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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
101
Client 1st Advisory Group
Florida
$6.03M +$80.3K +3,492 +1%
WAM
102
Wakefield Asset Management
Colorado
$5.95M +$226K +9,814 +4%
T
103
TNF
Montana
$5.9M +$27.5K +1,196 +0.5%
RWM
104
Reston Wealth Management
Virginia
$5.88M +$453K +19,682 +8%
MFA
105
Mayflower Financial Advisors
Massachusetts
$5.8M +$219K +9,542 +4%
FFWA
106
Forthright Family Wealth Advisory
Texas
$5.79M +$1.07M +46,570 +23%
SWM
107
SigFig Wealth Management
California
$5.74M +$576K +25,032 +8%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$5.59M +$1.45M +62,924 +35%
SFG
109
SNS Financial Group
Minnesota
$5.55M +$94.3K +4,100 +2%
TWP
110
Tempus Wealth Planning
California
$5.38M +$949K +41,286 +21%
FF
111
Friedenthal Financial
New Jersey
$5.28M -$178K -7,746 -3%
GC
112
Guggenheim Capital
Illinois
$5.2M
CRC
113
Curi RMB Capital
Illinois
$5.18M +$5.18M +225,074 New
NFG
114
Northeast Financial Group
Pennsylvania
$5.14M +$712K +30,954 +16%
PFM
115
Phillips Financial Management
Indiana
$5.01M +$720K +31,312 +17%
ES
116
ETF Store
Kansas
$4.98M +$754K +32,798 +18%
RPGK
117
Retirement Planning Group (Kansas)
Kansas
$4.96M +$100K +4,364 +2%
PFM
118
Peak Financial Management
Massachusetts
$4.92M +$271K +11,790 +6%
MLA
119
My Legacy Advisors
Oregon
$4.9M +$602K +26,176 +14%
SFS
120
Summit Financial Strategies
Ohio
$4.83M +$96.4K +4,192 +2%
CWA
121
Clearview Wealth Advisors
Oregon
$4.81M +$3M +130,290 +165%
AO
122
Advisor OS
Illinois
$4.72M +$16.9K +736 +0.4%
IA
123
IFP Advisors
Florida
$4.72M +$430K +18,720 +10%
KF
124
Krilogy Financial
Missouri
$4.67M +$2.94K +128 +0.1%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$4.57M -$14.8K -642 -0.3%