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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1
Hamrick Investment Counsel
Washington
$16.6M +$16.6M +666,047 New
HIC
2
Hartline Investment Corp
Illinois
$14.4M +$13.9M +558,665 +3,000%
CM
3
Columbus Macro
Pennsylvania
$11.1M +$318K +12,767 +3%
WWWM
4
White Wing Wealth Management
Texas
$10.6M +$2.04M +81,743 +24%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.99M +$579K +23,260 +6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.62M +$1.28M +51,188 +15%
SW
7
SlateStone Wealth
Florida
$8.52M +$3.38M +135,514 +66%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$8.26M +$404K +16,217 +5%
CIA
9
Cape Investment Advisory
Georgia
$8.08M +$8.08M +324,433 New
MWM
10
Meridian Wealth Management
Kentucky
$7.34M -$2.52M -101,195 -26%
Bank of America
11
Bank of America
North Carolina
$6.91M +$311K +12,469 +5%
SWA
12
Sightline Wealth Advisors
Connecticut
$6.23M +$2.76M +110,827 +80%
SF
13
Summit Financial
New Jersey
$5.58M +$192K +7,705 +4%
MWM
14
Modera Wealth Management
New Jersey
$5.25M -$56.6K -2,274 -1%
KAS
15
Kestra Advisory Services
Texas
$4.84M -$201K -8,049 -4%
HighTower Advisors
16
HighTower Advisors
Illinois
$4.63M +$862K +34,592 +23%
VST
17
Van Strum & Towne
California
$4.43M +$352K +14,125 +9%
CFGSD
18
Compass Financial Group (South Dakota)
South Dakota
$4.18M +$469K +18,812 +13%
PPH
19
Pure Portfolios Holdings
Oregon
$4M +$304K +12,204 +8%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$3.48M -$27.4K -1,098 -0.8%
MWM
21
MFG Wealth Management
Indiana
$2.98M -$15.9K -640 -0.5%
FIA
22
Foundations Investment Advisors
Arizona
$2.94M +$321K +12,883 +12%
WCFP
23
White & Co Financial Planning
Washington
$2.68M -$7.15K -287 -0.3%
EL
24
Essex LLC
Illinois
$2.15M -$499K -20,031 -19%
BAMG
25
Brand Asset Management Group
Missouri
$2.09M -$1.22K -49 -0.1%