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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$7.41M +$2.01M +85,843 +37%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$7.26M -$134K -5,715 -2%
MFG
103
Midwest Financial Group
Kansas
$7.23M +$209K +8,923 +3%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$7.2M +$712K +30,441 +11%
HCM
105
Hengehold Capital Management
Ohio
$7.17M -$1.2M -51,343 -14%
LFG
106
Larson Financial Group
Missouri
$7.12M -$599K -25,610 -8%
LIM
107
Leavell Investment Management
Alabama
$7.11M -$282K -12,047 -4%
CL
108
Choreo LLC
Illinois
$7.08M +$7.14M +304,873 New
WP
109
WealthShield Partners
North Carolina
$7.08M +$463K +19,799 +7%
AC
110
AlphaCore Capital
California
$7.07M -$2.15M -91,661 -23%
HPM
111
Hoxton Planning & Management
West Virginia
$6.78M +$108K +4,608 +2%
NFG
112
Northeast Financial Group
Pennsylvania
$6.74M +$869K +37,141 +15%
CAG
113
Curtis Advisory Group
California
$6.72M +$169K +7,241 +3%
CFGSD
114
Compass Financial Group (South Dakota)
South Dakota
$6.69M +$1.05M +44,987 +19%
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$6.64M +$3.42M +146,192 +105%
ISWM
116
Independent Solutions Wealth Management
New York
$6.5M -$11.8K -503 -0.2%
FTS
117
Fifth Third Securities
Ohio
$6.44M +$528K +22,552 +9%
FF
118
Fairway Financial
Florida
$6.26M +$88.4K +3,776 +1%
MFG
119
Merit Financial Group
Georgia
$6.24M -$351K -14,996 -5%
MAM
120
Marotta Asset Management
Virginia
$6.24M -$122K -5,214 -2%
CBU
121
CIBC Bancorp USA
Illinois
$6.15M +$6.2M +264,940 New
PAS
122
Park Avenue Securities
New York
$6.03M -$493K -21,046 -8%
BWL
123
Bogart Wealth LLC
Virginia
$6M +$202K +8,622 +3%
CIBC World Market
124
CIBC World Market
Ontario, Canada
$5.8M +$5.85M +250,000 New
FFWA
125
Forthright Family Wealth Advisory
Texas
$5.79M -$4.53M -193,640 -61%