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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$613K +$378K +14,700 +161%
DCM
27
Donaldson Capital Management
Indiana
$563K +$564K +21,912 New
BWP
28
Balboa Wealth Partners
Arizona
$553K +$4.68K +182 +0.9%
CM
29
Columbus Macro
Pennsylvania
$515K -$9.52K -370 -2%
AFG
30
Altiora Financial Group
Ohio
$514K
VWM
31
VCI Wealth Management
Missouri
$468K +$119K +4,608 +34%
GGS
32
Galvin Gaustad & Stein
Arizona
$451K +$105K +4,070 +30%
SFA
33
Sequoia Financial Advisors
Ohio
$446K -$1.39K -54 -0.3%
MW
34
Maia Wealth
Colorado
$422K +$419K +16,280 New
CFD
35
Creative Financial Designs
Indiana
$412K
KAS
36
Kestra Advisory Services
Texas
$411K +$130K +5,068 +46%
AWA
37
Acorn Wealth Advisors
Michigan
$365K +$365K +14,204 New
FCM
38
Family Capital Management
Michigan
$361K +$51.5K +2,000 +17%
KC
39
Kades & Cheifetz
Pennsylvania
$358K +$3.04K +118 +0.9%
TWM
40
TSA Wealth Management
Texas
$355K +$355K +13,806 New
Mariner
41
Mariner
Kansas
$334K
FA
42
FF Advisors
California
$286K
CPL
43
CAP Partners LLC
Tennessee
$255K +$255K +9,910 New
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$252K
BFC
45
Bedel Financial Consulting
Indiana
$234K +$234K +9,100 New
MML Investors Services
46
MML Investors Services
Massachusetts
$229K +$230K +8,926 New
Osaic Holdings
47
Osaic Holdings
Arizona
$221K -$20.9K -812 -9%
SAG
48
SageView Advisory Group
California
$219K
Citadel Advisors
49
Citadel Advisors
Florida
$201K +$201K +7,818 New
WP
50
WealthShield Partners
North Carolina
$147K