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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
101
Lodestar Private Asset Management
California
$5.07M -$2.61M -115,296 -33%
IWC
102
Integrated Wealth Concepts
Massachusetts
$5.06M +$538K +23,728 +12%
ASFA
103
All Season Financial Advisors
Colorado
$5.04M +$5.17M +227,976 New
GC
104
Guggenheim Capital
Illinois
$5M -$202K -8,914 -4%
SAG
105
SageView Advisory Group
California
$4.93M -$1.43M -63,168 -22%
PFM
106
Peak Financial Management
Massachusetts
$4.92M +$1.28M +56,374 +34%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$4.91M +$5.01M +220,914 +21,744%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$4.76M -$73.7K -3,254 -1%
AR
109
Apeiron RIA
Texas
$4.68M +$115K +5,056 +2%
PMG
110
ProVise Management Group
Florida
$4.63M -$9.25K -408 -0.2%
SDWMA
111
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.62M -$161K -7,098 -3%
BWL
112
Bogart Wealth LLC
Virginia
$4.6M -$70.7K -3,120 -1%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$4.43M +$534K +23,546 +13%
MCCP
114
Mission Creek Capital Partners
California
$4.41M -$207K -9,134 -4%
FD
115
Financial Designs
California
$4.22M -$224K -9,880 -5%
SWA
116
Stratos Wealth Advisors
Ohio
$4.22M +$2.33M +103,032 +117%
SFS
117
Summit Financial Strategies
Ohio
$4.19M -$46.6K -2,056 -1%
GWM
118
GSB Wealth Management
Connecticut
$4.18M +$355K +15,668 +9%
MFA
119
Mayflower Financial Advisors
Massachusetts
$4.17M -$506K -22,348 -11%
NFG
120
Northeast Financial Group
Pennsylvania
$4.13M -$2.83M -124,986 -40%
CBFP
121
Cedar Brook Financial Partners
Ohio
$4.08M +$587K +25,900 +16%
1WM
122
1900 Wealth Management
Texas
$4.02M +$1.22M +53,994 +42%
Cerity Partners
123
Cerity Partners
New York
$3.99M -$388K -17,128 -9%
SB
124
Strategic Blueprint
Georgia
$3.98M +$230K +10,170 +6%
IA
125
IFP Advisors
Florida
$3.95M +$598K +26,396 +17%