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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
76
JMG Financial Group
Illinois
$8.33M -$1.54M -67,758 -16%
MFG
77
Merit Financial Group
Georgia
$8.17M +$1.65M +72,746 +25%
MWM
78
MorganRosel Wealth Management
Colorado
$8.03M -$431K -19,020 -5%
WIM
79
Waycross Investment Management
Washington
$8M -$312K -13,782 -4%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$8M +$1.2M +53,156 +18%
FFN
81
Focus Financial Network
Minnesota
$7.95M +$130K +5,722 +2%
RSWM
82
Robertson Stephens Wealth Management
California
$7.95M +$1.19M +52,322 +18%
NIC
83
Northwest Investment Counselors
Oregon
$7.89M +$205K +9,060 +3%
UBS Group
84
UBS Group
Switzerland
$7.69M -$72.7K -3,206 -0.9%
FCH
85
Freestone Capital Holdings
Washington
$7.54M -$1.09M -48,144 -13%
MFA
86
Mayflower Financial Advisors
Massachusetts
$7.53M +$1.77M +78,060 +31%
SFS
87
Security Financial Services
Indiana
$7.42M +$398K +17,556 +6%
SEIA
88
Signature Estate & Investment Advisors
California
$7.41M +$7.37M +325,102 New
AWM
89
AE Wealth Management
Kansas
$7.3M +$129K +5,712 +2%
CC
90
Callan Capital
California
$7.11M -$162K -7,150 -2%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$6.88M +$73.7K +3,252 +1%
CNWM
92
Clay Northam Wealth Management
California
$6.79M +$76K +3,352 +1%
FFWA
93
Forthright Family Wealth Advisory
Texas
$6.49M +$753K +33,216 +13%
AWS
94
Atria Wealth Solutions
New York
$6.46M +$57.2K +2,526 +0.9%
SPAS
95
Spectrum Planning & Advisory Services
California
$6.43M +$6.36M +280,718 New
MAM
96
Marotta Asset Management
Virginia
$6.42M +$154K +6,806 +2%
ISWM
97
Independent Solutions Wealth Management
New York
$6.39M -$23.5K -1,036 -0.4%
FTS
98
Fifth Third Securities
Ohio
$6.39M +$35.9K +1,586 +0.6%
T
99
TNF
Montana
$6.25M +$210K +9,286 +4%
WAM
100
Wakefield Asset Management
Colorado
$6.16M +$267K +11,762 +5%