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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$3.84M +$1.55M +60,462 +68%
LPL Financial
27
LPL Financial
California
$3.8M +$2.69M +104,891 +248%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.51M -$513 -20 -0%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$3.23M -$1.73M -67,417 -35%
SVWG
30
Shared Vision Wealth Group
United States
$3.06M +$1.57M +61,115 +107%
Mariner
31
Mariner
Kansas
$3.01M +$1.37M +53,294 +84%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.96M +$866K +33,746 +42%
FWCM
33
Ferguson Wellman Capital Management
Oregon
$2.9M -$1.7M -66,407 -37%
Goldman Sachs
34
Goldman Sachs
New York
$2.58M +$2.57M +100,000 New
CAAM
35
Cornerstone Advisors Asset Management
Pennsylvania
$2.46M -$1.2M -46,633 -33%
IPA
36
Investment Planning Advisors
Georgia
$2.34M -$7.13K -278 -0.3%
Osaic Holdings
37
Osaic Holdings
Arizona
$2.2M +$826K +32,195 +61%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.07M
BIM
39
Breakwater Investment Management
Washington
$1.95M +$49.9K +1,947 +3%
Creative Planning
40
Creative Planning
Kansas
$1.86M -$17.4M -676,960 -90%
DCM
41
Donaldson Capital Management
Indiana
$1.85M
ORC
42
O'Rourke & Company
Massachusetts
$1.82M +$100K +3,909 +6%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.75M +$3.18K +124 +0.2%
GVAG
44
Great Valley Advisor Group
Delaware
$1.7M +$847 +33 +0.1%
CHIA
45
Copper Harbor Investment Advisors
Wisconsin
$1.63M +$1.62M +62,983 New
TWM
46
TSA Wealth Management
Texas
$1.6M -$81K -3,157 -5%
CFD
47
Creative Financial Designs
Indiana
$1.57M
AQR Capital Management
48
AQR Capital Management
Connecticut
$1.49M -$195K -7,597 -12%
OMC
49
Old Mission Capital
Illinois
$1.46M -$8.73M -340,409 -86%
CL
50
Choreo LLC
Illinois
$1.4M +$105K +4,080 +8%