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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
51
Financial Architects (New Jersey)
New Jersey
$12M +$970K +36,254 +9%
MAG
52
Mokosak Advisory Group
Iowa
$11.6M +$482K +18,012 +4%
BWM
53
BerganKDV Wealth Management
Minnesota
$11.4M -$98.2K -3,670 -0.9%
SBL
54
Sargent Bickham Lagudis
Colorado
$10.3M +$1.71M +63,836 +20%
Goldman Sachs
55
Goldman Sachs
New York
$10.1M -$3.41M -127,582 -25%
CCA
56
Cobblestone Capital Advisors
New York
$9.97M -$2.06M -77,024 -17%
HFP
57
Holistic Financial Partners
Indiana
$9.97M -$152K -5,674 -2%
NDSI
58
Newman Dignan & Sheerar Inc
Rhode Island
$9.94M +$321K +11,984 +3%
VWA
59
VERITY Wealth Advisors
United States
$9.84M -$113K -4,210 -1%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$9.42M +$930K +34,782 +11%
DBRC
61
D.B. Root & Company
Pennsylvania
$9.35M +$936K +35,008 +11%
UWM
62
USAdvisors Wealth Management
Minnesota
$9.26M -$884K -33,058 -9%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$9.24M +$8.78M +328,108 +2,176%
EK
64
Evensky & Katz
Florida
$9.13M +$321K +11,994 +4%
LPL Financial
65
LPL Financial
California
$8.48M +$265K +9,896 +3%
OFG
66
Omega Financial Group
California
$7.97M +$173K +6,460 +2%
BL
67
BFSG LLC
California
$7.96M +$6.01M +224,762 +317%
WCG
68
Wall Capital Group
Arizona
$7.9M +$3.72M +139,150 +90%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$7.9M +$359K +13,408 +5%
SBA
70
Secrest Blakey & Associates
North Carolina
$7.68M +$441K +16,496 +6%
PAG
71
Pinnacle Advisory Group
Maryland
$7.41M +$56.6K +2,116 +0.8%
AG
72
Advisor Group
Arizona
$7.12M +$740K +27,648 +12%
JFG
73
JMG Financial Group
Illinois
$7.12M -$58.3K -2,180 -0.8%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$7.01M +$305K +11,420 +5%
FWP
75
FAS Wealth Partners
Kansas
$6.91M -$74.5K -2,784 -1%