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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
$19.2M +$1.8M +76,480 +10%
OWA
52
One Wealth Advisors
California
$18.6M -$189K -8,057 -1%
RWP
53
Revolve Wealth Partners
New Jersey
$18.5M +$857K +36,480 +5%
MGIA
54
Moneta Group Investment Advisors
Missouri
$18.3M +$1.83M +77,907 +11%
PGFG
55
Pine Grove Financial Group
Minnesota
$17.4M +$17.5M +743,324 New
RWM
56
Revisor Wealth Management
Ohio
$17.3M +$1.07M +45,769 +7%
Raymond James Financial
57
Raymond James Financial
Florida
$16.2M -$237K -10,075 -1%
MA
58
Mutual Advisors
Nebraska
$16.1M +$175K +7,441 +1%
UBS Group
59
UBS Group
Switzerland
$15.8M -$381K -16,210 -2%
JJBC
60
James J. Burns & Company
New York
$15.7M +$220K +9,350 +1%
PPF
61
Pacific Park Financial
California
$15M +$15M +640,008 New
CIAS
62
CFS Investment Advisory Services
New Jersey
$14.8M -$1.3M -55,569 -8%
AG
63
Ascent Group
Virginia
$14.7M +$6.87M +292,644 +87%
CMA
64
Cedar Mountain Advisors
Oregon
$14.7M -$425K -18,109 -3%
Cerity Partners
65
Cerity Partners
New York
$14.5M -$162K -6,897 -1%
CM
66
Columbus Macro
Pennsylvania
$14M +$104K +4,444 +0.7%
AFA
67
Amicus Financial Advisors
Texas
$13.4M +$13.5M +574,351 New
AFP
68
Arnold Financial Planning
Iowa
$13.2M +$13.2M +564,204 New
UCFA
69
United Capital Financial Advisors
Texas
$13.2M -$1.35M -57,391 -9%
CWMS
70
CFG Wealth Management Services
Indiana
$13.1M +$13.1M +558,657 New
CWS
71
Cypress Wealth Services
California
$12.8M +$1.33M +56,714 +12%
CKAIS
72
Christensen King & Associates Investment Services
Washington
$12.4M +$452K +19,262 +4%
EWA
73
EP Wealth Advisors
California
$12.2M +$12.3M +523,420 New
M
74
MYeCFO
California
$12M +$419K +17,847 +4%
CWA
75
Clearview Wealth Advisors
Oregon
$11.8M +$192K +8,189 +2%