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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
101
Morgan Stanley
New York
$5.24M +$165K +6,012 +3%
SFA
102
Souders Financial Advisors
Ohio
$5.24M +$475K +17,314 +10%
SBL
103
Sargent Bickham Lagudis
Colorado
$5.21M -$55.3K -2,018 -1%
EWM
104
Empirical Wealth Management
Washington
$5.11M -$90K -3,284 -2%
CCA
105
Cobblestone Capital Advisors
New York
$5.07M -$844K -30,772 -14%
GAM
106
Gemmer Asset Management
California
$4.9M -$102K -3,706 -2%
SFG
107
SNS Financial Group
Minnesota
$4.58M +$190K +6,918 +4%
PFM
108
Peak Financial Management
Massachusetts
$4.39M +$298K +10,864 +7%
WA
109
Waverly Advisors
Alabama
$4.28M +$51.3K +1,870 +1%
GRP
110
Global Retirement Partners
California
$4.19M -$49.2K -1,794 -1%
WIA
111
World Investment Advisors
California
$4.18M +$539K +19,650 +15%
RWM
112
RKL Wealth Management
Pennsylvania
$4.17M +$239K +8,704 +6%
HWMA
113
Heritage Wealth Management (Arizona)
Arizona
$3.96M -$1.82M -66,518 -31%
VAS
114
Valicenti Advisory Services
New York
$3.96M -$633K -23,082 -14%
ISWM
115
Independent Solutions Wealth Management
New York
$3.88M +$150K +5,484 +4%
BBW
116
Blue Barn Wealth
Utah
$3.85M -$67.8K -2,472 -2%
CF
117
Corrigan Financial
Rhode Island
$3.75M +$89.3K +3,256 +2%
CMP
118
Courage Miller Partners
Virginia
$3.66M +$321K +11,720 +10%
RFA
119
Reilly Financial Advisors
California
$3.65M +$12.8K +468 +0.3%
JWM
120
Janiczek Wealth Management
Colorado
$3.64M +$87.8K +3,204 +2%
NI
121
NYL Investors
New York
$3.35M +$148K +5,400 +5%
TNA
122
True North Advisors
Texas
$3.27M +$270K +9,852 +9%
SWM
123
SeaCrest Wealth Management
New York
$3.27M -$1.02M -37,304 -24%
IA
124
IFP Advisors
Florida
$3.25M +$588K +21,456 +22%
CWS
125
Cypress Wealth Services
California
$3.12M -$23.5K -856 -0.7%