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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
126
Compass Financial Management
Florida
$397K +$397K +17,532 New
JWCA
127
J.W. Cole Advisors
Florida
$385K +$385K +16,990 New
SFA
128
Sequoia Financial Advisors
Ohio
$374K -$150K -6,635 -29%
WIM
129
WealthPlan Investment Management
Nebraska
$373K +$5.82K +257 +2%
CBU
130
CIBC Bancorp USA
Illinois
$371K +$16.1K +713 +5%
SWASL
131
Spartan Wealth Advisory Services LLC
Michigan
$368K +$6.79K +300 +2%
CAL
132
Capital Analysts LLC
Pennsylvania
$359K -$3.94K -174 -1%
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$328K
QP
134
Quartz Partners
New York
$325K
PCM
135
Parsons Capital Management
Rhode Island
$324K +$324K +14,293 New
SWM
136
Steelhead Wealth Management
Virginia
$321K +$321K +14,187 New
P
137
&Partners
Tennessee
$319K -$37.4K -1,650 -10%
SFC
138
Swisher Financial Concepts
Ohio
$318K
IC
139
IEQ Capital
California
$313K +$313K +13,809 New
PP
140
Patten & Patten
Tennessee
$306K
AAS
141
Ameritas Advisory Services
Nebraska
$301K +$301K +13,300 New
ARC
142
Advisor Resource Council
Texas
$298K -$8.74K -386 -3%
C
143
Certuity
Florida
$297K
MA
144
MONECO Advisors
Connecticut
$295K +$1.38K +61 +0.5%
SF
145
Schaeffer Financial
Maryland
$289K +$290K +12,786 New
XT
146
XTX Topco
Cayman Islands
$289K +$289K +12,750 New
CD
147
Chapin Davis
Maryland
$282K
EIA
148
Edgemoor Investment Advisors
Maryland
$281K +$282K +12,433 New
TWM
149
Tradition Wealth Management
Minnesota
$279K +$181 +8 +0.1%
MBFW
150
Morton Brown Family Wealth
Pennsylvania
$276K +$3.4K +150 +1%