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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$406K -$11.9K -482 -3%
HWMA
52
Heritage Wealth Management (Arizona)
Arizona
$402K +$409K +16,550 New
TFA
53
Teamwork Financial Advisors
Texas
$394K -$943K -38,132 -70%
KAS
54
Kestra Advisory Services
Texas
$378K -$158K -6,396 -29%
Creative Planning
55
Creative Planning
Kansas
$336K +$74.7K +3,020 +28%
AF
56
Advisornet Financial
Minnesota
$330K -$1.71M -69,176 -84%
5L
57
55I LLC
Massachusetts
$326K -$28.1M -1,136,098 -99%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$298K +$33.8K +1,366 +13%
CA
59
CoreCap Advisors
Michigan
$290K -$211K -8,532 -42%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$282K -$1.34M -54,208 -82%
CA
61
Cetera Advisors
Colorado
$282K
FI
62
FIDELIS iM
Oregon
$265K +$270K +10,932 New
CF
63
Centaurus Financial
California
$262K -$2.39M -96,630 -90%
ATWA
64
Arbor Trust Wealth Advisors
Michigan
$234K
MFA
65
Mayflower Financial Advisors
Massachusetts
$220K -$131K -5,284 -37%
RFN
66
RDA Financial Network
Iowa
$212K +$216K +8,746 New
SWA
67
Stratos Wealth Advisors
Ohio
$210K -$2.85M -115,052 -93%
BAM
68
Belpointe Asset Management
Nevada
$207K -$777K -31,424 -79%
PFS
69
Prospera Financial Services
Texas
$165K -$40.1K -1,622 -19%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$130K +$4.4K +178 +3%
SAM
71
Strategic Asset Management
Minnesota
$119K -$249K -10,050 -67%
WWP
72
WR Wealth Planners
Missouri
$114K +$116K +4,698 New
RCC
73
Red Cedar Capital
Nebraska
$114K
IA
74
IFP Advisors
Florida
$107K -$82.5K -3,334 -44%
ZIG
75
Zullo Investment Group
Pennsylvania
$99K +$65.3K +2,640 +185%