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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
Wakefield Asset Management
Colorado
$5.45M +$116K +5,000 +2%
UBS Group
102
UBS Group
Switzerland
$5.22M -$129K -5,538 -2%
NSG
103
Nalls Sherbakoff Group
Tennessee
$5.21M +$5.19M +223,214 New
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.03M -$813K -34,932 -14%
AA
105
AlphaQ Advisors
Florida
$4.99M -$187K -8,022 -4%
BWL
106
Bogart Wealth LLC
Virginia
$4.91M +$2.04M +87,746 +72%
IA
107
IFP Advisors
Florida
$4.89M -$425K -18,250 -9%
PMG
108
ProVise Management Group
Florida
$4.88M -$2.23K -96 -0%
FD
109
Financial Designs
California
$4.83M -$111K -4,778 -2%
SFG
110
SNS Financial Group
Minnesota
$4.8M +$263K +11,318 +6%
SAG
111
SageView Advisory Group
California
$4.74M +$140K +6,036 +3%
WIA
112
World Investment Advisors
California
$4.72M +$52.6K +2,262 +1%
ISWM
113
Independent Solutions Wealth Management
New York
$4.64M +$522K +22,448 +13%
AR
114
Apeiron RIA
Texas
$4.51M +$1.24M +53,184 +38%
SFS
115
Summit Financial Strategies
Ohio
$4.44M -$154K -6,602 -3%
SB
116
Strategic Blueprint
Georgia
$4.42M +$1.32M +56,900 +43%
RPGK
117
Retirement Planning Group (Kansas)
Kansas
$4.26M -$1.31M -56,212 -24%
GRP
118
Global Retirement Partners
California
$4.03M +$717K +30,830 +22%
TWP
119
Tempus Wealth Planning
California
$4.02M +$827K +35,564 +26%
BCWM
120
Bartlett & Co Wealth Management
Ohio
$3.99M -$88.1K -3,786 -2%
BC
121
Bartlett & Co
Ohio
$3.99M -$88.1K -3,786 -2%
ES
122
ETF Store
Kansas
$3.95M +$147K +6,310 +4%
HI
123
Harbour Investments
Wisconsin
$3.93M +$702K +30,178 +22%
WA
124
Waverly Advisors
Alabama
$3.8M -$42.9K -1,842 -1%
PFM
125
Peak Financial Management
Massachusetts
$3.78M +$133K +5,718 +4%