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Schwab 5-10 Year Corporate Bond ETF
SCHI

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
126
Bristlecone Advisors
Washington
$291K +$3.59K +161 +1%
AAS
127
Avantax Advisory Services
Texas
$291K +$30.3K +1,360 +12%
CIA
128
Capital Investment Advisors
Georgia
$277K +$65.1K +2,918 +32%
MSS
129
Mitchell Sinkler & Starr
Pennsylvania
$268K +$55.2K +2,475 +27%
SAW
130
Signal Advisors Wealth
Michigan
$262K +$257K +11,512 New
FFM
131
Forum Financial Management
Illinois
$255K – – –
C1AG
132
Client 1st Advisory Group
Florida
$250K -$20.9K -938 -8%
IA
133
IFP Advisors
Florida
$248K +$84.4K +3,784 +53%
GFP
134
Guardian Financial Partners
California
$240K +$11.3K +507 +5%
PI
135
PFG Investments
New York
$238K +$22 +1 +0%
SFM
136
Signet Financial Management
New Jersey
$234K -$2.59M -116,052 -92%
NA
137
NewEdge Advisors
Louisiana
$229K +$91.6K +4,104 +69%
MBFW
138
Morton Brown Family Wealth
Pennsylvania
$228K +$2.79K +125 +1%
SAI
139
Savvy Advisors Inc
New York
$228K +$223K +9,999 New
CF
140
Copperwynd Financial
Arizona
$227K +$222K +9,959 New
SB
141
Strategic Blueprint
Georgia
$214K +$210K +9,412 New
CWA
142
Clearview Wealth Advisors
Oregon
$214K -$2.14K -96 -1%
HSA
143
HBK Sorce Advisory
Pennsylvania
$214K +$210K +9,410 New
PGFC
144
Peapack-Gladstone Financial Corp
New Jersey
$212K +$208K +9,332 New
SFS
145
Sowell Financial Services
Arkansas
$207K -$17.5K -784 -8%
NP
146
NorthRock Partners
Minnesota
$206K +$145K +6,521 +258%
DWM
147
Destination Wealth Management
California
$204K +$200K +8,950 New
XT
148
XTX Topco
Cayman Islands
$201K +$197K +8,847 New
KA
149
Kovack Advisors
Florida
$201K +$197K +8,829 New
OAJ
150
Ogorek Anthony Joseph
New York
$187K -$40.3K -1,806 -18%
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