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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Planning Alternatives
Michigan
$13.1M -$1.7M -61,048 -12%
HFP
52
Holistic Financial Partners
Indiana
$13.1M +$3.13M +112,676 +32%
PIMG
53
Patriot Investment Management Group
Tennessee
$12.9M +$484K +17,392 +4%
FF
54
Friedenthal Financial
New Jersey
$11.9M +$13K +466 +0.1%
MA
55
MUFG Americas
New York
$11.7M +$779 +28 New
NDSI
56
Newman Dignan & Sheerar Inc
Rhode Island
$11.4M +$85.9K +3,088 +0.8%
MCCP
57
Mission Creek Capital Partners
California
$11.3M -$89.1K -3,204 -0.8%
AA
58
Alesco Advisors
New York
$11.1M +$269K +9,676 +3%
RPGK
59
Retirement Planning Group (Kansas)
Kansas
$10.8M +$601K +21,618 +6%
LPL Financial
60
LPL Financial
California
$10.6M +$472K +16,972 +5%
CCA
61
Clearwater Capital Advisors
Illinois
$10.5M +$4.02M +144,528 +63%
PAG
62
Pinnacle Advisory Group
Maryland
$9.95M +$682K +24,528 +7%
BL
63
BFSG LLC
California
$9.74M -$501K -18,012 -5%
TC
64
TAP Consulting
Missouri
$9.29M +$5.82M +209,282 +173%
UWM
65
USAdvisors Wealth Management
Minnesota
$9.24M +$1.52M +54,648 +20%
OWM
66
Opes Wealth Management
California
$9.2M -$3.85M -138,238 -30%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$8.53M +$880K +31,646 +12%
TF
68
TimeScale Financial
Massachusetts
$8.37M -$45.9M -1,651,128 -85%
BIA
69
Bigelow Investment Advisors
Maine
$8.32M +$2.17M +78,006 +36%
CCA
70
Cobblestone Capital Advisors
New York
$8.32M -$373K -13,418 -4%
EK
71
Evensky & Katz
Florida
$8.27M +$39.7K +1,428 +0.5%
OFG
72
Omega Financial Group
California
$8.12M -$249K -8,950 -3%
FWP
73
FAS Wealth Partners
Kansas
$8.1M +$368K +13,218 +5%
MWM
74
MorganRosel Wealth Management
Colorado
$7.83M +$1.27M +45,576 +20%
SBL
75
Sargent Bickham Lagudis
Colorado
$7.68M -$2.96M -106,306 -28%