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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smartleaf Asset Management
Massachusetts
$226 – – –
SPIA
227
Steward Partners Investment Advisory
New York
$46 -$225K -10,091 -100%
DJSG
228
D.J. St. Germain
Massachusetts
$10 -$98.8K -4,430 Closed
BRWA
229
B. Riley Wealth Advisors
Florida
– -$6.4M -284,987 Closed
CCAM
230
Cascades Capital Asset Management
North Carolina
– -$1.64M -73,220 Closed
Goldman Sachs
231
Goldman Sachs
New York
– -$1.12M -49,945 Closed
CPA
232
Capital Performance Advisors
California
– -$523K -23,280 Closed
OFS
233
OneAscent Financial Services
Alabama
– -$485K -21,578 Closed
CGFA
234
Colton Groome Financial Advisors
North Carolina
– -$452K -20,121 Closed
Fisher Asset Management
235
Fisher Asset Management
Washington
– -$283K -12,595 Closed
PA
236
PFG Advisors
Arizona
– -$280K -12,459 Closed
PCIA
237
Prime Capital Investment Advisors
Kansas
– -$250K -11,111 Closed
EWA
238
EP Wealth Advisors
California
– -$162K -7,207 Closed
CCM
239
Coldstream Capital Management
Washington
– -$96.4K -4,293 Closed
GWM
240
Geneos Wealth Management
Colorado
– -$65.8K -2,929 Closed
CA
241
Continuum Advisory
Idaho
– -$53.8K -2,396 Closed
VWA
242
Valued Wealth Advisors
Utah
– -$32.6K -1,450 Closed
T
243
Transce3nd
Texas
– -$30.3K -1,351 Closed
AIC
244
Archer Investment Corporation
Indiana
– -$28.5K -1,268 Closed
CBT
245
Crews Bank & Trust
Florida
– -$14.8K -660 Closed
BWM
246
Bernard Wealth Management
Michigan
– -$13.6K -606 Closed
GWANC
247
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$12.8K -572 Closed
HCP
248
Hexagon Capital Partners
Arkansas
– -$12.2K -542 Closed
FHA
249
First Horizon Advisors
Tennessee
– -$10.8K -480 Closed
PBK
250
Peoples Bank (Kansas)
Kansas
– -$9.88K -440 Closed