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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
76
Mayflower Financial Advisors
Massachusetts
$233K +$230K +9,378 New
GSEP
77
Golden State Equity Partners
California
$230K – – –
Luther King Capital Management (LKCM)
78
Luther King Capital Management (LKCM)
Texas
$225K – – –
DAS
79
Dynamic Advisor Solutions
Arizona
$215K – – –
PCS
80
Private Client Services
Kentucky
$207K +$204K +8,336 New
CS
81
Crescent Sterling
Louisiana
$202K -$107K -4,356 -35%
Morgan Stanley
82
Morgan Stanley
New York
$183K +$181K +7,392 +369,600%
PA
83
Parallel Advisors
California
$149K -$9.91K -404 -6%
WSFS
84
Wilmington Savings Fund Society
Delaware
$134K +$132K +5,400 New
CF
85
Centaurus Financial
California
$104K – – –
AA
86
Ancora Advisors
Ohio
$85.5K – – –
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$52K -$4.91K -200 -9%
CAS
88
Coppell Advisory Solutions
Texas
$42.7K – – –
CA
89
CoreCap Advisors
Michigan
$38.5K +$38.1K +1,554 New
AF
90
Advisornet Financial
Minnesota
$36.7K – – –
AWM
91
Avior Wealth Management
Nebraska
$30.3K – – –
WWP
92
WR Wealth Planners
Missouri
$22.1K -$49 -2 -0.2%
PFM
93
Phillips Financial Management
Indiana
$21.7K +$21.5K +876 New
ACA
94
Aptus Capital Advisors
Alabama
$10.4K +$20.5K +836 New
BIM
95
Breakwater Investment Management
Washington
$10.1K – – –
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$9.95K +$98 +4 +1%
US Bancorp
97
US Bancorp
Minnesota
$5.95K +$5.89K +240 New
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$3.69K -$2.85K -116 -44%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$1.44K +$1.42K +58 New