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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
76
Blue Trust Inc
Georgia
$6.74M -$1.87M -82,570 -22%
BBWP
77
Beacon Bridge Wealth Partners
Pennsylvania
$6.64M +$6.8M +300,086 New
KFS
78
Kaizen Financial Strategies
California
$6.46M +$1.01M +44,664 +18%
T
79
TNF
Montana
$6.29M -$1.02M -45,160 -13%
CWM
80
Curi Wealth Management
North Carolina
$6.24M -$188K -8,304 -3%
MAM
81
Marotta Asset Management
Virginia
$6.19M +$178K +7,864 +3%
CNWM
82
Clay Northam Wealth Management
California
$6.19M -$82.8K -3,652 -1%
KV
83
Kickstand Ventures
New York
$6.07M +$6.23M +274,690 New
WP
84
WealthShield Partners
North Carolina
$6.04M -$1.47M -64,922 -19%
CC
85
Callan Capital
California
$5.86M +$138K +6,104 +2%
OMC
86
Old Mission Capital
Illinois
$5.79M +$5.94M +261,990 New
RWM
87
Reston Wealth Management
Virginia
$5.78M +$473K +20,872 +9%
SFS
88
Security Financial Services
Indiana
$5.76M -$511K -22,546 -8%
ISWM
89
Independent Solutions Wealth Management
New York
$5.7M +$1.06M +46,604 +22%
SWM
90
SigFig Wealth Management
California
$5.7M -$43.1K -1,900 -0.7%
WAM
91
Wakefield Asset Management
Colorado
$5.59M +$358K +15,798 +7%
Morgan Stanley
92
Morgan Stanley
New York
$5.57M -$2.6M -114,594 -31%
HI
93
Harbour Investments
Wisconsin
$5.45M +$217K +9,570 +4%
KF
94
Krilogy Financial
Missouri
$5.38M -$355K -15,680 -6%
FF
95
Friedenthal Financial
New Jersey
$5.24M -$524K -23,142 -9%
SFG
96
SNS Financial Group
Minnesota
$5.21M -$96.9K -4,276 -2%
NSG
97
Nalls Sherbakoff Group
Tennessee
$5.16M +$121K +5,342 +2%
PIMG
98
Patriot Investment Management Group
Tennessee
$5.15M -$4.07M -179,614 -44%
NRI
99
NFP Retirement Inc
California
$5.13M -$2.6M -114,938 -33%
CWS
100
Cypress Wealth Services
California
$5.08M +$365K +16,124 +8%