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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
51
Roundview Capital
New Jersey
$623K +$784 +32 +0.1%
C1AG
52
Client 1st Advisory Group
Florida
$613K -$17.6K -720 -3%
LAIC
53
Lederer & Associates Investment Counsel
California
$603K +$1.4K +57 +0.2%
AAS
54
Avantax Advisory Services
Texas
$597K +$33.6K +1,370 +6%
AFG
55
Atomi Financial Group
New York
$590K -$8.45K -345 -1%
CFS
56
Coordinated Financial Services
Colorado
$568K +$6.47K +264 +1%
WPC
57
Wedmont Private Capital
Pennsylvania
$551K +$6.17K +252 +1%
Creative Planning
58
Creative Planning
Kansas
$506K -$24.4K -996 -5%
LFA
59
Level Financial Advisors
New York
$490K +$487K +19,901 New
KWM
60
Kingsview Wealth Management
Oregon
$437K +$45.6K +1,860 +12%
BAM
61
Berkshire Asset Management
Pennsylvania
$435K -$3.53K -144 -0.8%
FFA
62
Farther Finance Advisors
California
$425K +$15.4K +629 +4%
CKAIS
63
Christensen King & Associates Investment Services
Washington
$423K +$612 +25 +0.1%
PWM
64
Perigon Wealth Management
California
$354K +$1.62K +66 +0.5%
LWM
65
Lodestone Wealth Management
Washington
$342K – – –
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$338K -$3.11K -127 -0.9%
FFN
67
Focus Financial Network
Minnesota
$327K +$1.94K +79 +0.6%
AF
68
Amara Financial
California
$323K -$8.16K -333 -2%
TC
69
TownSquare Capital
Utah
$306K +$304K +12,422 New
Osaic Holdings
70
Osaic Holdings
Arizona
$298K -$270K -11,044 -48%
FA
71
FDx Advisors
Illinois
$291K +$612 +25 +0.2%
CFD
72
Creative Financial Designs
Indiana
$289K +$1.71K +70 +0.6%
PGFC
73
Peapack-Gladstone Financial Corp
New Jersey
$276K – – –
WAM
74
Worth Asset Management
Texas
$271K – – –
GSEP
75
Golden State Equity Partners
California
$263K +$34.3K +1,400 +15%