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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
151
MAI Capital Management
Ohio
$159K +$47.1K +2,044 +42%
NSIM
152
North Star Investment Management
Illinois
$151K +$152K +6,577 New
SPIA
153
Steward Partners Investment Advisory
New York
$151K +$81.7K +3,542 +118%
ACA
154
Aptus Capital Advisors
Alabama
$149K -$59.7K -2,588 -28%
EWA
155
EQ Wealth Advisors
Texas
$147K +$148K +6,408 New
PSB
156
Piscataqua Savings Bank
New Hampshire
$144K +$144K +6,263 New
AF
157
Allworth Financial
California
$141K +$69.8K +3,029 +98%
BA
158
Blueline Advisors
New Hampshire
$133K +$133K +5,789 New
GRP
159
Global Retirement Partners
California
$125K +$124K +5,392 +8,295%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$111K +$89.6K +3,885 +416%
1IA
161
1620 Investment Advisors
Massachusetts
$110K -$6.34K -275 -5%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$107K +$2.37K +103 +2%
BCWM
163
Bartlett & Co Wealth Management
Ohio
$103K -$9.24K -401 -8%
AA
164
Ancora Advisors
Ohio
$97.6K +$98K +4,250 New
NS
165
NBC Securities
Alabama
$95.4K -$138 -6 -0.1%
W
166
WealthCollab
Washington
$92.4K +$92.7K +4,022 New
POIA
167
Pin Oak Investment Advisors
Texas
$91K
S
168
SignatureFD
Georgia
$86.7K
LFG
169
Larson Financial Group
Missouri
$78.5K -$48.3K -2,096 -38%
SGK
170
Steigerwald Gordon & Koch
Virginia
$73.4K +$46K +1,997 +167%
MG
171
MilWealth Group
Wisconsin
$71.6K
PP
172
PFS Partners
New Jersey
$67.7K
SG
173
Sankala Group
Colorado
$61K +$60.5K +2,624 New
APW
174
Aventura Private Wealth
Florida
$58.6K
RWM
175
Rialto Wealth Management
New York
$58.3K -$46.9K -2,036 -45%