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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
101
Vident Advisory
Georgia
$635K -$3.43M -151,320 -84%
CKAIS
102
Christensen King & Associates Investment Services
Washington
$632K
MWM
103
Meridian Wealth Management
Kentucky
$623K +$53.4K +2,356 +9%
FFA
104
Farther Finance Advisors
California
$613K +$425K +18,756 +225%
EAN
105
Excelsior Advisor Network
Colorado
$610K +$610K +26,959 New
JF
106
Joule Financial
Kentucky
$573K
PS
107
Principal Securities
Iowa
$549K +$47.6K +2,104 +10%
PCWA
108
Pacific Capital Wealth Advisors
California
$546K -$8.4K -371 -2%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$545K +$13K +573 +2%
WCM
110
WealthBridge Capital Management
Ohio
$536K +$22.6K +1,000 +4%
EWA
111
EP Wealth Advisors
California
$525K +$230K +10,155 +78%
RF
112
Rossby Financial
Florida
$525K +$308K +13,580 +142%
SC
113
Scotia Capital
Ontario, Canada
$489K +$134K +5,901 +38%
WA
114
Waverly Advisors
Alabama
$488K -$20.1K -888 -4%
BCM
115
Brookstone Capital Management
Illinois
$469K +$22.7K +1,001 +5%
VA
116
Valmark Advisers
Ohio
$459K
CCG
117
Ceeto Capital Group
Florida
$453K
JWM
118
Jupiter Wealth Management
Colorado
$453K
ACM
119
Andina Capital Management
Utah
$450K -$1.99M -87,716 -82%
FFM
120
Forum Financial Management
Illinois
$449K
AAS
121
Asset Allocation Strategies
Michigan
$444K -$6.14K -271 -1%
Betterment LLC
122
Betterment LLC
New York
$442K +$144K +6,345 +48%
CWMGO
123
Capstone Wealth Management Group (Oregon)
Oregon
$426K +$102K +4,522 +32%
HI
124
Harbour Investments
Wisconsin
$423K +$7.11K +314 +2%
FA
125
FC Advisory
Pennsylvania
$403K +$838 +37 +0.2%