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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MNA
26
Manning & Napier Advisors
New York
$2.76M +$671K +26,020 +32%
QCM
27
Quantinno Capital Management
New York
$2.46M +$100K +3,880 +4%
Raymond James Financial
28
Raymond James Financial
Florida
$2.16M +$531K +20,623 +33%
IPA
29
Investment Planning Advisors
Georgia
$2.12M +$348K +13,515 +20%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.06M
ORC
31
O'Rourke & Company
Massachusetts
$1.91M +$56.3K +2,185 +3%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$1.89M +$510K +19,787 +37%
DCM
33
Donaldson Capital Management
Indiana
$1.85M
BIM
34
Breakwater Investment Management
Washington
$1.75M +$724K +28,094 +70%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.72M +$631K +24,500 +58%
GVAG
36
Great Valley Advisor Group
Delaware
$1.7M +$61.3K +2,380 +4%
Mariner
37
Mariner
Kansas
$1.65M +$1.24M +48,113 +299%
ACA
38
Ackerman Capital Advisors
Texas
$1.63M -$124K -4,800 -7%
CFD
39
Creative Financial Designs
Indiana
$1.51M -$65.3K -2,534 -4%
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.51M
TWM
41
TSA Wealth Management
Texas
$1.51M +$99.4K +3,856 +7%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.49M +$211K +8,174 +16%
CFGSD
43
Compass Financial Group (South Dakota)
South Dakota
$1.47M +$625K +24,251 +74%
MWM
44
Meridian Wealth Management
Kentucky
$1.37M +$33.6K +1,303 +3%
CM
45
Columbus Macro
Pennsylvania
$1.37M +$264K +10,245 +24%
CWAI
46
Core Wealth Advisors (Indiana)
Indiana
$1.3M +$1.3M +50,295 New
VAF
47
Values Added Financial
District of Columbia
$1.27M +$1.27M +49,293 New
IA
48
IFP Advisors
Florida
$1.12M +$794K +30,798 +241%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.11M +$65.8K +2,552 +6%
FF
50
Francis Financial
$1.1M