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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
76
Clear Perspectives Financial Planning
Ohio
$95K -$88.2K -3,568 -48%
UBS Group
77
UBS Group
Switzerland
$84K +$78.9K +3,192 +1,165%
ACA
78
Atlas Capital Advisors
Wyoming
$75.8K – – –
DHGWA
79
Dixon Hughes Goodman Wealth Advisors
North Carolina
$67K +$67.9K +2,744 New
PFA
80
Professional Financial Advisors
Nebraska
$41K -$25.2K -1,018 -38%
GEA
81
Glen Eagle Advisors
New Jersey
$39.9K – – –
Morgan Stanley
82
Morgan Stanley
New York
$31K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$13K +$4.25K +172 +47%
AA
84
Ancora Advisors
Ohio
$9K – – –
BlackRock
85
BlackRock
New York
$7K -$40.6K -1,642 -86%
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$1.83K +74 New
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$3.69K – – –
RIM
88
Rockbridge Investment Management
New York
$1.45K +$1.48K +60 New
AWM
89
Avior Wealth Management
Nebraska
$1K -$9K -364 -83%
WWG
90
West Wealth Group
California
– -$9.33M -369,190 Closed
OWA
91
One Wealth Advisors
California
– -$5.67M -224,406 Closed
PWA
92
Physician Wealth Advisors
Utah
– -$5.43M -215,944 Closed
APW
93
Austin Private Wealth
Texas
– -$4M -158,182 Closed
SFS
94
Security Financial Services
Indiana
– -$3.57M -141,086 Closed
GGI
95
GPM Growth Investors
Michigan
– -$3.48M -137,630 Closed
SPAS
96
Spectrum Planning & Advisory Services
California
– -$3.13M -123,818 Closed
PA
97
PFG Advisors
Arizona
– -$2.14M -84,836 Closed
GCM
98
G2 Capital Management
Ohio
– -$1.74M -69,012 Closed
AR
99
Apeiron RIA
Texas
– -$1.27M -50,410 Closed
Ameriprise
100
Ameriprise
Minnesota
– -$907K -35,998 Closed