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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
$6.89M +$211K +9,203 +3%
RWM
102
Reston Wealth Management
Virginia
$6.73M +$317K +13,828 +5%
CNWM
103
Clay Northam Wealth Management
California
$6.67M -$66.5K -2,898 -1%
ISWM
104
Independent Solutions Wealth Management
New York
$6.54M -$57K -2,484 -0.9%
MAM
105
Marotta Asset Management
Virginia
$6.48M +$3.09M +134,588 +93%
PAS
106
Park Avenue Securities
New York
$6.4M +$6.32M +275,440 New
CFD
107
Creative Financial Designs
Indiana
$6.17M +$274K +11,927 +5%
SFG
108
SNS Financial Group
Minnesota
$6.11M -$229K -9,963 -4%
AR
109
Apeiron RIA
Texas
$5.94M +$654K +28,490 +13%
BWL
110
Bogart Wealth LLC
Virginia
$5.84M -$50.2K -2,189 -0.9%
FF
111
Fairway Financial
Florida
$5.83M -$14.7K -642 -0.3%
MFG
112
Midwest Financial Group
Kansas
$5.83M +$896K +39,046 +18%
FCH
113
Freestone Capital Holdings
Washington
$5.77M -$413K -18,015 -7%
ATPW
114
Ashton Thomas Private Wealth
Arizona
$5.65M -$89.1K -3,882 -2%
NSG
115
Nalls Sherbakoff Group
Tennessee
$5.64M -$74.6K -3,251 -1%
FPAS
116
Focus Partners Advisor Solutions
Missouri
$5.56M -$4.42M -192,429 -45%
SPAS
117
Spectrum Planning & Advisory Services
California
$5.37M -$1.95M -84,895 -27%
WP
118
WealthShield Partners
North Carolina
$5.36M -$1.64M -71,508 -24%
SMG
119
Smart Money Group
Texas
$5.35M +$554K +24,146 +12%
NFG
120
Northeast Financial Group
Pennsylvania
$5.34M +$36.3K +1,580 +0.7%
VPP
121
Vertex Planning Partners
Illinois
$5.31M -$3.28K -143 -0.1%
GFP
122
Guardian Financial Partners
California
$5.31M +$483K +21,064 +10%
AO
123
Advisor OS
Illinois
$5.08M +$5.02M +218,775 New
TWM
124
Tradition Wealth Management
Minnesota
$5.07M -$138K -6,018 -3%
BCM
125
Brookstone Capital Management
Illinois
$5.01M -$61.8K -2,692 -1%