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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
51
Firethorn Wealth Partners
Georgia
– -$893K -34,782 Closed
CAS
52
Cascadia Advisory Services
Oregon
– -$684K -26,644 Closed
RFG
53
Range Financial Group
Oregon
– -$651K -25,366 Closed
NL
54
NWAM LLC
Washington
– -$646K -25,144 Closed
TCA
55
Transcend Capital Advisors
New Jersey
– -$628K -24,402 Closed
BTWM
56
Baker Tilly Wealth Management
Wisconsin
– -$560K -21,790 Closed
WFC
57
Western Financial Corp
California
– -$458K -17,836 Closed
WP
58
WealthPLAN Partners
Nebraska
– -$418K -16,130 Closed
PFA
59
Pinnacle Family Advisors
Missouri
– -$401K -15,612 Closed
IWS
60
Insight Wealth Strategies
California
– -$386K -15,042 Closed
BFA
61
Beacon Financial Advisory
Ohio
– -$298K -11,604 Closed
WP
62
WealthSource Partners
California
– -$247K -9,600 Closed
AFP
63
Ausdal Financial Partners
Iowa
– -$243K -9,450 Closed
IWC
64
Integrated Wealth Concepts
Massachusetts
– -$221K -8,610 Closed
UBS Group
65
UBS Group
Switzerland
– -$162K -6,310 Closed
SFS
66
Sowell Financial Services
Arkansas
– -$84K -3,250 Closed
SL
67
Savior LLC
Massachusetts
– -$63K -2,456 Closed
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
– -$13K -520 Closed
APWA
69
Atlas Private Wealth Advisors
New Jersey
– -$9K -338 Closed
AssetMark Inc
70
AssetMark Inc
California
– -$3K -132 Closed