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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
76
Lodestar Private Asset Management
California
$8.28M +$3.76M +161,520 +84%
Morgan Stanley
77
Morgan Stanley
New York
$8.15M -$5.88M -252,712 -42%
AWS
78
Atria Wealth Solutions
New York
$8.03M +$25.9K +1,112 +0.3%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$8.03M -$3.9M -167,812 -33%
T
80
TNF
Montana
$7.98M +$1.38M +59,140 +21%
WP
81
WealthShield Partners
North Carolina
$7.75M +$740K +31,808 +11%
CSIA
82
Charles Schwab Investment Advisory
California
$7.64M -$71.7K -3,082 -0.9%
CWM
83
Cedar Wealth Management
California
$7.53M +$7.47M +321,032 New
NIC
84
Northwest Investment Counselors
Oregon
$7.36M +$118K +5,072 +2%
CNWM
85
Clay Northam Wealth Management
California
$6.99M -$56.6K -2,432 -0.8%
KF
86
Krilogy Financial
Missouri
$6.87M -$31M -1,332,180 -82%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$6.86M +$6.8M +292,340 New
CC
88
Callan Capital
California
$6.64M +$261K +11,228 +4%
FF
89
Friedenthal Financial
New Jersey
$6.47M +$556K +23,910 +9%
MOS
90
MGO One Seven
Ohio
$6.44M +$6.39M +274,476 New
T
91
TCWP
Ohio
$6.44M -$1.02M -43,756 -14%
SFS
92
Security Financial Services
Indiana
$6.36M +$962K +41,330 +18%
NRI
93
NFP Retirement Inc
California
$6.12M -$727K -31,230 -11%
SWM
94
SigFig Wealth Management
California
$6.09M -$167K -7,170 -3%
CWM
95
Curi Wealth Management
North Carolina
$5.91M +$830K +35,682 +16%
MFA
96
Mayflower Financial Advisors
Massachusetts
$5.84M +$2.42M +103,916 +72%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$5.76M -$523K -22,460 -8%
MCCP
98
Mission Creek Capital Partners
California
$5.75M -$1.68M -72,152 -23%
RWM
99
Reston Wealth Management
Virginia
$5.53M -$67.2K -2,890 -1%
KFS
100
Kaizen Financial Strategies
California
$5.51M +$3.67M +157,872 +204%