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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
101
Portfolio Solutions
Michigan
$5.48M +$146K +5,632 +3%
SPAS
102
Spectrum Planning & Advisory Services
California
$5.46M +$5.6M +215,816 New
CNWM
103
Clay Northam Wealth Management
California
$5.35M +$16.5K +634 +0.3%
VWA
104
VERITY Wealth Advisors
United States
$5.3M -$1.1M -42,446 -17%
OFG
105
Omega Financial Group
California
$5.26M -$65.6K -2,526 -1%
AWM
106
Aries Wealth Management
Maine
$5.26M +$5.4M +207,978 New
ES
107
ETF Store
Kansas
$5.25M -$122K -4,716 -2%
AF
108
Advisornet Financial
Minnesota
$5.09M +$188K +7,242 +4%
Morgan Stanley
109
Morgan Stanley
New York
$5.07M -$5.46M -210,314 -51%
DBRC
110
D.B. Root & Company
Pennsylvania
$5.04M -$2.49M -95,836 -32%
GLLW
111
Graves Light Lenhart Wealth
Virginia
$4.97M -$27.8K -1,070 -0.5%
EWM
112
Empirical Wealth Management
Washington
$4.8M -$36.1K -1,390 -0.7%
CWM
113
Chesapeake Wealth Management
Virginia
$4.68M -$151K -5,800 -3%
GAM
114
Gemmer Asset Management
California
$4.62M -$254K -9,794 -5%
SFG
115
SNS Financial Group
Minnesota
$4.62M +$346K +13,334 +8%
CCA
116
Cobblestone Capital Advisors
New York
$4.61M -$101K -3,886 -2%
AWS
117
AJ Wealth Strategies
New York
$4.6M -$293K -11,282 -6%
WIA
118
World Investment Advisors
California
$4.58M +$216K +8,306 +5%
C1AG
119
Client 1st Advisory Group
Florida
$4.25M +$4.36M +167,948 New
GRP
120
Global Retirement Partners
California
$4.14M +$4.41M +169,666 New
PFM
121
Phillips Financial Management
Indiana
$4.06M +$1.21M +46,434 +41%
ASI
122
Advisory Services & Investments
Oregon
$4.04M -$20.1M -773,102 -83%
CBFP
123
Cedar Brook Financial Partners
Ohio
$3.96M +$1.21M +46,422 +42%
WA
124
Waverly Advisors
Alabama
$3.94M -$118K -4,562 -3%
RPGK
125
Retirement Planning Group (Kansas)
Kansas
$3.92M -$9.94M -382,884 -71%