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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
Roundview Capital
New Jersey
$635K -$35.8K -1,508 -5%
KWM
27
Kingsview Wealth Management
Oregon
$607K -$309K -13,008 -34%
CAAS
28
Capital Asset Advisory Services
Michigan
$527K -$11.8K -496 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$507K -$48.8K -2,056 -9%
CFGSD
30
Compass Financial Group (South Dakota)
South Dakota
$488K +$191K +8,034 +64%
FSG
31
Financial Strategies Group
Michigan
$457K -$51.5K -2,170 -10%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$447K -$211K -8,904 -32%
HI
33
Harbour Investments
Wisconsin
$444K +$47 +2 +0%
WAM
34
Worth Asset Management
Texas
$402K +$73.8K +3,112 +22%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$391K
CFS
36
Cannon Financial Strategists
Georgia
$389K
Ameriprise
37
Ameriprise
Minnesota
$382K +$118K +4,976 +44%
CS
38
Crescent Sterling
Louisiana
$379K +$11.4K +480 +3%
CFD
39
Creative Financial Designs
Indiana
$376K -$17K -716 -4%
LWM
40
Lodestone Wealth Management
Washington
$360K
Kovitz Investment Group Partners
41
Kovitz Investment Group Partners
Illinois
$346K +$348K +14,644 New
FFN
42
Focus Financial Network
Minnesota
$340K +$90.6K +3,818 +36%
MHB
43
Midwest Heritage Bank
Iowa
$331K -$77.1K -3,250 -19%
LPL Financial
44
LPL Financial
California
$289K +$290K +12,208 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$281K -$565K -23,820 -67%
DAS
46
Dynamic Advisor Solutions
Arizona
$252K +$22.3K +940 +10%
T
47
TNF
Montana
$241K
CAN
48
Cetera Advisor Networks
California
$229K -$21.7K -916 -9%
AAS
49
Avantax Advisory Services
Texas
$227K +$228K +9,610 New
QWM
50
Quaker Wealth Management
New Jersey
$209K