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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
76
Focus Financial Network
Minnesota
$310K -$54.6K -2,192 -15%
GSEP
77
Golden State Equity Partners
California
$286K
Jane Street
78
Jane Street
New York
$285K +$285K +11,427 New
PGFC
79
Peapack-Gladstone Financial Corp
New Jersey
$279K
SAI
80
Savvy Advisors Inc
New York
$278K +$42K +1,685 +18%
MFA
81
Mayflower Financial Advisors
Massachusetts
$272K +$15.8K +633 +6%
RFP
82
RCS Financial Planning
Maryland
$266K -$21K -843 -7%
BPA
83
Beacon Pointe Advisors
California
$264K
DBRC
84
D.B. Root & Company
Pennsylvania
$233K +$20.4K +820 +10%
NAG
85
Northstar Advisory Group
New Jersey
$233K +$233K +9,343 New
BWP
86
Burling Wealth Partners
Illinois
$230K -$4.98K -200 -2%
IWC
87
Integrated Wealth Concepts
Massachusetts
$226K -$4.07M -163,470 -95%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$213K -$7.65K -307 -3%
W
89
WorthPointe
California
$212K +$213K +8,532 New
MWM
90
Maridea Wealth Management
New York
$208K -$1.67K -67 -0.8%
WI
91
WBI Investments
New Jersey
$208K -$1.67K -67 -0.8%
GTAM
92
Global Trust Asset Management
Florida
$199K +$49.8K +2,000 +33%
WSFS
93
Wilmington Savings Fund Society
Delaware
$168K +$33.6K +1,350 +25%
PA
94
Parallel Advisors
California
$149K
HI
95
Harbour Investments
Wisconsin
$133K +$4.78K +192 +4%
ACA
96
Aptus Capital Advisors
Alabama
$101K -$37.4K -1,501 -27%
VWA
97
VSM Wealth Advisory
Maryland
$75.5K
HR
98
Howe & Rusling
New York
$66.9K +$66.9K +2,686 New
AA
99
Ancora Advisors
Ohio
$64.8K
CFD
100
Creative Financial Designs
Indiana
$64.7K -$232K -9,328 -78%