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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
51
Members Advisory Group
New York
$12.7M -$201K -8,994 -2%
RWP
52
Revolve Wealth Partners
New Jersey
$12.7M +$1.29M +57,540 +12%
CM
53
Columbus Macro
Pennsylvania
$11.9M +$11.4M +511,182 New
MGIA
54
Moneta Group Investment Advisors
Missouri
$11.8M +$468K +20,934 +4%
CKAIS
55
Christensen King & Associates Investment Services
Washington
$11.6M +$11.2M +498,638 New
KOC
56
Koss-Olinger Consulting
Florida
$11.6M +$11.1M +497,810 New
WA
57
Waterford Advisors
New York
$11M -$5M -223,606 -32%
BDFN
58
Bond & Devick Financial Network
Minnesota
$10.9M +$374K +16,714 +4%
PWM
59
Pinnacle Wealth Management
California
$10.4M -$450K -20,098 -4%
MA
60
Mutual Advisors
Nebraska
$10.3M +$766K +34,220 +8%
M
61
MYeCFO
California
$10.3M +$641K +28,646 +7%
JFG
62
JMG Financial Group
Illinois
$10.2M -$113K -5,038 -1%
LIM
63
Leavell Investment Management
Alabama
$10.1M -$614K -27,454 -6%
LPL Financial
64
LPL Financial
California
$10.1M +$712K +31,824 +8%
Creative Planning
65
Creative Planning
Kansas
$10M -$2.96M -132,120 -23%
FCH
66
Freestone Capital Holdings
Washington
$9.6M -$607K -27,148 -6%
VFPW
67
Vantage Financial Partners (Wisconsin)
Wisconsin
$9.57M +$464K +20,748 +5%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$9.5M +$325K +14,548 +4%
KV
69
Kickstand Ventures
New York
$9.26M +$2.74M +122,376 +45%
AAS
70
Avantax Advisory Services
Texas
$9.09M +$7.7M +344,216 +751%
BBWP
71
Beacon Bridge Wealth Partners
Pennsylvania
$8.79M +$1.72M +76,830 +26%
IWC
72
Integrated Wealth Concepts
Massachusetts
$8.63M +$3.17M +141,722 +62%
CWS
73
Cypress Wealth Services
California
$8.2M +$2.73M +121,900 +53%
SDWMA
74
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.13M +$3.13M +139,762 +67%
WWG
75
West Wealth Group
California
$7.84M -$821K -36,714 -10%