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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
26
Sequoia Financial Advisors
Ohio
$453K -$556K -21,290 -55%
CFD
27
Creative Financial Designs
Indiana
$417K +$118K +4,528 +39%
GG
28
Gleason Group
Kentucky
$391K
KC
29
Kades & Cheifetz
Pennsylvania
$359K +$1.99K +76 +0.6%
VWM
30
VCI Wealth Management
Missouri
$354K -$18.1K -692 -5%
GGS
31
Galvin Gaustad & Stein
Arizona
$351K +$1.15K +44 +0.3%
Mariner
32
Mariner
Kansas
$338K
FCM
33
Family Capital Management
Michigan
$313K +$315K +12,046 New
CAN
34
Cetera Advisor Networks
California
$291K +$6.79K +260 +2%
FA
35
FF Advisors
California
$289K -$27.4K -1,050 -9%
KAS
36
Kestra Advisory Services
Texas
$285K +$1.62K +62 +0.6%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$255K +$48.8K +1,870 +24%
Osaic Holdings
38
Osaic Holdings
Arizona
$245K +$35.3K +1,350 +17%
BRWA
39
B. Riley Wealth Advisors
Florida
$227K -$188K -7,200 -44%
JP Morgan Chase
40
JP Morgan Chase
New York
$213K +$109K +4,156 +103%
WP
41
WealthShield Partners
North Carolina
$149K +$150K +5,724 New
EW
42
Element Wealth
Mississippi
$117K
CFO
43
CVA Family Office
Colorado
$63.2K +$261 +10 +0.4%
CAL
44
Capital Analysts LLC
Pennsylvania
$23K +$22.9K +876 New
EWM
45
EPG Wealth Management
Georgia
$19.5K
CA
46
Continuum Advisory
Idaho
$15.5K +$15.7K +600 New
ACA
47
Aptus Capital Advisors
Alabama
$10.7K
RG
48
Retirement Group
California
$7.32K +$7.37K +282 New
CIAS
49
Capital Investment Advisory Services
North Carolina
$6.51K +$6.53K +250 New
PK
50
Pflug Koory
Nebraska
$312 +$313 +12 New