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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M +$1.29M +49,232 New
MA
27
Mutual Advisors
Nebraska
$1.2M +$1.23M +46,876 New
SB
28
Strategic Blueprint
Georgia
$1.13M +$1.16M +44,082 New
HI
29
Harbour Investments
Wisconsin
$1.13M +$1.15M +43,842 New
T
30
TRUADVICE
Florida
$1.02M -$2.53M -96,278 -71%
UCFA
31
United Capital Financial Advisors
Texas
$1.01M +$15.8K +600 +2%
CFD
32
Creative Financial Designs
Indiana
$949K +$970K +36,964 New
BSB
33
Bangor Savings Bank
Maine
$926K -$27.8K -1,060 -3%
FWP
34
Firethorn Wealth Partners
Georgia
$893K +$913K +34,782 New
CAS
35
Cascadia Advisory Services
Oregon
$684K +$700K +26,644 New
TFA
36
Teamwork Financial Advisors
Texas
$670K +$685K +26,100 New
RFG
37
Range Financial Group
Oregon
$651K +$666K +25,366 New
NL
38
NWAM LLC
Washington
$646K +$660K +25,144 New
TCA
39
Transcend Capital Advisors
New Jersey
$628K +$641K +24,402 New
KWM
40
Kingsview Wealth Management
Oregon
$619K -$50.1K -1,910 -7%
BTWM
41
Baker Tilly Wealth Management
Wisconsin
$560K +$572K +21,790 New
Osaic Holdings
42
Osaic Holdings
Arizona
$470K +$481K +18,318 New
WFC
43
Western Financial Corp
California
$458K +$468K +17,836 New
WP
44
WealthPLAN Partners
Nebraska
$418K -$49K -1,868 -10%
PFA
45
Pinnacle Family Advisors
Missouri
$401K +$410K +15,612 New
IWS
46
Insight Wealth Strategies
California
$386K +$395K +15,042 New
IAN
47
Integrated Advisors Network
Texas
$363K +$371K +14,126 New
BFA
48
Beacon Financial Advisory
Ohio
$298K +$305K +11,604 New
OMC
49
Old Mission Capital
Illinois
$259K +$265K +10,100 New
WP
50
WealthSource Partners
California
$247K +$252K +9,600 New