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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NW
51
NewEdge Wealth
Pennsylvania
$1.38M -$118K -4,585 -8%
CM
52
Columbus Macro
Pennsylvania
$1.38M +$144K +5,614 +12%
MWM
53
Meridian Wealth Management
Kentucky
$1.36M -$26.1K -1,017 -2%
TGIA
54
Torrey Growth & Income Advisors
California
$1.36M -$1.31M -51,000 -49%
ACA
55
Ackerman Capital Advisors
Texas
$1.32M -$79.3K -3,090 -6%
CWAI
56
Core Wealth Advisors (Indiana)
Indiana
$1.29M -$10K -391 -0.8%
AIM
57
Archer Investment Management
Texas
$1.26M +$349K +13,587 +39%
PPW
58
Pasadena Private Wealth
California
$1.16M +$296K +11,546 +35%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$1.12M +$138K +5,375 +14%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.11M -$217K -8,444 -16%
FF
61
Francis Financial
$1.09M -$8.75K -341 -0.8%
FCM
62
Family Capital Management
Michigan
$1.06M +$142K +5,520 +15%
AWA
63
Acorn Wealth Advisors
Michigan
$1.04M +$1.04M +40,395 New
IA
64
IFP Advisors
Florida
$1.03M -$343K -13,383 -25%
SFG
65
Stonebridge Financial Group
California
$1.03M +$1.02M +39,878 New
IA
66
Integrity Alliance
Iowa
$1.01M +$999K +38,942 New
SA
67
Stolz & Associates
Washington
$996K +$2.31K +90 +0.2%
KAS
68
Kestra Advisory Services
Texas
$989K +$165K +6,429 +20%
HI
69
Harbour Investments
Wisconsin
$979K +$29.6K +1,152 +3%
LWMT
70
Legacy Wealth Management (Tennessee)
Tennessee
$943K +$257 +10 +0%
AAS
71
Asset Allocation Strategies
Michigan
$868K +$204K +7,955 +31%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$867K +$329K +12,831 +62%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$855K -$179K -6,988 -17%
SFA
74
Sequoia Financial Advisors
Ohio
$834K -$20.1K -783 -2%
AW
75
Alteri Wealth
California
$828K -$1.64K -64 -0.2%