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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
$564K +$17.3K +706 +3%
AAS
52
Avantax Advisory Services
Texas
$557K -$58.2K -2,375 -9%
CFS
53
Coordinated Financial Services
Colorado
$555K +$558K +22,774 New
WPC
54
Wedmont Private Capital
Pennsylvania
$544K -$124K -5,059 -18%
FSG
55
Financial Strategies Group
Michigan
$543K -$561K -22,882 -51%
Creative Planning
56
Creative Planning
Kansas
$525K +$3.7K +151 +0.7%
BAM
57
Berkshire Asset Management
Pennsylvania
$438K -$51.7K -2,112 -11%
FFAS
58
FIG Financial Advisory Services
Oklahoma
$434K +$437K +17,824 New
CKAIS
59
Christensen King & Associates Investment Services
Washington
$417K +$3.14K +128 +0.8%
FFA
60
Farther Finance Advisors
California
$406K +$87.3K +3,562 +27%
FTUS
61
Flow Traders U.S.
New York
$391K -$1.17M -47,564 -75%
KWM
62
Kingsview Wealth Management
Oregon
$387K -$9.8K -400 -2%
HI
63
Harbour Investments
Wisconsin
$355K -$104K -4,263 -23%
PWM
64
Perigon Wealth Management
California
$349K +$49.4K +2,017 +16%
LWM
65
Lodestone Wealth Management
Washington
$338K
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$338K +$8.82K +360 +3%
AF
67
Amara Financial
California
$328K +$329K +13,439 New
FFN
68
Focus Financial Network
Minnesota
$322K +$3.31K +135 +1%
JP Morgan Chase
69
JP Morgan Chase
New York
$311K -$5.64K -230 -2%
Luther King Capital Management (LKCM)
70
Luther King Capital Management (LKCM)
Texas
$302K
FA
71
FDx Advisors
Illinois
$287K +$441 +18 +0.2%
CFD
72
Creative Financial Designs
Indiana
$284K +$3.01K +123 +1%
PGFC
73
Peapack-Gladstone Financial Corp
New Jersey
$273K
WAM
74
Worth Asset Management
Texas
$269K
MFA
75
Mayflower Financial Advisors
Massachusetts
$249K +$20.4K +834 +9%