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Schwab Municipal Bond ETF
SCMB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mission Wealth Management
151
Mission Wealth Management
California
USD 201 k -USD 24.9 k -969 -11%
Aptus Capital Advisors
152
Aptus Capital Advisors
Alabama
USD 166 k +USD 120 k +4,687 +272%
Larson Financial Group
153
Larson Financial Group
Missouri
USD 159 k +USD 18.2 k +711 +13%
Ancora Advisors
154
Ancora Advisors
Ohio
USD 149 k – – –
Morgan Stanley
155
Morgan Stanley
New York
USD 148 k +USD 487 +19 +0.3%
Capital Analysts LLC
156
Capital Analysts LLC
Pennsylvania
USD 140 k – – –
Clearstead Advisors
157
Clearstead Advisors
Ohio
USD 134 k +USD 4.28 k +167 +3%
Global Retirement Partners
158
Global Retirement Partners
California
USD 123 k +USD 122 k +4,753 Nuevas
Capital Investment Advisory Services
159
Capital Investment Advisory Services
North Carolina
USD 121 k +USD 120 k +4,687 Nuevas
Allworth Financial
160
Allworth Financial
California
USD 94.2 k – – –
Wells Fargo
161
Wells Fargo
California
USD 91 k +USD 68.7 k +2,680 +317%
Tower Research Capital (TRC)
162
Tower Research Capital (TRC)
New York
USD 77.6 k -USD 3.35 M -130,720 -98%
Brown Brothers Harriman & Co
163
Brown Brothers Harriman & Co
New York
USD 69.5 k – – –
Community Bank
164
Community Bank
New York
USD 58.9 k – – –
WPA
165
West Paces Advisors
Georgia
USD 50.3 k – – –
Buck Wealth Strategies
166
Buck Wealth Strategies
Colorado
USD 49.1 k +USD 48.7 k +1,900 Nuevas
Steward Partners Investment Advisory
167
Steward Partners Investment Advisory
New York
USD 44.9 k +USD 44.6 k +1,739 Nuevas
Trust Company
168
Trust Company
Kansas
USD 39.5 k -USD 9.24 k -360 -19%
JFG
169
JDM Financial Group
Texas
USD 38.2 k – – –
Blue Trust Inc
170
Blue Trust Inc
Georgia
USD 37.7 k +USD 18.8 k +731 +100%
FF
171
Friedenthal Financial
New Jersey
USD 35.3 k -USD 98.5 k -3,838 -74%
Arax Advisory Partners
172
Arax Advisory Partners
Colorado
USD 29.3 k +USD 29.1 k +1,134 Nuevas
SRCM
173
Signature Resources Capital Management
California
USD 28.4 k +USD 28.2 k +1,101 Nuevas
Atlantic Union Bankshares
174
Atlantic Union Bankshares
Virginia
USD 26.7 k +USD 26.5 k +1,034 Nuevas
AssetMark Inc
175
AssetMark Inc
California
USD 20.9 k -USD 5.7 k -222 -22%
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