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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$1.61M +$422K +18,993 +36%
SC
52
Savant Capital
Illinois
$1.52M -$113K -5,073 -7%
CW
53
CreativeOne Wealth
Kansas
$1.5M +$235K +10,554 +19%
CFG
54
Certior Financial Group
Pennsylvania
$1.44M +$243K +10,927 +21%
ACM
55
Advisors Capital Management
New Jersey
$1.4M +$50.6K +2,277 +4%
GM
56
GeoWealth Management
Illinois
$1.33M -$22.8K -1,027 -2%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.28M -$7.97M -358,655 -86%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$1.16M +$103K +4,652 +10%
Goldman Sachs
59
Goldman Sachs
New York
$1.12M +$568K +25,537 +105%
IIA
60
Integral Investment Advisors
California
$1.11M +$118K +5,288 +12%
PFA
61
Pinnacle Family Advisors
Missouri
$1.08M +$65.8K +2,957 +7%
WA
62
Waverly Advisors
Alabama
$1.04M +$149K +6,702 +17%
Morgan Stanley
63
Morgan Stanley
New York
$914K -$9.05K -407 -1%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$880K +$190K +8,566 +28%
BCI
65
Brinker Capital Investments
Pennsylvania
$873K +$110K +4,927 +15%
OPS
66
Orion Portfolio Solutions
Nebraska
$873K +$110K +4,927 +15%
HF
67
HRT Financial
New York
$863K +$854K +38,428 New
PCWA
68
Pacific Capital Wealth Advisors
California
$817K +$67 +3 +0%
BWA
69
Bestgate Wealth Advisors
Maryland
$790K +$782K +35,158 New
ANBT
70
American National Bank & Trust
Texas
$784K +$92.7K +4,167 +14%
TW
71
Transform Wealth
Colorado
$751K -$610K -27,423 -45%
CWM
72
CIBC World Markets
New York
$729K -$2.51K -113 -0.3%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$721K +$42.6K +1,918 +6%
FA
74
Flagstar Advisors
New York
$716K +$4.6K +207 +0.7%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$707K