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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
101
Blue Trust Inc
Georgia
$5.78M -$695K -31,050 -11%
UBS Group
102
UBS Group
Switzerland
$5.74M -$3.27M -146,284 -37%
MFA
103
Mayflower Financial Advisors
Massachusetts
$5.66M +$1.21M +53,936 +29%
WP
104
WealthShield Partners
North Carolina
$5.59M -$750K -33,538 -12%
FF
105
Friedenthal Financial
New Jersey
$5.53M +$5.28K +236 +0.1%
SFG
106
SNS Financial Group
Minnesota
$5.53M +$38.6K +1,724 +0.7%
CHA
107
Cooper/Haims Advisors
New York
$5.51M +$3.92M +175,264 +287%
RWM
108
Reston Wealth Management
Virginia
$5.5M -$571K -25,530 -10%
NSG
109
Nalls Sherbakoff Group
Tennessee
$5.29M -$152K -6,792 -3%
GC
110
Guggenheim Capital
Illinois
$5.27M
SFS
111
Security Financial Services
Indiana
$5.22M -$818K -36,564 -14%
PMG
112
ProVise Management Group
Florida
$5.11M +$219K +9,776 +5%
CBFP
113
Cedar Brook Financial Partners
Ohio
$5.05M +$732K +32,722 +18%
DWP
114
Daymark Wealth Partners
Ohio
$5.01M -$4.11M -183,702 -46%
RPGK
115
Retirement Planning Group (Kansas)
Kansas
$4.92M -$3.14M -140,526 -40%
ASFA
116
All Season Financial Advisors
Colorado
$4.9M -$401K -17,930 -8%
SFS
117
Summit Financial Strategies
Ohio
$4.79M +$365K +16,338 +9%
GWM
118
GSB Wealth Management
Connecticut
$4.79M +$372K +16,622 +9%
FFWA
119
Forthright Family Wealth Advisory
Texas
$4.78M +$4.59M +205,002 New
AO
120
Advisor OS
Illinois
$4.77M +$4.58M +204,652 New
MFG
121
Merit Financial Group
Georgia
$4.77M +$4.58M +204,644 New
KF
122
Krilogy Financial
Missouri
$4.73M -$905K -40,454 -17%
PFM
123
Peak Financial Management
Massachusetts
$4.71M -$460K -20,548 -9%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$4.65M -$355K -15,862 -7%
SWA
125
Stratos Wealth Advisors
Ohio
$4.54M +$88.5K +3,954 +2%