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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$8.6M -$949K -40,788 -10%
VFPW
77
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.54M -$25.4K -1,090 -0.3%
Morgan Stanley
78
Morgan Stanley
New York
$8.45M +$442K +18,976 +5%
AWS
79
Atria Wealth Solutions
New York
$8.12M +$221K +9,484 +3%
NRI
80
NFP Retirement Inc
California
$8M +$2M +85,812 +33%
LPAM
81
Lodestar Private Asset Management
California
$7.96M -$195K -8,396 -2%
BPA
82
Beacon Pointe Advisors
California
$7.95M -$4.91M -210,882 -38%
WP
83
WealthShield Partners
North Carolina
$7.8M +$179K +7,702 +2%
T
84
TNF
Montana
$7.78M -$49K -2,108 -0.6%
NIC
85
Northwest Investment Counselors
Oregon
$7.2M -$50.1K -2,152 -0.7%
NFG
86
Northeast Financial Group
Pennsylvania
$7.19M -$1.17M -50,364 -14%
CWM
87
Curi Wealth Management
North Carolina
$6.71M +$897K +38,544 +15%
SAG
88
SageView Advisory Group
California
$6.61M +$1.95M +83,916 +41%
T
89
TCWP
Ohio
$6.56M +$226K +9,696 +4%
CNWM
90
Clay Northam Wealth Management
California
$6.54M -$343K -14,748 -5%
SFS
91
Security Financial Services
Indiana
$6.53M +$276K +11,868 +4%
MAM
92
Marotta Asset Management
Virginia
$6.28M +$6.33M +272,036 New
SWM
93
SigFig Wealth Management
California
$6.1M -$37.5K -1,610 -0.6%
FF
94
Friedenthal Financial
New Jersey
$6M -$364K -15,638 -6%
KF
95
Krilogy Financial
Missouri
$5.98M -$786K -33,764 -12%
CC
96
Callan Capital
California
$5.98M -$566K -24,324 -9%
KFS
97
Kaizen Financial Strategies
California
$5.7M +$290K +12,470 +5%
RWM
98
Reston Wealth Management
Virginia
$5.55M +$109K +4,706 +2%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$5.54M +$5.6M +240,728 New
SFG
100
SNS Financial Group
Minnesota
$5.53M +$812K +34,900 +17%