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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$4.06M +$80K +2,984 +2%
NIC
102
Northwest Investment Counselors
Oregon
$3.99M +$561K +20,916 +16%
SWM
103
SigFig Wealth Management
California
$3.98M +$28.4K +1,058 +0.7%
PEA
104
Pacific Edge Advisors
California
$3.95M +$195K +7,260 +5%
CM
105
Columbus Macro
Pennsylvania
$3.77M -$761K -28,388 -17%
CWM
106
CCG Wealth Management
California
$3.74M -$515K -19,212 -12%
RWM
107
RKL Wealth Management
Pennsylvania
$3.66M +$88K +3,284 +2%
CFMC
108
Curbstone Financial Management Corp
New Hampshire
$3.49M +$150K +5,600 +4%
JWM
109
Janiczek Wealth Management
Colorado
$3.49M -$113K -4,218 -3%
PFM
110
Peak Financial Management
Massachusetts
$3.47M +$88.4K +3,298 +3%
MA
111
MCF Advisors
Kentucky
$3.38M -$739K -27,572 -18%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$3.37M +$3.38M +126,136 New
LF
113
Lee Financial
Texas
$3.31M -$351K -13,082 -10%
BSAM
114
Blue Square Asset Management
New York
$3.3M -$49.5K -1,846 -1%
CWS
115
Cypress Wealth Services
California
$3.26M +$741K +27,652 +29%
ISWM
116
Independent Solutions Wealth Management
New York
$3.26M +$3.27M +121,888 New
NI
117
NYL Investors
New York
$3.24M
SPA
118
Sentinel Pension Advisors
Massachusetts
$3.18M +$3.19M +119,154 New
HWMG
119
Hurlow Wealth Management Group
Indiana
$3.15M -$370K -13,790 -11%
TC
120
TAP Consulting
Missouri
$3.12M +$226K +8,444 +8%
RWM
121
Reston Wealth Management
Virginia
$3.03M +$678K +25,294 +29%
SFG
122
SNS Financial Group
Minnesota
$2.98M +$174K +6,478 +6%
FI
123
FormulaFolio Investments
Michigan
$2.97M -$146K -5,440 -5%
SWP
124
Stratos Wealth Partners
Ohio
$2.95M +$150K +5,580 +5%
JWA
125
JFS Wealth Advisors
Pennsylvania
$2.91M +$1.36M +50,594 +87%