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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
101
Portfolio Solutions
Michigan
$4.38M -$1.07M -39,450 -20%
SFA
102
Souders Financial Advisors
Ohio
$4.37M +$4.35M +161,012 New
SFS
103
Summit Financial Strategies
Ohio
$4.31M -$296K -10,958 -6%
UBS Group
104
UBS Group
Switzerland
$4.16M +$37.2K +1,378 +0.9%
First Trust Advisors
105
First Trust Advisors
Illinois
$4.02M +$4M +147,998 New
RWM
106
RKL Wealth Management
Pennsylvania
$3.9M +$174K +6,460 +5%
VWA
107
Visionary Wealth Advisors
Illinois
$3.87M +$3.85M +142,516 New
FAIM
108
Financial Advocates Investment Management
Washington
$3.8M -$2.03M -75,150 -35%
ECM
109
Exchange Capital Management
Michigan
$3.75M -$622K -23,042 -14%
PFM
110
Peak Financial Management
Massachusetts
$3.67M +$140K +5,188 +4%
NI
111
NYL Investors
New York
$3.66M +$367K +13,600 +11%
CFMC
112
Curbstone Financial Management Corp
New Hampshire
$3.55M
SWM
113
SigFig Wealth Management
California
$3.46M -$581K -21,506 -14%
Deutsche Bank
114
Deutsche Bank
Germany
$3.43M +$3.09M +114,248 +939%
CWS
115
Cypress Wealth Services
California
$3.38M +$69.7K +2,580 +2%
SWP
116
Stratos Wealth Partners
Ohio
$3.36M +$362K +13,406 +12%
PEA
117
Pacific Edge Advisors
California
$3.34M -$671K -24,840 -17%
BlackRock
118
BlackRock
New York
$3.3M -$2.75M -101,732 -46%
JWM
119
Janiczek Wealth Management
Colorado
$3.29M -$253K -9,374 -7%
TC
120
TAP Consulting
Missouri
$3.29M +$111K +4,118 +4%
LF
121
Lee Financial
Texas
$3.23M -$130K -4,810 -4%
AW
122
Avion Wealth
Texas
$3.15M +$3.13M +115,898 New
RFA
123
Reilly Financial Advisors
California
$3.08M +$229K +8,478 +8%
MGIA
124
Moneta Group Investment Advisors
Missouri
$3.06M +$924K +34,204 +44%
ISWM
125
Independent Solutions Wealth Management
New York
$3.04M -$265K -9,804 -8%