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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
201
Blueline Advisors
New Hampshire
$42.4K -$89.9K -3,921 -68%
VWM
202
Vermillion Wealth Management
Minnesota
$39.2K -$4.17K -182 -10%
MA
203
MCF Advisors
Kentucky
$37.9K +$4.7K +205 +14%
GGI
204
Godsey & Gibb Inc
Virginia
$37K – – –
MWA
205
Medallion Wealth Advisors
Connecticut
$35.4K +$34.5K +1,506 +2,689%
HPC
206
HM Payson & Co
Maine
$34K +$34.4K +1,498 New
AAP
207
Arax Advisory Partners
Colorado
$33.7K +$32.7K +1,427 +2,378%
GCM
208
Gables Capital Management
Florida
$31.3K – – –
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$27.7K -$10.8K -470 -28%
BBHC
210
Brown Brothers Harriman & Co
New York
$27.5K – – –
CH
211
CDKV Holdings
Colorado
$26.4K – – –
PWA
212
Principia Wealth Advisory
Texas
$24.7K -$19.2K -836 -43%
DSC
213
Daytona Street Capital
Missouri
$23.8K +$24.1K +1,050 New
ADL
214
Asset Dedication LLC
California
$23.7K +$24K +1,046 New
SIM
215
Synergy Investment Management
Florida
$22.7K +$22.9K +1,000 New
GSWM
216
Golden State Wealth Management
California
$22.4K -$229 -10 -1%
KFP
217
Kerr Financial Planning
California
$21.9K +$22.1K +965 New
SIS
218
Sound Income Strategies
Florida
$21.2K +$1.1K +48 +5%
BSB
219
Bangor Savings Bank
Maine
$19.7K -$3.21K -140 -14%
CCMI
220
Creative Capital Management Investments
California
$19.6K +$5.16K +225 +35%
KA
221
Kozak & Associates
Colorado
$18.1K +$18.2K +793 New
RFP
222
Root Financial Partners
California
$16.6K -$12K -523 -42%
IAIM
223
International Assets Investment Management
Florida
$15.9K -$275 -12 -2%
SWM
224
Spire Wealth Management
Virginia
$15.7K -$2.62K -114 -14%
EWA
225
EverSource Wealth Advisors
Alabama
$14.7K – – –