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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Worth Asset Management
Texas
$445K +$47.1K +1,990 +12%
AWM
52
Axxcess Wealth Management
California
$432K -$97.3K -4,110 -19%
CAAS
53
Capital Asset Advisory Services
Michigan
$432K -$97.3K -4,110 -19%
CKAIS
54
Christensen King & Associates Investment Services
Washington
$428K +$418K +17,674 New
CFD
55
Creative Financial Designs
Indiana
$410K -$160K -6,740 -28%
CS
56
Crescent Sterling
Louisiana
$401K +$6.82K +288 +2%
Kovitz Investment Group Partners
57
Kovitz Investment Group Partners
Illinois
$359K +$3.03K +128 +0.9%
FFN
58
Focus Financial Network
Minnesota
$355K +$6.91K +292 +2%
LWM
59
Lodestone Wealth Management
Washington
$336K -$32.1K -1,358 -9%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$329K -$69.8K -2,948 -18%
AAS
61
Avantax Advisory Services
Texas
$327K +$51.4K +2,170 +19%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$272K -$210K -8,878 -44%
CIA
63
Cape Investment Advisory
Georgia
$254K +$79.3K +3,350 +47%
CA
64
Cetera Advisors
Colorado
$243K +$238K +10,050 New
FA
65
FDx Advisors
Illinois
$233K +$228K +9,638 New
GSEP
66
Golden State Equity Partners
California
$226K +$221K +9,340 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$222K +$218K +9,196 New
DAS
68
Dynamic Advisor Solutions
Arizona
$209K
MHB
69
Midwest Heritage Bank
Iowa
$207K -$1.51K -64 -0.7%
PA
70
Parallel Advisors
California
$191K +$187K +7,880 New
IA
71
IFP Advisors
Florida
$112K +$7.38K +312 +7%
CF
72
Centaurus Financial
California
$101K +$99.1K +4,188 New
AA
73
Ancora Advisors
Ohio
$83.4K
CAS
74
Coppell Advisory Solutions
Texas
$46.1K +$45.1K +1,906 New
SAM
75
Smartleaf Asset Management
Massachusetts
$44.4K +$43.5K +1,838 New