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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
51
Moneta Group Investment Advisors
Missouri
$10.7M +$1.43M +63,052 +15%
KL
52
KilterHowling LLC
Colorado
$10.6M +$288K +12,690 +3%
PWM
53
Pinnacle Wealth Management
California
$10.3M +$9.94M +438,668 +1,573%
LIM
54
Leavell Investment Management
Alabama
$10.2M -$60K -2,648 -0.6%
BDFN
55
Bond & Devick Financial Network
Minnesota
$10M -$115K -5,084 -1%
JFG
56
JMG Financial Group
Illinois
$9.78M -$827K -36,512 -8%
FCH
57
Freestone Capital Holdings
Washington
$9.71M -$424K -18,696 -4%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$9.66M -$272K -11,984 -3%
JJBC
59
James J. Burns & Company
New York
$9.24M +$294K +12,970 +3%
FFN
60
Focus Financial Network
Minnesota
$9.22M +$202K +8,904 +2%
M
61
MYeCFO
California
$9.16M +$867K +38,256 +10%
MA
62
Mutual Advisors
Nebraska
$9.05M -$733K -32,328 -7%
LPL Financial
63
LPL Financial
California
$8.87M -$25.1K -1,108 -0.3%
DWP
64
Daymark Wealth Partners
Ohio
$8.82M -$4.07M -179,590 -31%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$8.69M +$417K +18,382 +5%
UBS Group
66
UBS Group
Switzerland
$8.68M +$3.85M +169,672 +76%
AWM
67
AE Wealth Management
Kansas
$8.67M +$446K +19,662 +5%
VFPW
68
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.62M +$449K +19,822 +5%
WWG
69
West Wealth Group
California
$8.25M -$1.19M -52,440 -12%
C1AG
70
Client 1st Advisory Group
Florida
$8.15M -$1.45M -63,772 -15%
BPA
71
Beacon Pointe Advisors
California
$7.82M +$209K +9,214 +3%
RPGK
72
Retirement Planning Group (Kansas)
Kansas
$7.78M +$3.86M +170,400 +94%
AWS
73
Atria Wealth Solutions
New York
$7.37M -$421K -18,592 -5%
NIC
74
Northwest Investment Counselors
Oregon
$7.07M +$175K +7,728 +2%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$7.06M +$1.78M +78,416 +33%