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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
76
Wealthspire Advisors (New York)
New York
$7.74M -$841K -31,104 -10%
NIC
77
Northwest Investment Counselors
Oregon
$7.53M +$546K +20,202 +8%
NDSI
78
Newman Dignan & Sheerar Inc
Rhode Island
$7.29M -$1.75M -64,702 -19%
MA
79
Modus Advisors
Minnesota
$7.25M -$300K -11,084 -4%
GC
80
Guggenheim Capital
Illinois
$7.13M
RC
81
Roundview Capital
New Jersey
$6.85M +$9.08K +336 +0.1%
VWA
82
VERITY Wealth Advisors
United States
$6.8M +$522K +19,294 +8%
BPA
83
Beacon Pointe Advisors
California
$6.72M -$295K -10,922 -4%
SFS
84
Summit Financial Strategies
Ohio
$6.53M +$133K +4,914 +2%
CFMC
85
Curbstone Financial Management Corp
New Hampshire
$6.41M +$108K +4,000 +2%
BC
86
Bartlett & Co
Ohio
$6.38M -$11.9K -442 -0.2%
BCWM
87
Bartlett & Co Wealth Management
Ohio
$6.38M -$11.9K -442 -0.2%
RDIA
88
RE Dickinson Investment Advisors
Iowa
$6.29M +$6.31M +233,456 New
EK
89
Evensky & Katz
Florida
$6.22M +$380K +14,062 +6%
UBS Group
90
UBS Group
Switzerland
$6.12M +$156K +5,778 +3%
WAM
91
Wakefield Asset Management
Colorado
$6.1M +$27.7K +1,024 +0.5%
SWM
92
SigFig Wealth Management
California
$6.08M +$101K +3,718 +2%
VWA
93
Visionary Wealth Advisors
Illinois
$6.05M +$6.07M +224,466 New
RWP
94
Revolve Wealth Partners
New Jersey
$5.86M +$5.88M +217,550 New
BDFN
95
Bond & Devick Financial Network
Minnesota
$5.83M +$181K +6,682 +3%
SFA
96
Souders Financial Advisors
Ohio
$5.81M +$608K +22,504 +12%
PS
97
Portfolio Solutions
Michigan
$5.69M +$269K +9,934 +5%
CNWM
98
Clay Northam Wealth Management
California
$5.69M +$5.71M +211,110 New
OFG
99
Omega Financial Group
California
$5.67M -$1.44M -53,236 -20%
ES
100
ETF Store
Kansas
$5.67M +$5.95M +219,940 New