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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
101
Forum Financial Management
Illinois
$457K +$197K +8,610 +77%
WCM
102
WealthBridge Capital Management
Ohio
$456K
HSA
103
HBK Sorce Advisory
Pennsylvania
$421K +$200K +8,768 +93%
FA
104
FC Advisory
Pennsylvania
$408K +$822 +36 +0.2%
CIA
105
Concurrent Investment Advisors
Florida
$405K +$90.3K +3,954 +29%
WIM
106
WealthPlan Investment Management
Nebraska
$395K -$11.8K -516 -3%
Kovitz Investment Group Partners
107
Kovitz Investment Group Partners
Illinois
$386K -$260K -11,384 -41%
ACM
108
Absolute Capital Management
Pennsylvania
$362K +$358K +15,676 New
CAL
109
Capital Analysts LLC
Pennsylvania
$359K +$27.8K +1,217 +8%
IA
110
IFP Advisors
Florida
$348K +$95.1K +4,166 +38%
SWM
111
Selective Wealth Management
Virginia
$342K -$13.5K -592 -4%
JWCA
112
J.W. Cole Advisors
Florida
$332K -$114 -5 -0%
TWM
113
Tradition Wealth Management
Minnesota
$325K -$6.42K -281 -2%
MA
114
MONECO Advisors
Connecticut
$311K +$1.55K +68 +0.5%
PP
115
Patten & Patten
Tennessee
$309K -$799 -35 -0.3%
C
116
Certuity
Florida
$304K +$3.77K +165 +1%
AC
117
AlphaCore Capital
California
$302K +$280K +12,263 +1,527%
BA
118
Bristlecone Advisors
Washington
$299K +$3.7K +162 +1%
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$298K -$25.8K -1,132 -8%
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$290K -$21K -918 -7%
CD
121
Chapin Davis
Maryland
$287K +$284K +12,450 New
LGA
122
Lebenthal Global Advisors
New York
$285K -$169K -7,386 -37%
OGF
123
Orin Green Financial
California
$284K +$281K +12,299 New
PA
124
PFG Advisors
Arizona
$283K +$280K +12,281 New
LFA
125
LGT Financial Advisors
Texas
$280K +$277K +12,119 New