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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
101
Peak Financial Management
Massachusetts
$6.96M +$561K +24,471 +9%
IWC
102
Integrated Wealth Concepts
Massachusetts
$6.93M -$131K -5,700 -2%
MAM
103
Marotta Asset Management
Virginia
$6.86M -$3.26M -142,119 -50%
CNWM
104
Clay Northam Wealth Management
California
$6.71M +$490K +21,396 +8%
C1AG
105
Client 1st Advisory Group
Florida
$6.65M -$340K -14,823 -5%
ISWM
106
Independent Solutions Wealth Management
New York
$6.58M +$262K +11,439 +4%
RWM
107
Reston Wealth Management
Virginia
$6.39M -$701K -30,607 -10%
SFG
108
SNS Financial Group
Minnesota
$6.32M +$181K +7,913 +3%
TA
109
TPG Advisors
Illinois
$6.2M -$326K -14,240 -5%
FCH
110
Freestone Capital Holdings
Washington
$6.16M -$416K -18,140 -6%
DWP
111
Daymark Wealth Partners
Ohio
$6.14M +$572K +24,974 +10%
CFD
112
Creative Financial Designs
Indiana
$5.87M +$419K +18,277 +8%
BWL
113
Bogart Wealth LLC
Virginia
$5.87M +$84.2K +3,677 +1%
FF
114
Fairway Financial
Florida
$5.83M +$40.4K +1,762 +0.7%
ATPW
115
Ashton Thomas Private Wealth
Arizona
$5.72M +$1.75M +76,265 +45%
NSG
116
Nalls Sherbakoff Group
Tennessee
$5.7M +$5.64M +246,040 New
CAG
117
Curtis Advisory Group
California
$5.57M -$38.8K -1,695 -0.7%
AWS
118
Atria Wealth Solutions
New York
$5.56M -$2.72M -118,738 -33%
Osaic Holdings
119
Osaic Holdings
Arizona
$5.49M -$5.01M -218,829 -48%
SWM
120
SigFig Wealth Management
California
$5.48M +$353K +15,425 +4%
MML Investors Services
121
MML Investors Services
Massachusetts
$5.47M +$309K +13,501 +6%
RSWM
122
Robertson Stephens Wealth Management
California
$5.44M -$1.25M -54,532 -19%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$5.41M -$5.2M -226,916 -49%
VPP
124
Vertex Planning Partners
Illinois
$5.3M +$69.3K +3,024 +1%
NFG
125
Northeast Financial Group
Pennsylvania
$5.29M +$165K +7,197 +3%