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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
101
Sequoia Financial Advisors
Ohio
$381K -$69.6K -3,096 -15%
OAJ
102
Ogorek Anthony Joseph
New York
$379K -$26.2K -1,168 -6%
MSR
103
Main Street Research
Connecticut
$362K -$30.6K -1,362 -8%
MBFW
104
Morton Brown Family Wealth
Pennsylvania
$345K +$351K +15,636 New
PWM
105
Perigon Wealth Management
California
$340K -$20.4K -909 -6%
SWM
106
Selective Wealth Management
Virginia
$340K +$517 +23 +0.1%
CFD
107
Creative Financial Designs
Indiana
$335K -$45K -2,004 -12%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$332K +$338K +15,042 New
TWM
109
Tradition Wealth Management
Minnesota
$328K -$6.92K -308 -2%
CAL
110
Capital Analysts LLC
Pennsylvania
$317K -$87.6K -3,901 -21%
HI
111
Harbour Investments
Wisconsin
$310K -$167K -7,422 -35%
Corient Private Wealth
112
Corient Private Wealth
Florida
$308K +$62.8K +2,794 +25%
MA
113
MONECO Advisors
Connecticut
$293K +$2.09K +93 +0.7%
PA
114
PFG Advisors
Arizona
$291K +$296K +13,191 New
C1AG
115
Client 1st Advisory Group
Florida
$286K -$180K -8,010 -38%
BA
116
Bristlecone Advisors
Washington
$286K +$4.72K +210 +2%
IAA
117
Independent Advisor Alliance
North Carolina
$278K +$283K +12,596 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$273K -$112K -4,983 -29%
LFG
119
Larson Financial Group
Missouri
$266K +$133K +5,920 +97%
PP
120
Patten & Patten
Tennessee
$258K
SB
121
Strategic Blueprint
Georgia
$255K -$1.7M -75,459 -87%
MML Investors Services
122
MML Investors Services
Massachusetts
$253K +$257K +11,446 New
Cerity Partners
123
Cerity Partners
New York
$247K -$461K -20,510 -65%
MSS
124
Mitchell Sinkler & Starr
Pennsylvania
$245K
GFP
125
Guardian Financial Partners
California
$231K +$235K +10,464 New