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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$488K -$77.1K -3,208 -14%
BAM
52
Berkshire Asset Management
Pennsylvania
$483K +$481K +20,008 New
KWM
53
Kingsview Wealth Management
Oregon
$479K -$58.1K -2,418 -11%
HI
54
Harbour Investments
Wisconsin
$454K +$192 +8 +0%
CKAIS
55
Christensen King & Associates Investment Services
Washington
$414K -$529 -22 -0.1%
CFD
56
Creative Financial Designs
Indiana
$410K -$1.78K -74 -0.4%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$370K +$108K +4,474 +41%
Kovitz Investment Group Partners
58
Kovitz Investment Group Partners
Illinois
$363K +$2.55K +106 +0.7%
AAS
59
Avantax Advisory Services
Texas
$354K +$22K +916 +7%
CAAS
60
Capital Asset Advisory Services
Michigan
$351K -$48.4K -2,012 -12%
AWM
61
Axxcess Wealth Management
California
$350K -$48.4K -2,012 -12%
LWM
62
Lodestone Wealth Management
Washington
$335K
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$326K -$30.6K -1,274 -9%
FFN
64
Focus Financial Network
Minnesota
$316K +$2.36K +98 +0.8%
JP Morgan Chase
65
JP Morgan Chase
New York
$308K -$3.62M -150,458 -92%
CS
66
Crescent Sterling
Louisiana
$302K -$113K -4,718 -27%
PWM
67
Perigon Wealth Management
California
$299K +$3.46K +144 +1%
FA
68
FDx Advisors
Illinois
$286K -$817 -34 -0.3%
CFS
69
Coordinated Financial Services
Colorado
$281K +$41.4K +1,724 +17%
WAM
70
Worth Asset Management
Texas
$266K -$4.28K -178 -2%
FFA
71
Farther Finance Advisors
California
$243K -$21.9K -912 -8%
GSEP
72
Golden State Equity Partners
California
$224K +$223K +9,288 New
DAS
73
Dynamic Advisor Solutions
Arizona
$210K
PA
74
Parallel Advisors
California
$155K -$5.53K -230 -3%
CF
75
Centaurus Financial
California
$101K +$101K +4,188 New