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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$559K +$17.1K +698 +3%
FSG
52
Financial Strategies Group
Michigan
$557K +$547K +22,308 +97%
Osaic Holdings
53
Osaic Holdings
Arizona
$556K +$54.3K +2,212 +11%
Creative Planning
54
Creative Planning
Kansas
$531K +$22.6K +922 +5%
BAM
55
Berkshire Asset Management
Pennsylvania
$483K
HI
56
Harbour Investments
Wisconsin
$467K +$196 +8 +0%
VDBMI
57
Van Den Berg Management I
Texas
$434K +$429K +17,496 New
OMC
58
Old Mission Capital
Illinois
$428K -$1.45M -58,952 -77%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$426K +$44.9K +1,830 +12%
CKAIS
60
Christensen King & Associates Investment Services
Washington
$423K -$2.65K -108 -0.6%
KWM
61
Kingsview Wealth Management
Oregon
$404K -$87.5K -3,568 -18%
BCM
62
Brookstone Capital Management
Illinois
$390K -$299K -12,190 -44%
HF
63
HRT Financial
New York
$389K +$385K +15,700 New
LWM
64
Lodestone Wealth Management
Washington
$344K
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$335K
FFA
66
Farther Finance Advisors
California
$325K +$73.4K +2,994 +30%
FFN
67
Focus Financial Network
Minnesota
$324K +$1.72K +70 +0.5%
JP Morgan Chase
68
JP Morgan Chase
New York
$322K +$5.54K +226 +2%
SGAM
69
Stephens Group Asset Management
Arkansas
$311K +$308K +12,536 New
PWM
70
Perigon Wealth Management
California
$304K -$2.8K -114 -0.9%
FA
71
FDx Advisors
Illinois
$292K -$2.26K -92 -0.8%
CFD
72
Creative Financial Designs
Indiana
$286K -$134K -5,450 -32%
PGFC
73
Peapack-Gladstone Financial Corp
New Jersey
$278K +$275K +11,220 New
Cerity Partners
74
Cerity Partners
New York
$274K +$271K +11,028 New
WAM
75
Worth Asset Management
Texas
$273K