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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
76
Waycross Investment Management
Washington
$8.39M +$1.12M +48,654 +15%
EFG
77
Ethos Financial Group
Pennsylvania
$8.29M +$610K +26,532 +8%
UBS Group
78
UBS Group
Switzerland
$7.84M +$2.18M +94,608 +38%
NIC
79
Northwest Investment Counselors
Oregon
$7.75M +$388K +16,880 +5%
FFN
80
Focus Financial Network
Minnesota
$7.57M +$528K +22,956 +7%
RJA
81
Raymond James & Associates
Florida
$7.49M +$730K +31,728 +11%
CC
82
Callan Capital
California
$7.34M -$73.9K -3,214 -1%
BPA
83
Beacon Pointe Advisors
California
$7.23M +$185K +8,060 +3%
AWM
84
AE Wealth Management
Kansas
$7.23M +$942K +40,962 +15%
KFS
85
Kaizen Financial Strategies
California
$7.16M +$633K +27,548 +10%
SFS
86
Security Financial Services
Indiana
$7.08M +$1.93M +84,036 +38%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$6.87M -$344K -14,942 -5%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$6.85M -$13M -565,176 -65%
RSWM
89
Robertson Stephens Wealth Management
California
$6.82M +$829K +36,066 +14%
CNWM
90
Clay Northam Wealth Management
California
$6.78M +$333K +14,492 +5%
SDWMA
91
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.62M -$1.4M -60,864 -17%
CBFP
92
Cedar Brook Financial Partners
Ohio
$6.58M +$1.58M +68,756 +32%
ISWM
93
Independent Solutions Wealth Management
New York
$6.48M +$441K +19,162 +7%
AWS
94
Atria Wealth Solutions
New York
$6.46M -$622K -27,060 -9%
MFG
95
Merit Financial Group
Georgia
$6.45M +$1.87M +81,260 +40%
FTS
96
Fifth Third Securities
Ohio
$6.41M +$3.29M +143,290 +106%
DWP
97
Daymark Wealth Partners
Ohio
$6.4M +$1.46M +63,348 +29%
MAM
98
Marotta Asset Management
Virginia
$6.38M +$75.3K +3,274 +1%
BWL
99
Bogart Wealth LLC
Virginia
$6.16M -$68.5K -2,980 -1%
ACA
100
Affinity Capital Advisors
California
$6.09M +$1.93M +83,984 +46%