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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
51
Retirement Planning Group (Kansas)
Kansas
$14.5M +$822K +30,390 +6%
CIAS
52
CFS Investment Advisory Services
New Jersey
$14.4M +$14.7M +544,824 New
AWC
53
Adamsbrown Wealth Consultants
Kansas
$14M +$14M +517,938 New
TC
54
Tenret Company
Florida
$13.9M +$356K +13,168 +3%
BSB
55
Bangor Savings Bank
Maine
$13.6M -$1.3M -48,178 -9%
FWP
56
FAS Wealth Partners
Kansas
$13.1M -$655K -24,230 -5%
HFP
57
Holistic Financial Partners
Indiana
$11.3M +$42.6K +1,576 +0.4%
Morgan Stanley
58
Morgan Stanley
New York
$11.1M +$5.88M +217,600 +113%
PMG
59
ProVise Management Group
Florida
$10.9M -$152K -5,608 -1%
GCM
60
G2 Capital Management
Ohio
$10.8M +$10.8M +400,794 New
FF
61
Friedenthal Financial
New Jersey
$10.8M +$122K +4,520 +1%
CHA
62
Cooper/Haims Advisors
New York
$10.6M -$373K -13,796 -3%
MCCP
63
Mission Creek Capital Partners
California
$10.5M -$42.4K -1,568 -0.4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$10.4M +$201K +7,442 +2%
MGIA
65
Moneta Group Investment Advisors
Missouri
$10.1M +$1.12M +41,404 +12%
MAM
66
Marotta Asset Management
Virginia
$9.62M -$200K -7,400 -2%
BIA
67
Bigelow Investment Advisors
Maine
$9.52M -$213K -7,888 -2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$9.42M +$601K +22,236 +7%
PAG
69
Powers Advisory Group
Illinois
$9.04M +$9.07M +335,576 New
PA
70
Procyon Advisors
Connecticut
$8.68M +$730K +26,986 +9%
SPA
71
Sentinel Pension Advisors
Massachusetts
$8.27M -$102K -3,790 -1%
MA
72
Mutual Advisors
Nebraska
$8.14M +$93.3K +3,450 +1%
DBRC
73
D.B. Root & Company
Pennsylvania
$7.96M -$9.53M -352,644 -54%
RWM
74
Reston Wealth Management
Virginia
$7.84M +$461K +17,044 +6%
LA
75
LVW Advisors
New York
$7.81M -$91.3K -3,376 -1%