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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$12.9M -$6.18M -271,516 -32%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$12.2M +$102K +4,474 +0.8%
FWP
53
FAS Wealth Partners
Kansas
$11.7M +$2.1M +92,386 +22%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$11.6M +$7.04M +309,402 +154%
FCH
55
Freestone Capital Holdings
Washington
$11.3M +$9.9M +434,816 +716%
LIM
56
Leavell Investment Management
Alabama
$11M -$1.72M -75,646 -14%
OWA
57
One Wealth Advisors
California
$10.9M +$895K +39,326 +9%
M
58
MYeCFO
California
$10.3M +$10.2M +449,840 New
PIMG
59
Patriot Investment Management Group
Tennessee
$10.1M -$807K -35,462 -8%
MA
60
Mutual Advisors
Nebraska
$9.44M +$307K +13,490 +3%
LPL Financial
61
LPL Financial
California
$9.16M -$401K -17,610 -4%
BPA
62
Beacon Pointe Advisors
California
$9.08M -$477K -20,954 -5%
MGIA
63
Moneta Group Investment Advisors
Missouri
$8.81M -$1.41M -61,748 -14%
BTI
64
Blue Trust Inc
Georgia
$8.72M +$695K +30,536 +9%
BDFN
65
Bond & Devick Financial Network
Minnesota
$8.41M +$15.9K +700 +0.2%
C1AG
66
Client 1st Advisory Group
Florida
$8.31M +$258K +11,336 +3%
NFG
67
Northeast Financial Group
Pennsylvania
$8M -$9.66M -424,360 -55%
RWP
68
Revolve Wealth Partners
New Jersey
$7.97M +$1.99M +87,488 +33%
AWS
69
Atria Wealth Solutions
New York
$7.79M -$8.79K -386 -0.1%
CSIA
70
Charles Schwab Investment Advisory
California
$7.51M +$688K +30,214 +10%
KL
71
KilterHowling LLC
Colorado
$7.49M -$6.33M -278,122 -46%
T
72
TCWP
Ohio
$7.26M -$1.89M -83,062 -21%
MCCP
73
Mission Creek Capital Partners
California
$7.24M -$1.14M -50,144 -14%
WWG
74
West Wealth Group
California
$7.23M -$701K -30,770 -9%
NIC
75
Northwest Investment Counselors
Oregon
$7.05M +$123K +5,390 +2%