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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
76
Tempus Wealth Planning
California
$11.4M +$1.26M +54,628 +12%
SWM
77
SigFig Wealth Management
California
$11.2M +$332K +14,349 +3%
SEIA
78
Signature Estate & Investment Advisors
California
$10.9M +$1.32M +56,900 +14%
SFS
79
Security Financial Services
Indiana
$10.8M +$1.55M +66,880 +17%
GSF
80
Grove Street Fiduciary
New Hampshire
$10.7M -$57.8K -2,498 -0.5%
BPA
81
Beacon Pointe Advisors
California
$10.6M +$372K +16,060 +4%
RWM
82
Reston Wealth Management
Virginia
$10.5M +$760K +32,851 +8%
AA
83
Apriem Advisors
California
$10M -$49.3K -2,131 -0.5%
AWM
84
AE Wealth Management
Kansas
$9.94M +$1.16M +50,227 +13%
IA
85
IFP Advisors
Florida
$9.94M +$1.7M +73,597 +21%
CFGSD
86
Compass Financial Group (South Dakota)
South Dakota
$9.9M +$3.24M +140,152 +49%
PFM
87
Peak Financial Management
Massachusetts
$9.8M +$701K +30,286 +8%
ATPW
88
Ashton Thomas Private Wealth
Arizona
$9.28M +$476K +20,565 +5%
DF
89
Daviman Financial
Indiana
$9.24M +$49.5K +2,137 +0.5%
IWC
90
Integrated Wealth Concepts
Massachusetts
$9.16M +$1.78M +76,887 +24%
KV
91
Kickstand Ventures
New York
$9.16M -$316K -13,642 -3%
UFA
92
Unify Financial Advisors
Florida
$8.89M +$263K +11,363 +3%
Citadel Advisors
93
Citadel Advisors
Florida
$8.88M +$6.4M +276,526 +258%
LIM
94
Lathrop Investment Management
Arkansas
$8.78M +$225K +9,744 +3%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$8.75M +$1.52M +65,736 +21%
Jane Street
96
Jane Street
New York
$8.68M +$8.68M +375,297 New
ACA
97
Affinity Capital Advisors
California
$8.53M -$718K -31,015 -8%
C1AG
98
Client 1st Advisory Group
Florida
$8.44M +$324K +13,999 +4%
MCM
99
MAI Capital Management
Ohio
$8.26M +$489K +21,133 +6%
CFD
100
Creative Financial Designs
Indiana
$8.05M +$364K +15,751 +5%