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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
$2.96K +$1.13K +51 +63%
SL
202
Salomon & Ludwin
Virginia
$2.65K – – –
CAM
203
Costello Asset Management
Pennsylvania
$2.25K +$2.22K +100 New
GI
204
GAMMA Investing
California
$2.04K +$2.02K +91 New
MWA
205
Medallion Wealth Advisors
Connecticut
$1.26K – – –
IRC
206
Investors Research Corp
Georgia
$809 – – –
CFFP
207
Center for Financial Planning
Michigan
$652 +$645 +29 New
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$584 +$578 +26 New
NC
209
North Capital
Utah
$562 +$556 +25 New
LWMI
210
Legacy Wealth Management (Idaho)
Idaho
$450 +$445 +20 New
PFBT
211
Parkside Financial Bank & Trust
Missouri
$408 – – –
GSWM
212
Golden State Wealth Management
California
$404 -$13.1K -590 -97%
CCMI
213
Creative Capital Management Investments
California
$359 – – –
CPG
214
Cornerstone Planning Group
New Jersey
$276 – – –
SAM
215
Smartleaf Asset Management
Massachusetts
$224 +$222 +10 New
DWP
216
Destiny Wealth Partners
Florida
– -$12.3M -555,188 Closed
VBFP
217
Valtinson Bruner Financial Planning
Minnesota
– -$2.21M -100,007 Closed
CI
218
CacheTech Inc
Utah
– -$1.92M -87,078 Closed
RL
219
Retireful LLC
Michigan
– -$1.73M -78,200 Closed
AWM
220
Adams Wealth Management
Utah
– -$1.7M -76,853 Closed
NP
221
Nilsine Partners
Colorado
– -$1.6M -72,549 Closed
NAM
222
NorthCrest Asset Manangement
Minnesota
– -$1.42M -64,229 Closed
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
– -$997K -45,193 Closed
Jane Street
224
Jane Street
New York
– -$760K -34,453 Closed
KAS
225
Kestra Advisory Services
Texas
– -$584K -26,444 Closed