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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
226
Kerr Financial Planning
California
$21.8K – – –
CW
227
CrossGen Wealth
North Carolina
$21.6K +$21.6K +956 New
BSB
228
Bangor Savings Bank
Maine
$19.7K – – –
CNBT
229
Cornerstone National Bank & Trust
Illinois
$16.2K +$16.3K +721 New
IAIM
230
International Assets Investment Management
Florida
$15.8K – – –
SWM
231
Spire Wealth Management
Virginia
$15.8K +$181 +8 +1%
CCMI
232
Creative Capital Management Investments
California
$14.5K -$5.09K -225 -26%
RIL
233
Rothschild Investment LLC
Illinois
$13.7K +$159 +7 +1%
AWM
234
Abound Wealth Management
Tennessee
$12.8K – – –
CMP
235
Coston McIsaac & Partners
Maine
$12K – – –
EWA
236
EverSource Wealth Advisors
Alabama
$10.6K -$4.08K -180 -28%
GCP
237
Gill Capital Partners
Colorado
$8.72K – – –
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$7.45K -$107K -4,717 -93%
AIP
239
Ameritas Investment Partners
Nebraska
$7.02K +$7.02K +310 New
TPCW
240
TD Private Client Wealth
New York
$6.75K -$679 -30 -9%
PWA
241
Principia Wealth Advisory
Texas
$6.38K -$18.2K -805 -74%
ATPW
242
Ashton Thomas Private Wealth
Arizona
$6.2K – – –
SAM
243
Smartleaf Asset Management
Massachusetts
$6.14K – – –
EWM
244
Evolution Wealth Management
Florida
$6.04K +$6.05K +267 New
FFA
245
Founders Financial Alliance
North Carolina
$5.52K – – –
CA
246
Crewe Advisors
Utah
$4.35K – – –
HWP
247
Highline Wealth Partners
California
$3.98K – – –
AIM
248
Anchor Investment Management
South Carolina
$3.96K +$3.96K +175 New
MI
249
Markowski Investments
Florida
$3.92K +$3.92K +173 New
FMP
250
Financial Management Professionals
Texas
$3.17K – – –