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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$775K +$112K +4,360 +17%
WP
52
WealthPLAN Partners
Nebraska
$689K +$97.5K +3,812 +16%
IWC
53
Integrated Wealth Concepts
Massachusetts
$659K +$186K +7,282 +39%
KAS
54
Kestra Advisory Services
Texas
$647K +$423K +16,530 +189%
AFP
55
Ausdal Financial Partners
Iowa
$523K +$38.3K +1,496 +8%
CSIA
56
Charles Schwab Investment Advisory
California
$460K +$72.1K +2,820 +19%
CPFP
57
Clear Perspectives Financial Planning
Ohio
$458K +$63.2K +2,472 +16%
HighTower Advisors
58
HighTower Advisors
Illinois
$456K -$78.6K -3,072 -15%
HWMA
59
Heritage Wealth Management (Arizona)
Arizona
$435K +$199K +7,784 +85%
SAM
60
Smithbridge Asset Management
Pennsylvania
$419K
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$383K +$383K +14,974 New
WI
62
WBI Investments
New Jersey
$380K +$380K +14,840 New
SFO
63
Stokes Family Office
Louisiana
$348K +$348K +13,594 New
CA
64
Cetera Advisors
Colorado
$298K +$298K +11,638 New
NFG
65
Next Financial Group
Texas
$275K +$122K +4,768 +80%
ATWA
66
Arbor Trust Wealth Advisors
Michigan
$271K
CAM
67
Costello Asset Management
Pennsylvania
$261K -$25.6K -1,000 -9%
IA
68
IFP Advisors
Florida
$251K +$43.9K +1,718 +22%
CCG
69
Capital CS Group
California
$246K +$246K +9,614 New
SL
70
Savior LLC
Massachusetts
$135K +$3.38K +132 +3%
FA
71
Fortis Advisors
Pennsylvania
$87K +$60.1K +2,350 +223%
ACA
72
Atlas Capital Advisors
Wyoming
$79.8K +$79.8K +3,120 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$23K +$5.93K +232 +36%
Morgan Stanley
74
Morgan Stanley
New York
$22K +$17.6K +688 +447%
AWM
75
Avior Wealth Management
Nebraska
$17K +$16.7K +652 +1,358%