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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
26
Donaldson Capital Management
Indiana
$1.08M +$171K +6,605 +19%
FFG
27
Fiduciary Financial Group
California
$1.02M +$1.04M +40,081 New
SAG
28
SageView Advisory Group
California
$1.02M +$1.03M +39,734 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$964K -$110K -4,239 -10%
SAI
30
Savvy Advisors Inc
New York
$880K
BRWA
31
B. Riley Wealth Advisors
Florida
$858K +$99.1K +3,825 +13%
RCA
32
Resonant Capital Advisors
Wisconsin
$840K +$847K +32,697 New
AF
33
Advisornet Financial
Minnesota
$825K +$32.9K +1,270 +4%
CFD
34
Creative Financial Designs
Indiana
$819K +$296K +11,415 +56%
JP Morgan Chase
35
JP Morgan Chase
New York
$754K -$2.25M -86,932 -75%
TWM
36
TSA Wealth Management
Texas
$733K +$52 +2 +0%
BWM
37
BCO Wealth Management
New Mexico
$722K +$728K +28,101 New
FLPIM
38
F.L. Putnam Investment Management
Massachusetts
$683K
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$660K +$68.9K +2,658 +12%
BFG
40
Berger Financial Group
Minnesota
$631K
MCM
41
MAI Capital Management
Ohio
$615K +$620K +23,933 New
KAS
42
Kestra Advisory Services
Texas
$609K +$133K +5,139 +28%
FCM
43
Family Capital Management
Michigan
$570K +$114K +4,408 +25%
AFG
44
Altiora Financial Group
Ohio
$514K
CFGSD
45
Compass Financial Group (South Dakota)
South Dakota
$501K +$224K +8,633 +79%
GGS
46
Galvin Gaustad & Stein
Arizona
$457K +$3.42K +132 +0.7%
WPA
47
West Paces Advisors
Georgia
$454K +$458K +17,685 New
VWM
48
VCI Wealth Management
Missouri
$454K -$7.46K -288 -2%
SFA
49
Sequoia Financial Advisors
Ohio
$446K
Osaic Holdings
50
Osaic Holdings
Arizona
$429K +$67.4K +2,602 +18%