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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
126
PFG Investments
New York
$235K +$14.1K +632 +6%
DFG
127
Delta Financial Group
New Jersey
$230K +$2.05K +92 +0.9%
SPIA
128
Steward Partners Investment Advisory
New York
$227K +$224K +10,093 New
LFG
129
Larson Financial Group
Missouri
$227K -$43.4K -1,950 -16%
GFP
130
Guardian Financial Partners
California
$225K -$9.7K -436 -4%
OAJ
131
Ogorek Anthony Joseph
New York
$225K -$159K -7,134 -42%
SFS
132
Sowell Financial Services
Arkansas
$222K -$11.8K -531 -5%
MBFW
133
Morton Brown Family Wealth
Pennsylvania
$222K -$128K -5,745 -37%
CWA
134
Clearview Wealth Advisors
Oregon
$214K -$11.9K -535 -5%
MSS
135
Mitchell Sinkler & Starr
Pennsylvania
$209K -$40K -1,800 -16%
CIA
136
Capital Investment Advisors
Georgia
$208K +$206K +9,260 New
EWA
137
EQ Wealth Advisors
Texas
$175K -$41.5K -1,866 -19%
EWA
138
EP Wealth Advisors
California
$162K +$50.9K +2,288 +47%
IA
139
IFP Advisors
Florida
$160K +$84.6K +3,804 +114%
PS
140
Principal Securities
Iowa
$160K
ACA
141
Aptus Capital Advisors
Alabama
$159K +$12K +540 +8%
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$155K +$138K +6,213 +726%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$142K +$8.21K +369 +6%
HR
144
Howe & Rusling
New York
$139K +$118K +5,326 +604%
Wells Fargo
145
Wells Fargo
California
$134K +$4.34K +195 +3%
NA
146
NewEdge Advisors
Louisiana
$133K -$712 -32 -0.5%
1IA
147
1620 Investment Advisors
Massachusetts
$107K
RWM
148
Rialto Wealth Management
New York
$103K
S
149
SignatureFD
Georgia
$102K
DJSG
150
D.J. St. Germain
Massachusetts
$99.5K +$98.5K +4,430 New