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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
51
Bond & Devick Financial Network
Minnesota
$15.5M +$599K +26,124 +4%
RWM
52
Revisor Wealth Management
Ohio
$15.4M +$2.85M +124,001 +23%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$15.4M +$1.3M +56,795 +9%
JJBC
54
James J. Burns & Company
New York
$15.1M -$224K -9,776 -1%
MA
55
Mutual Advisors
Nebraska
$14.9M +$127K +5,525 +0.9%
UCFA
56
United Capital Financial Advisors
Texas
$14.9M -$1.98M -86,204 -12%
CMA
57
Cedar Mountain Advisors
Oregon
$14.5M +$240K +10,463 +2%
ACM
58
AlphaStar Capital Management
North Carolina
$14M +$13.8M +602,232 New
CWM
59
Congress Wealth Management
Massachusetts
$13.9M -$402K -17,500 -3%
MGIA
60
Moneta Group Investment Advisors
Missouri
$13.7M +$858K +37,376 +7%
CM
61
Columbus Macro
Pennsylvania
$13.6M +$114K +4,950 +0.9%
Cerity Partners
62
Cerity Partners
New York
$13.6M -$220K -9,571 -2%
CWS
63
Cypress Wealth Services
California
$12M -$649K -28,283 -5%
CKAIS
64
Christensen King & Associates Investment Services
Washington
$11.6M +$69 +3 +0%
M
65
MYeCFO
California
$11.2M +$19.7K +860 +0.2%
CWA
66
Clearview Wealth Advisors
Oregon
$11.1M -$147K -6,395 -1%
SFS
67
Summit Financial Strategies
Ohio
$11.1M -$345K -15,035 -3%
GSF
68
Grove Street Fiduciary
New Hampshire
$10.9M -$90.3K -3,937 -0.8%
KV
69
Kickstand Ventures
New York
$10.8M -$1.12M -48,745 -9%
Osaic Holdings
70
Osaic Holdings
Arizona
$10.8M +$5.21M +226,935 +96%
SC
71
Savant Capital
Illinois
$10.8M +$3.22M +140,447 +43%
AA
72
Apriem Advisors
California
$10.6M +$32.6K +1,421 +0.3%
SWM
73
SigFig Wealth Management
California
$10.2M -$24.4K -1,065 -0.2%
MFA
74
Mayflower Financial Advisors
Massachusetts
$10M +$240K +10,478 +2%
Creative Planning
75
Creative Planning
Kansas
$9.98M +$557K +24,257 +6%