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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Teamwork Financial Advisors
Texas
$296K -$89.1K -3,726 -23%
AF
52
Advisornet Financial
Minnesota
$285K -$38.6K -1,614 -12%
CA
53
Cetera Advisors
Colorado
$275K
KAS
54
Kestra Advisory Services
Texas
$253K -$117K -4,906 -32%
ATWA
55
Arbor Trust Wealth Advisors
Michigan
$229K
T
56
TCWP
Ohio
$226K -$266K -11,132 -54%
QWM
57
Quaker Wealth Management
New Jersey
$220K +$222K +9,268 New
MFA
58
Mayflower Financial Advisors
Massachusetts
$215K
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$204K -$72.2K -3,020 -26%
BAM
60
Belpointe Asset Management
Nevada
$200K -$2.44K -102 -1%
CF
61
Centaurus Financial
California
$160K -$97.3K -4,070 -38%
CA
62
CoreCap Advisors
Michigan
$127K -$158K -6,608 -55%
SAM
63
Strategic Asset Management
Minnesota
$114K -$2.34K -98 -2%
RCC
64
Red Cedar Capital
Nebraska
$112K
IA
65
IFP Advisors
Florida
$107K
WWP
66
WR Wealth Planners
Missouri
$101K -$11.1K -464 -10%
ZIG
67
Zullo Investment Group
Pennsylvania
$76K -$21.2K -886 -22%
ACA
68
Atlas Capital Advisors
Wyoming
$74.1K
PA
69
Parallel Advisors
California
$45K +$45K +1,880 New
GEA
70
Glen Eagle Advisors
New Jersey
$39K
UBS Group
71
UBS Group
Switzerland
$27K -$55.9K -2,336 -67%
PFS
72
Prospera Financial Services
Texas
$20K -$143K -5,966 -88%
Morgan Stanley
73
Morgan Stanley
New York
$19K -$11.8K -492 -38%
CTC
74
Central Trust Company
Missouri
$11K +$11.4K +476 New
BMD
75
Better Money Decisions
New Mexico
$10K +$9.99K +418 New