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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBU
126
CIBC Bancorp USA
Illinois
$355K +$359K +15,668 New
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$329K +$36.2K +1,580 +12%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$327K -$23.6K -1,028 -7%
QP
129
Quartz Partners
New York
$326K
CWMGO
130
Capstone Wealth Management Group (Oregon)
Oregon
$324K +$48.3K +2,104 +17%
SFC
131
Swisher Financial Concepts
Ohio
$319K +$323K +14,065 New
ARC
132
Advisor Resource Council
Texas
$308K +$1.67K +73 +0.5%
PP
133
Patten & Patten
Tennessee
$306K +$2.04K +89 +0.7%
Betterment LLC
134
Betterment LLC
New York
$299K +$303K +13,192 New
C
135
Certuity
Florida
$298K
EWA
136
EP Wealth Advisors
California
$296K -$780 -34 -0.3%
MA
137
MONECO Advisors
Connecticut
$294K -$13.1K -573 -4%
IAA
138
Independent Advisor Alliance
North Carolina
$292K +$79K +3,443 +37%
CD
139
Chapin Davis
Maryland
$282K
UCFA
140
United Capital Financial Advisors
Texas
$281K -$619 -27 -0.2%
TWM
141
Tradition Wealth Management
Minnesota
$279K -$4.52K -197 -2%
Millennium Management
142
Millennium Management
New York
$274K +$277K +12,089 New
MBFW
143
Morton Brown Family Wealth
Pennsylvania
$273K +$2.32K +101 +0.8%
LPAM
144
Lodestar Private Asset Management
California
$272K +$275K +12,000 New
GFP
145
Guardian Financial Partners
California
$262K +$29.7K +1,295 +13%
SWM
146
Selective Wealth Management
Virginia
$260K -$77.7K -3,386 -23%
MSS
147
Mitchell Sinkler & Starr
Pennsylvania
$255K
GF
148
GTS Financial
Minnesota
$243K +$249K +10,835 New
PWAM
149
Private Wealth Asset Management
Iowa
$240K +$413 +18 +0.2%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$233K +$236K +10,288 New