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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
76
Clay Northam Wealth Management
California
$6.86M +$664K +29,172 +11%
WP
77
WealthShield Partners
North Carolina
$6.82M +$5.63M +247,500 +484%
NRI
78
NFP Retirement Inc
California
$6.67M -$12.2M -536,230 -65%
T
79
TNF
Montana
$6.54M +$1M +43,986 +19%
JJBC
80
James J. Burns & Company
New York
$6.48M +$319K +14,016 +5%
EFS
81
Econ Financial Services
Pennsylvania
$6.3M -$105K -4,634 -2%
FRA
82
FFG Retirement Advisors
Colorado
$6.29M +$6.27M +275,494 New
CC
83
Callan Capital
California
$6.21M +$4.04M +177,562 +188%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$6.12M +$411K +18,046 +7%
MAM
85
Marotta Asset Management
Virginia
$6.08M -$195K -8,574 -3%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$5.87M +$803K +35,290 +16%
FF
87
Friedenthal Financial
New Jersey
$5.75M -$261K -11,460 -4%
SDWMA
88
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.69M +$4.79M +210,264 +540%
SWM
89
SigFig Wealth Management
California
$5.64M +$350K +15,360 +6%
WI
90
WrapManager Inc
California
$5.63M +$5.62M +246,736 New
RWM
91
Reston Wealth Management
Virginia
$5.45M -$1.27M -55,722 -19%
RPGK
92
Retirement Planning Group (Kansas)
Kansas
$5.43M -$3.76M -165,084 -41%
IA
93
IFP Advisors
Florida
$5.37M +$104K +4,560 +2%
GC
94
Guggenheim Capital
Illinois
$5.36M -$201K -8,840 -4%
AWM
95
AE Wealth Management
Kansas
$5.28M -$145K -6,376 -3%
SFS
96
Security Financial Services
Indiana
$5.25M +$1.05M +46,316 +25%
UBS Group
97
UBS Group
Switzerland
$5.21M -$3.83M -168,156 -42%
WAM
98
Wakefield Asset Management
Colorado
$5.19M -$129K -5,654 -2%
SFA
99
Seneca Financial Advisors
New York
$5.15M +$4.41M +193,526 +605%
AA
100
AlphaQ Advisors
Florida
$5.04M +$5.02M +220,652 New