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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
Scarborough Advisors
Maryland
$10.1M +$9.95M +434,259 New
FFWA
77
Forthright Family Wealth Advisory
Texas
$10M -$215K -9,397 -2%
FPAS
78
Focus Partners Advisor Solutions
Missouri
$10M -$2.23M -97,205 -18%
MFA
79
Mayflower Financial Advisors
Massachusetts
$9.74M +$408K +17,809 +4%
BPA
80
Beacon Pointe Advisors
California
$9.67M -$97.6K -4,261 -1%
Creative Planning
81
Creative Planning
Kansas
$9.38M -$289K -12,623 -3%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$9.37M +$425K +18,551 +5%
ACA
83
Affinity Capital Advisors
California
$9.18M +$2.88M +125,628 +45%
FFN
84
Focus Financial Network
Minnesota
$9.12M +$327K +14,289 +4%
SEIA
85
Signature Estate & Investment Advisors
California
$8.9M +$521K +22,752 +6%
IA
86
IFP Advisors
Florida
$8.52M +$828K +36,137 +11%
LIM
87
Leavell Investment Management
Alabama
$8.44M -$475K -20,725 -5%
BMWS
88
Brady Martz Wealth Solutions
North Dakota
$8.39M -$1.45M -63,117 -15%
MFG
89
Merit Financial Group
Georgia
$8.27M -$182K -7,926 -2%
MWM
90
MorganRosel Wealth Management
Colorado
$8.24M -$99.6K -4,349 -1%
AWM
91
AE Wealth Management
Kansas
$8.19M +$521K +22,761 +7%
TWP
92
Tempus Wealth Planning
California
$8.07M +$1.25M +54,748 +19%
WA
93
Waterford Advisors
New York
$8M +$7.91M +345,285 New
WA
94
Waverly Advisors
Alabama
$7.94M +$57.1K +2,494 +0.7%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$7.76M -$11K -480 -0.1%
SC
96
Savant Capital
Illinois
$7.48M +$4.69M +204,588 +173%
CC
97
Callan Capital
California
$7.33M -$129K -5,629 -2%
SPAS
98
Spectrum Planning & Advisory Services
California
$7.32M +$1.2M +52,470 +20%
AWM
99
Avior Wealth Management
Nebraska
$7.03M +$779K +34,010 +13%
WP
100
WealthShield Partners
North Carolina
$7M +$36.9K +1,609 +0.5%