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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
1
Columbus Macro
Pennsylvania
$10.8M +$167K +6,725 +2%
MWM
2
Meridian Wealth Management
Kentucky
$9.87M +$578K +23,267 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.42M +$69.5K +2,800 +0.7%
WWWM
4
White Wing Wealth Management
Texas
$8.59M +$521K +20,970 +6%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.36M +$582K +23,431 +8%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.85M +$396K +15,929 +5%
Bank of America
7
Bank of America
North Carolina
$6.61M +$388K +15,618 +6%
SF
8
Summit Financial
New Jersey
$5.39M +$5.37M +216,246 New
MWM
9
Modera Wealth Management
New Jersey
$5.32M +$190K +7,657 +4%
SW
10
SlateStone Wealth
Florida
$5.16M -$653K -26,309 -11%
KAS
11
Kestra Advisory Services
Texas
$5.05M +$895K +36,039 +22%
IWC
12
Integrated Wealth Concepts
Massachusetts
$4.3M +$357K +14,365 +9%
VST
13
Van Strum & Towne
California
$4.09M +$17K +684 +0.4%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.78M +$151K +6,062 +4%
CFGSD
15
Compass Financial Group (South Dakota)
South Dakota
$3.72M +$592K +23,826 +19%
PPH
16
Pure Portfolios Holdings
Oregon
$3.7M +$232K +9,327 +7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$3.51M -$131K -5,285 -4%
SWA
18
Sightline Wealth Advisors
Connecticut
$3.48M +$1.85M +74,390 +115%
MWM
19
MFG Wealth Management
Indiana
$3M +$2.98M +120,213 New
WCFP
20
White & Co Financial Planning
Washington
$2.69M +$91.7K +3,692 +4%
EL
21
Essex LLC
Illinois
$2.65M -$560K -22,543 -17%
CCA
22
Clearwater Capital Advisors
Illinois
$2.64M -$5.46K -220 -0.2%
FIA
23
Foundations Investment Advisors
Arizona
$2.62M +$144K +5,815 +6%
BAMG
24
Brand Asset Management Group
Missouri
$2.1M +$2.09M +84,118 New
Citadel Advisors
25
Citadel Advisors
Florida
$2.04M +$1.56M +62,686 +331%