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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
26
Avidian Wealth Enterprises
Texas
$1.95M +$1.94M +77,355 New
ORC
27
O'Rourke & Company
Massachusetts
$1.91M -$312K -12,472 -14%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.89M +$251K +10,000 +15%
ACA
29
Ackerman Capital Advisors
Texas
$1.75M +$1.74M +69,482 New
IPA
30
Investment Planning Advisors
Georgia
$1.56M +$165K +6,572 +12%
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.48M +$1.47M +58,755 New
MWM
32
Meridian Wealth Management
Kentucky
$1.45M +$1.43K +57 +0.1%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.4M +$420K +16,778 +43%
CFD
34
Creative Financial Designs
Indiana
$1.36M -$88.3K -3,523 -6%
TWM
35
TSA Wealth Management
Texas
$1.33M +$610K +24,342 +86%
NFG
36
Northeast Financial Group
Pennsylvania
$1.3M +$329K +13,136 +34%
CBA
37
Coastal Bridge Advisors
Connecticut
$1.19M -$33.2K -1,326 -3%
SMC
38
Smith, Moore & Co
Missouri
$1.13M +$1.12M +44,860 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.12M -$357K -14,258 -24%
CM
40
Columbus Macro
Pennsylvania
$1.11M -$403K -16,080 -27%
FF
41
Francis Financial
$1.07M +$1.07M +42,671 New
DCM
42
Donaldson Capital Management
Indiana
$1.05M
RCA
43
Resonant Capital Advisors
Wisconsin
$1.03M +$121K +4,839 +13%
Creative Planning
44
Creative Planning
Kansas
$872K -$22.6K -903 -3%
Osaic Holdings
45
Osaic Holdings
Arizona
$862K -$116K -4,644 -12%
LWMT
46
Legacy Wealth Management (Tennessee)
Tennessee
$861K +$553K +22,083 +182%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$836K +$832K +33,205 New
AF
48
Advisornet Financial
Minnesota
$809K
KAS
49
Kestra Advisory Services
Texas
$803K +$55.2K +2,202 +7%
Corient Private Wealth
50
Corient Private Wealth
Florida
$665K +$662K +26,426 New