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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$5.07M +$216K +7,880 +4%
PEA
102
Pacific Edge Advisors
California
$5.07M +$1.04M +37,760 +25%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$5.04M +$2.36M +86,114 +85%
GAM
104
Gemmer Asset Management
California
$4.95M -$17.1K -624 -0.3%
EWM
105
Empirical Wealth Management
Washington
$4.93M +$254K +9,252 +5%
HC
106
Hoese & Co
Minnesota
$4.86M +$95.5K +3,480 +2%
SBL
107
Sargent Bickham Lagudis
Colorado
$4.81M -$283K -10,326 -5%
SFG
108
SNS Financial Group
Minnesota
$4.76M +$1.48M +53,978 +44%
RWM
109
Reston Wealth Management
Virginia
$4.55M +$418K +15,212 +10%
VAS
110
Valicenti Advisory Services
New York
$4.41M +$484K +17,620 +12%
JFG
111
JMG Financial Group
Illinois
$4.33M -$479K -17,464 -10%
SFA
112
Souders Financial Advisors
Ohio
$4.15M +$337K +12,272 +9%
CFD
113
Creative Financial Designs
Indiana
$4.04M +$603K +21,976 +17%
RWM
114
RKL Wealth Management
Pennsylvania
$3.89M +$124K +4,532 +3%
PFM
115
Peak Financial Management
Massachusetts
$3.84M +$270K +9,824 +7%
SWM
116
Spire Wealth Management
Virginia
$3.68M +$3.75M +136,498 New
SWM
117
SeaCrest Wealth Management
New York
$3.67M +$1.06M +38,686 +40%
CMP
118
Courage Miller Partners
Virginia
$3.61M +$33.2K +1,208 +0.9%
WP
119
WealthShield Partners
North Carolina
$3.55M +$333K +12,128 +10%
RFA
120
Reilly Financial Advisors
California
$3.55M +$222K +8,082 +7%
WAM
121
WNY Asset Management
New York
$3.49M -$12.7M -463,914 -78%
BWM
122
BerganKDV Wealth Management
Minnesota
$3.47M -$695K -25,300 -16%
CFO
123
CVA Family Office
Colorado
$3.44M +$467K +17,004 +15%
ISWM
124
Independent Solutions Wealth Management
New York
$3.36M +$608K +22,140 +22%
WIA
125
World Investment Advisors
California
$3.35M +$503K +18,310 +17%