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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Mission Wealth Management
California
$272K +$272K +12,013 New
LPAM
152
Lodestar Private Asset Management
California
$272K
WFL
153
Wealth Forward LLC
North Dakota
$267K +$267K +11,799 New
AWAG
154
ARS Wealth Advisors Group
Florida
$261K +$261K +11,507 New
BPA
155
Beacon Pointe Advisors
California
$254K +$255K +11,239 New
PI
156
PFG Investments
New York
$245K +$14.5K +642 +6%
AQR Capital Management
157
AQR Capital Management
Connecticut
$245K +$14.3K +631 +6%
GFP
158
Guardian Financial Partners
California
$244K -$17.6K -777 -7%
TC
159
Trilogy Capital
California
$239K -$352K -15,540 -60%
QCM
160
Quantinno Capital Management
New York
$239K +$26.3K +1,161 +12%
MSS
161
Mitchell Sinkler & Starr
Pennsylvania
$235K -$20.4K -900 -8%
ACA
162
Aptus Capital Advisors
Alabama
$234K +$86.7K +3,829 +59%
SC
163
SouthState Corp
Florida
$230K
HSA
164
HBK Sorce Advisory
Pennsylvania
$226K
UCFA
165
United Capital Financial Advisors
Texas
$224K -$57K -2,515 -20%
CWP
166
Concord Wealth Partners
Virginia
$223K
SLWA
167
San Luis Wealth Advisors
California
$222K +$17.6K +776 +9%
US Bancorp
168
US Bancorp
Minnesota
$222K +$7.81K +345 +4%
PGFC
169
Peapack-Gladstone Financial Corp
New Jersey
$219K
SWM
170
Selective Wealth Management
Virginia
$218K -$39.6K -1,748 -15%
BJL
171
Brighton Jones LLC
Washington
$215K +$1.56K +69 +0.7%
SA
172
Sovran Advisors
California
$215K +$218K +9,607 New
SPIA
173
Steward Partners Investment Advisory
New York
$214K +$50.1K +2,214 +31%
IAA
174
Independent Advisor Alliance
North Carolina
$213K -$78K -3,443 -27%
Financial Engines Advisors
175
Financial Engines Advisors
California
$208K +$2.76K +122 +1%