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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BerganKDV Wealth Management
Minnesota
$4.79M -$11.6M -415,516 -71%
BC
102
Burleson & Co
California
$4.73M -$189K -6,786 -4%
WAM
103
Wakefield Asset Management
Colorado
$4.7M -$681K -24,464 -13%
PS
104
Portfolio Solutions
Michigan
$4.62M +$74.6K +2,680 +2%
SFS
105
Summit Financial Strategies
Ohio
$4.59M +$120K +4,310 +3%
WA
106
Waverly Advisors
Alabama
$4.58M -$19.9K -714 -0.4%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$4.46M +$1.44M +51,618 +48%
SPA
108
Sentinel Pension Advisors
Massachusetts
$4.18M -$573K -20,586 -12%
CFMC
109
Curbstone Financial Management Corp
New Hampshire
$4.08M +$398K +14,300 +11%
CM
110
Columbus Macro
Pennsylvania
$4.05M +$1.39M +50,130 +53%
RWM
111
RKL Wealth Management
Pennsylvania
$3.98M -$61.5K -2,212 -2%
RWM
112
Reston Wealth Management
Virginia
$3.89M +$766K +27,542 +25%
BAAM
113
Baker Avenue Asset Management
California
$3.83M -$1.5M -53,976 -28%
PEA
114
Pacific Edge Advisors
California
$3.79M +$333K +11,960 +10%
MGIA
115
Moneta Group Investment Advisors
Missouri
$3.58M +$411K +14,762 +13%
EE
116
EWG Elevate
California
$3.52M +$3.11M +111,922 +835%
SWM
117
SigFig Wealth Management
California
$3.52M -$61.9K -2,226 -2%
AW
118
Avion Wealth
Texas
$3.51M +$247K +8,882 +8%
CWS
119
Cypress Wealth Services
California
$3.49M -$17.8K -640 -0.5%
TNA
120
True North Advisors
Texas
$3.46M +$1.07M +38,588 +46%
NI
121
NYL Investors
New York
$3.43M -$362K -13,000 -10%
SFA
122
Souders Financial Advisors
Ohio
$3.43M -$1.09M -39,170 -24%
JWM
123
Janiczek Wealth Management
Colorado
$3.42M +$12.1K +436 +0.4%
ISWM
124
Independent Solutions Wealth Management
New York
$3.37M +$213K +7,654 +7%
HIC
125
Holderness Investments Company
North Carolina
$3.31M +$2.58M +92,768 +373%