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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FF
51
Friedenthal Financial
New Jersey
$12.3M +$285K +10,646 +2%
MAG
52
Mokosak Advisory Group
Iowa
$12.3M +$715K +26,690 +6%
IAA
53
Independent Advisor Alliance
North Carolina
$12M +$12.1M +450,222 New
AWS
54
AJ Wealth Strategies
New York
$11.8M -$344K -12,822 -3%
PIMG
55
Patriot Investment Management Group
Tennessee
$11.7M -$450K -16,804 -4%
DBRC
56
D.B. Root & Company
Pennsylvania
$10.7M +$1.38M +51,382 +15%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$10.5M +$1.18M +43,856 +13%
NDSI
58
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M +$401K +14,976 +4%
UWM
59
USAdvisors Wealth Management
Minnesota
$10.3M +$1.07M +39,808 +12%
BL
60
BFSG LLC
California
$10.1M +$2.2M +82,098 +28%
VWA
61
VERITY Wealth Advisors
United States
$10M +$253K +9,428 +3%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$9.87M +$701K +26,154 +8%
CCA
63
Cobblestone Capital Advisors
New York
$9.59M -$306K -11,434 -3%
EK
64
Evensky & Katz
Florida
$8.74M -$312K -11,648 -3%
LPL Financial
65
LPL Financial
California
$8.69M +$277K +10,322 +3%
PAG
66
Pinnacle Advisory Group
Maryland
$8.54M +$1.19M +44,272 +16%
OFG
67
Omega Financial Group
California
$8.12M +$216K +8,078 +3%
AWM
68
Argent Wealth Management
Massachusetts
$7.96M +$7.98M +297,770 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$7.45M +$496K +18,506 +7%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$7.32M -$532K -19,836 -7%
FWP
71
FAS Wealth Partners
Kansas
$7.07M +$221K +8,248 +3%
JFG
72
JMG Financial Group
Illinois
$7.03M -$32.5K -1,212 -0.5%
SBL
73
Sargent Bickham Lagudis
Colorado
$6.83M -$3.37M -125,684 -33%
RC
74
Roundview Capital
New Jersey
$6.69M +$256K +9,570 +4%
BIA
75
Bigelow Investment Advisors
Maine
$6.25M -$11.3K -420 -0.2%