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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
151
D.J. St. Germain
Massachusetts
$99.5K +$98.5K +4,430 New
CCM
152
Coldstream Capital Management
Washington
$96.4K +$95.5K +4,293 New
MHR
153
Matthew Hamilton Rosenberg
$92.8K +$3.02K +136 +3%
AWM
154
AE Wealth Management
Kansas
$81.5K -$60.3K -2,714 -43%
MG
155
MilWealth Group
Wisconsin
$70K – – –
GWM
156
Geneos Wealth Management
Colorado
$65.8K +$58.9K +2,649 +946%
FFA
157
Farther Finance Advisors
California
$64K -$1.76K -79 -3%
AF
158
Allworth Financial
California
$61.6K +$30K +1,348 +95%
APW
159
Aventura Private Wealth
Florida
$57.3K – – –
NP
160
NorthRock Partners
Minnesota
$56.7K +$511 +23 +0.9%
CA
161
Continuum Advisory
Idaho
$53.8K +$53.3K +2,396 New
HIA
162
Harbor Investment Advisory
Maryland
$53.6K – – –
CFO
163
CVA Family Office
Colorado
$51.2K +$156 +7 +0.3%
BSB
164
Bangor Savings Bank
Maine
$37.5K -$200 -9 -0.5%
VWA
165
Valued Wealth Advisors
Utah
$32.6K +$32.2K +1,450 New
GCM
166
Gables Capital Management
Florida
$30.9K – – –
MA
167
MCF Advisors
Kentucky
$30.5K – – –
T
168
Transce3nd
Texas
$30.3K +$30K +1,351 New
AIC
169
Archer Investment Corporation
Indiana
$28.5K – – –
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$26K -$6.4K -288 -20%
EWP
171
Elevation Wealth Partners
California
$25.1K – – –
GGI
172
Godsey & Gibb Inc
Virginia
$23.9K – – –
GWSG
173
GPS Wealth Strategies Group
Colorado
$23.6K +$22 +1 +0.1%
SWM
174
Spire Wealth Management
Virginia
$23.1K +$200 +9 +0.9%
IHWM
175
Iron Horse Wealth Management
Iowa
$21.8K – – –