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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$735K -$260K -10,000 -26%
FLPIM
27
F.L. Putnam Investment Management
Massachusetts
$698K
CAAM
28
Cornerstone Advisors Asset Management
Pennsylvania
$657K +$651K +25,024 New
BFG
29
Berger Financial Group
Minnesota
$645K
CFD
30
Creative Financial Designs
Indiana
$537K +$115K +4,438 +28%
AFG
31
Altiora Financial Group
Ohio
$525K
CM
32
Columbus Macro
Pennsylvania
$512K +$286K +10,998 +55%
BWP
33
Balboa Wealth Partners
Arizona
$493K -$71.3K -2,740 -13%
KAS
34
Kestra Advisory Services
Texas
$488K +$67K +2,576 +16%
VWM
35
VCI Wealth Management
Missouri
$472K -$6.35K -244 -1%
FCM
36
Family Capital Management
Michigan
$468K +$97.8K +3,760 +27%
GGS
37
Galvin Gaustad & Stein
Arizona
$464K +$2.6K +100 +0.6%
SFA
38
Sequoia Financial Advisors
Ohio
$456K
MWM
39
Meridian Wealth Management
Kentucky
$419K +$415K +15,934 New
Osaic Holdings
40
Osaic Holdings
Arizona
$370K +$143K +5,496 +64%
KC
41
Kades & Cheifetz
Pennsylvania
$369K +$3.02K +116 +0.8%
MW
42
Maia Wealth
Colorado
$309K +$200K +7,686 +47%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$303K +$600K +23,062 New
FA
44
FF Advisors
California
$289K +$289K +11,120 +100%
CFGSD
45
Compass Financial Group (South Dakota)
South Dakota
$285K +$283K +10,860 New
CPL
46
CAP Partners LLC
Tennessee
$261K +$468 +18 +0.2%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$257K
BFC
48
Bedel Financial Consulting
Indiana
$239K +$156 +6 +0.1%
MML Investors Services
49
MML Investors Services
Massachusetts
$236K +$1.93K +74 +0.8%
Mariner
50
Mariner
Kansas
$215K -$125K -4,800 -37%