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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$350K +$30.4K +1,224 +9%
LWM
77
Lodestone Wealth Management
Washington
$343K – – –
DBRC
78
D.B. Root & Company
Pennsylvania
$338K +$107K +4,319 +46%
FA
79
FDx Advisors
Illinois
$324K +$4.13K +166 +1%
SAI
80
Savvy Advisors Inc
New York
$310K +$34.1K +1,371 +12%
MFA
81
Mayflower Financial Advisors
Massachusetts
$296K +$26.3K +1,056 +10%
FFN
82
Focus Financial Network
Minnesota
$281K -$27K -1,087 -9%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$277K – – –
IWC
84
Integrated Wealth Concepts
Massachusetts
$271K +$47.4K +1,904 +21%
BPA
85
Beacon Pointe Advisors
California
$266K +$4.38K +176 +2%
NAG
86
Northstar Advisory Group
New Jersey
$231K – – –
BWP
87
Burling Wealth Partners
Illinois
$228K – – –
AF
88
Amara Financial
California
$228K +$229K +9,213 New
Betterment LLC
89
Betterment LLC
New York
$224K -$316K -12,699 -58%
KA
90
Kovack Advisors
Florida
$219K +$221K +8,882 New
SC
91
SouthState Corp
Florida
$209K +$210K +8,457 New
GTAM
92
Global Trust Asset Management
Florida
$173K -$24.9K -1,000 -13%
WSFS
93
Wilmington Savings Fund Society
Delaware
$167K – – –
PA
94
Parallel Advisors
California
$148K – – –
HI
95
Harbour Investments
Wisconsin
$137K +$4.8K +193 +4%
TFG
96
Team Financial Group
California
$137K +$137K +5,526 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$124K +$115K +4,635 +1,284%
ACA
98
Aptus Capital Advisors
Alabama
$100K – – –
JFG
99
JDM Financial Group
Texas
$99.2K +$99.8K +4,012 New
HR
100
Howe & Rusling
New York
$66.4K – – –