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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
51
Pioneer Wealth Management Group
Texas
$13M -$570K -24,512 -4%
BPA
52
Beacon Pointe Advisors
California
$13M +$3.67M +157,544 +40%
FANJ
53
Financial Architects (New Jersey)
New Jersey
$12.8M +$200K +8,576 +2%
JFG
54
JMG Financial Group
Illinois
$12.6M -$836K -35,940 -6%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$12.5M -$1.55M -66,630 -11%
RJA
56
Raymond James & Associates
Florida
$12.2M +$10.4M +447,908 +616%
Creative Planning
57
Creative Planning
Kansas
$12M -$1.27M -54,734 -10%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$12M +$5.87M +252,430 +98%
FRA
59
FFG Retirement Advisors
Colorado
$11.7M +$5.18M +222,578 +81%
LIM
60
Leavell Investment Management
Alabama
$11.1M -$204K -8,756 -2%
FCH
61
Freestone Capital Holdings
Washington
$11.1M -$514K -22,110 -4%
C1AG
62
Client 1st Advisory Group
Florida
$10.4M +$1.81M +77,692 +21%
MA
63
Mutual Advisors
Nebraska
$10.2M +$524K +22,516 +5%
PIMG
64
Patriot Investment Management Group
Tennessee
$10.2M +$111K +4,756 +1%
WWG
65
West Wealth Group
California
$10.1M +$2.65M +114,088 +36%
LPL Financial
66
LPL Financial
California
$10M +$624K +26,814 +7%
BDFN
67
Bond & Devick Financial Network
Minnesota
$10M +$1.34M +57,594 +16%
AWM
68
AE Wealth Management
Kansas
$9.69M +$4.24M +182,182 +79%
JJBC
69
James J. Burns & Company
New York
$9.49M +$2.81M +120,860 +43%
MGIA
70
Moneta Group Investment Advisors
Missouri
$9.43M +$662K +28,462 +8%
FFN
71
Focus Financial Network
Minnesota
$9.38M +$9.3M +399,850 New
RWP
72
Revolve Wealth Partners
New Jersey
$8.98M +$783K +33,672 +10%
VFPW
73
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.7M +$8.63M +371,010 New
NFG
74
Northeast Financial Group
Pennsylvania
$8.55M +$264K +11,350 +3%
M
75
MYeCFO
California
$8.29M -$2.25M -96,592 -21%