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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waterford Advisors
New York
$10.9M +$13.8K +602 +0.1%
CM
52
Columbus Macro
Pennsylvania
$10.6M -$1.17M -50,690 -10%
AAS
53
Avantax Advisory Services
Texas
$10.5M +$1.52M +66,094 +17%
AA
54
Apriem Advisors
California
$10.5M +$10.1M +440,046 +2,886%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$10.4M +$1.04M +45,248 +11%
M
56
MYeCFO
California
$10.3M +$67.7K +2,946 +0.7%
CA
57
Cetera Advisors
Colorado
$10.1M +$8.62M +374,962 +572%
JFG
58
JMG Financial Group
Illinois
$9.96M -$92.8K -4,038 -0.9%
LIM
59
Leavell Investment Management
Alabama
$9.91M -$50.4K -2,192 -0.5%
BTI
60
Blue Trust Inc
Georgia
$9.9M +$3.89M +169,206 +65%
PWM
61
Pinnacle Wealth Management
California
$9.79M -$475K -20,674 -5%
LPL Financial
62
LPL Financial
California
$9.68M -$274K -11,926 -3%
VFPW
63
Vantage Financial Partners (Wisconsin)
Wisconsin
$9.55M +$107K +4,650 +1%
KV
64
Kickstand Ventures
New York
$9.39M +$255K +11,110 +3%
CWS
65
Cypress Wealth Services
California
$9.36M +$1.26M +54,990 +16%
IWC
66
Integrated Wealth Concepts
Massachusetts
$9.27M +$749K +32,582 +9%
JJBC
67
James J. Burns & Company
New York
$9.13M -$3.8M -165,416 -29%
Creative Planning
68
Creative Planning
Kansas
$9.1M -$814K -35,410 -8%
WP
69
WealthShield Partners
North Carolina
$9.02M +$3.51M +152,536 +64%
Osaic Holdings
70
Osaic Holdings
Arizona
$8.98M -$5.49M -238,640 -38%
BBWP
71
Beacon Bridge Wealth Partners
Pennsylvania
$8.81M +$137K +5,946 +2%
WA
72
Waverly Advisors
Alabama
$8.76M +$5.25M +228,440 +150%
FCH
73
Freestone Capital Holdings
Washington
$8.72M -$760K -33,050 -8%
OMC
74
Old Mission Capital
Illinois
$8.57M +$8.57M +372,660 New
MWM
75
MorganRosel Wealth Management
Colorado
$8.54M -$5.02M -218,536 -37%