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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$1.79K -$22 -1 -1%
MWA
202
Medallion Wealth Advisors
Connecticut
$1.24K +$1.26K +56 New
IRC
203
Investors Research Corp
Georgia
$795
AIA
204
Armor Investment Advisors
North Carolina
$574 +$584 +26 New
AC
205
AlphaCore Capital
California
$441 -$89.5K -3,982 -100%
PFBT
206
Parkside Financial Bank & Trust
Missouri
$398 +$404 +18 New
CCMI
207
Creative Capital Management Investments
California
$353 +$359 +16 New
CPG
208
Cornerstone Planning Group
New Jersey
$274 -$270 -12 -50%
GWANC
209
Guardian Wealth Advisors (North Carolina)
North Carolina
$265 +$270 +12 New
FTUS
210
Flow Traders U.S.
New York
-$3.64M -157,798 Closed
ACM
211
AlphaStar Capital Management
North Carolina
-$3.23M -140,004 Closed
Renaissance Technologies
212
Renaissance Technologies
New York
-$2.3M -99,774 Closed
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
-$832K -36,046 Closed
AWS
214
Atria Wealth Solutions
New York
-$817K -35,406 Closed
KWM
215
Kingsview Wealth Management
Oregon
-$640K -27,730 Closed
WP
216
WealthPLAN Partners
Nebraska
-$445K -19,300 Closed
SFS
217
Security Financial Services
Indiana
-$347K -15,016 Closed
RIM
218
Rockbridge Investment Management
New York
-$265K -11,466 Closed
WANY
219
Wealthspire Advisors (New York)
New York
-$262K -11,340 Closed
AF
220
Advisornet Financial
Minnesota
-$246K -10,676 Closed
SSWM
221
Smith Salley Wealth Management
North Carolina
-$206K -8,926 Closed
JLBC
222
J.L. Bainbridge & Co
Florida
-$201K -8,694 Closed
CP
223
Castleview Partners
Texas
-$44.3K -1,918 Closed
RP
224
Rice Partnership
Hawaii
-$19.8K -858 Closed
JIP
225
Jaffetilchin Investment Partners
Florida
-$19.7K -854 Closed