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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
51
Revolve Wealth Partners
New Jersey
$17.7M +$658K +28,333 +4%
BDFN
52
Bond & Devick Financial Network
Minnesota
$17.5M +$1.86M +79,981 +12%
MGIA
53
Moneta Group Investment Advisors
Missouri
$16.5M +$2.64M +113,578 +19%
Raymond James Financial
54
Raymond James Financial
Florida
$16.5M -$3.78M -162,838 -19%
CIAS
55
CFS Investment Advisory Services
New Jersey
$16.3M +$188K +8,106 +1%
RWM
56
Revisor Wealth Management
Ohio
$16.3M +$615K +26,471 +4%
UBS Group
57
UBS Group
Switzerland
$16.2M -$15.4M -660,972 -49%
MA
58
Mutual Advisors
Nebraska
$16.2M +$840K +36,158 +6%
JJBC
59
James J. Burns & Company
New York
$15.5M +$286K +12,303 +2%
CMA
60
Cedar Mountain Advisors
Oregon
$15.2M +$526K +22,623 +4%
Cerity Partners
61
Cerity Partners
New York
$14.8M +$1.06M +45,436 +8%
UCFA
62
United Capital Financial Advisors
Texas
$14.6M -$458K -19,694 -3%
CM
63
Columbus Macro
Pennsylvania
$13.9M +$222K +9,571 +2%
CKAIS
64
Christensen King & Associates Investment Services
Washington
$12M +$312K +13,450 +3%
CWA
65
Clearview Wealth Advisors
Oregon
$11.7M +$425K +18,289 +4%
M
66
MYeCFO
California
$11.6M +$290K +12,476 +3%
CWS
67
Cypress Wealth Services
California
$11.6M -$587K -25,282 -5%
KV
68
Kickstand Ventures
New York
$11.5M +$550K +23,665 +5%
GSF
69
Grove Street Fiduciary
New Hampshire
$11M -$27.1K -1,166 -0.2%
SFS
70
Summit Financial Strategies
Ohio
$10.9M -$313K -13,464 -3%
AA
71
Apriem Advisors
California
$10.8M +$64.9K +2,795 +0.6%
MFA
72
Mayflower Financial Advisors
Massachusetts
$10.6M +$528K +22,729 +5%
SC
73
Savant Capital
Illinois
$10.6M -$236K -10,142 -2%
Creative Planning
74
Creative Planning
Kansas
$10.1M +$11.7K +505 +0.1%
SWM
75
SigFig Wealth Management
California
$9.99M -$350K -15,060 -3%