
Nebraska
$15.8M -$92.7K -4,005 -0.6%
UBS Group
57
UBS Group
Switzerland
$15.5M +$1.21M +52,162 +8%
JJBC
58
James J. Burns & Company
New York
$15.4M +$65.1K +2,815 +0.4%
CWS
59
Cypress Wealth Services
California
$15.2M +$1.62M +70,206 +12%
PPF
60
Pacific Park Financial
California
$15.2M -$173K -7,496 -1%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$15.1M -$2.29M -98,931 -13%
CMA
62
Cedar Mountain Advisors
Oregon
$14.8M +$22.1K +955 +0.1%
AG
63
Ascent Group
Virginia
$14.7M -$843K -36,443 -5%
CM
64
Columbus Macro
Pennsylvania
$14.5M +$271K +11,690 +2%
Raymond James Financial
65
Raymond James Financial
Florida
$14.3M -$1.27M -54,837 -8%
CWMS
66
CFG Wealth Management Services
Indiana
$13.7M
AFA
67
Amicus Financial Advisors
Texas
$13.4M -$122K -5,291 -0.9%
M
68
MYeCFO
California
$13M +$838K +36,233 +7%
CKAIS
69
Christensen King & Associates Investment Services
Washington
$12.6M -$52.5K -2,268 -0.4%
UCFA
70
United Capital Financial Advisors
Texas
$12.5M -$995K -43,020 -7%
CIAS
71
CFS Investment Advisory Services
New Jersey
$12.4M -$1.4M -60,707 -10%
BFA
72
Ballast Financial Advisors
Pennsylvania
$12.1M +$1.32M +56,854 +12%
EWA
73
EP Wealth Advisors
California
$12M -$127K -5,498 -1%
MFA
74
Mayflower Financial Advisors
Massachusetts
$12M +$1.21M +52,094 +11%
TWP
75
Tempus Wealth Planning
California
$11.4M +$1.26M +54,628 +12%