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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMWS
76
Brady Martz Wealth Solutions
North Dakota
$9.56M +$9.82M +425,198 New
Creative Planning
77
Creative Planning
Kansas
$9.48M +$515K +22,276 +6%
MFA
78
Mayflower Financial Advisors
Massachusetts
$9.14M +$1.03M +44,573 +12%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$8.77M +$4.15M +179,519 +87%
LIM
80
Leavell Investment Management
Alabama
$8.74M -$213K -9,205 -2%
FFN
81
Focus Financial Network
Minnesota
$8.61M +$562K +24,316 +7%
MFG
82
Merit Financial Group
Georgia
$8.29M +$6.98M +302,030 +479%
SEIA
83
Signature Estate & Investment Advisors
California
$8.21M +$353K +15,268 +4%
MWM
84
MorganRosel Wealth Management
Colorado
$8.17M +$111K +4,786 +1%
AWS
85
Atria Wealth Solutions
New York
$8.15M +$1.85M +80,201 +29%
AG
86
Ascent Group
Virginia
$8.14M -$2.98M -129,182 -26%
UBS Group
87
UBS Group
Switzerland
$7.78M +$84.6K +3,661 +1%
WA
88
Waverly Advisors
Alabama
$7.73M -$1.22M -52,917 -13%
Citadel Advisors
89
Citadel Advisors
Florida
$7.64M +$5.78M +250,383 +290%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$7.62M +$2.23M +96,686 +40%
IA
91
IFP Advisors
Florida
$7.53M +$1.49M +64,626 +24%
AWM
92
AE Wealth Management
Kansas
$7.51M +$854K +36,972 +13%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$7.47M +$3.91M +169,165 +106%
CC
94
Callan Capital
California
$7.31M +$22.7K +983 +0.3%
MAM
95
Milestone Asset Management
Pennsylvania
$7.2M +$7.33M +317,155 New
RWM
96
Revisor Wealth Management
Ohio
$7.13M +$5.58M +241,716 +334%
RWM
97
Reston Wealth Management
Virginia
$6.95M +$860K +37,245 +14%
IWC
98
Integrated Wealth Concepts
Massachusetts
$6.92M -$2.44M -105,785 -26%
C1AG
99
Client 1st Advisory Group
Florida
$6.86M +$791K +34,229 +13%
WP
100
WealthShield Partners
North Carolina
$6.83M -$3.04M -131,680 -30%