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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$598K -$477K -21,496 -44%
PWMG
77
Pinnacle Wealth Management Group
Michigan
$576K -$5.41M -243,482 -90%
DC
78
Davenport & Co
Virginia
$568K +$567K +25,552 New
JF
79
Joule Financial
Kentucky
$556K
C1AG
80
Client 1st Advisory Group
Florida
$546K +$51.3K +2,310 +10%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$527K +$526K +23,712 New
WP
82
WealthPLAN Partners
Nebraska
$525K -$439K -19,778 -46%
SF
83
Schaeffer Financial
Maryland
$522K +$54.9K +2,472 +12%
IIA
84
Integral Investment Advisors
California
$508K +$506K +22,790 New
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$503K -$226K -10,178 -31%
CWA
86
Clearview Wealth Advisors
Oregon
$491K +$115K +5,168 +31%
VA
87
Valmark Advisers
Ohio
$453K
CKAIS
88
Christensen King & Associates Investment Services
Washington
$420K -$4.71K -212 -1%
EWA
89
Emergent Wealth Advisors
New York
$406K +$406K +18,266 New
HighTower Advisors
90
HighTower Advisors
Illinois
$395K +$22.7K +1,022 +6%
FA
91
FC Advisory
Pennsylvania
$389K +$488 +22 +0.1%
MAM
92
Meeder Asset Management
Ohio
$376K -$26.7K -1,204 -7%
SFA
93
Sequoia Financial Advisors
Ohio
$352K -$46.4K -2,088 -12%
EWA
94
EP Wealth Advisors
California
$343K +$78K +3,514 +29%
TWM
95
Tradition Wealth Management
Minnesota
$335K +$322K +14,506 +2,647%
MLA
96
My Legacy Advisors
Oregon
$322K -$612K -27,556 -66%
SFS
97
Security Financial Services
Indiana
$317K -$950K -42,792 -75%
KV
98
Kickstand Ventures
New York
$316K -$463K -20,874 -60%
GWP
99
Gen-Wealth Partners
Michigan
$311K +$310K +13,978 New
RFG
100
Range Financial Group
Oregon
$297K +$297K +13,370 New