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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
126
Tradition Wealth Management
Minnesota
$287K -$36.7K -1,593 -11%
CD
127
Chapin Davis
Maryland
$286K
UCFA
128
United Capital Financial Advisors
Texas
$285K +$286K +12,410 New
CWMGO
129
Capstone Wealth Management Group (Oregon)
Oregon
$280K +$281K +12,174 New
Cerity Partners
130
Cerity Partners
New York
$276K +$277K +12,002 New
MBFW
131
Morton Brown Family Wealth
Pennsylvania
$274K +$31.3K +1,356 +13%
IAS
132
Integrity Advisory Solutions
Texas
$272K +$20.4K +885 +8%
MSS
133
Mitchell Sinkler & Starr
Pennsylvania
$259K -$11.5K -500 -4%
PGFC
134
Peapack-Gladstone Financial Corp
New Jersey
$248K
PWAM
135
Private Wealth Asset Management
Iowa
$243K +$244K +10,565 New
GFP
136
Guardian Financial Partners
California
$236K -$69 -3 -0%
HSA
137
HBK Sorce Advisory
Pennsylvania
$233K -$186K -8,058 -44%
PI
138
PFG Investments
New York
$232K +$12.3K +535 +6%
CWP
139
Concord Wealth Partners
Virginia
$226K +$692 +30 +0.3%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$225K +$226K +9,800 New
Financial Engines Advisors
141
Financial Engines Advisors
California
$216K -$12.1M -524,335 -98%
IAA
142
Independent Advisor Alliance
North Carolina
$216K +$217K +9,424 New
CWA
143
Clearview Wealth Advisors
Oregon
$213K +$214K +9,289 New
KA
144
Kovack Advisors
Florida
$211K +$8.14K +353 +4%
SFS
145
Sowell Financial Services
Arkansas
$209K -$254 -11 -0.1%
Empower Advisory Group
146
Empower Advisory Group
Colorado
$204K +$204K +8,860 New
JWCA
147
J.W. Cole Advisors
Florida
$198K +$18.6K +807 +6%
HI
148
Harbour Investments
Wisconsin
$188K -$7.08K -307 -4%
FFA
149
Farther Finance Advisors
California
$188K +$113K +4,903 +150%
AWM
150
AE Wealth Management
Kansas
$188K -$18.9K -822 -9%