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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
51
Root Financial Partners
California
$381K +$384K +14,839 New
KC
52
Kades & Cheifetz
Pennsylvania
$364K +$3.86K +149 +1%
GBFP
53
Golden Bell Financial Planning
Georgia
$348K +$351K +13,554 New
AAS
54
Asset Allocation Strategies
Michigan
$320K +$324K +12,499 New
BB
55
Bell Bank
North Dakota
$298K +$301K +11,608 New
CPL
56
CAP Partners LLC
Tennessee
$295K +$40.4K +1,560 +16%
FA
57
FF Advisors
California
$288K -$288K -11,120 -50%
Truist Financial
58
Truist Financial
North Carolina
$275K +$137K +5,275 New
BFC
59
Bedel Financial Consulting
Indiana
$256K +$21.8K +842 +9%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$253K
MML Investors Services
61
MML Investors Services
Massachusetts
$234K +$2.54K +98 +1%
LWA
62
LifeGoal Wealth Advisors
New York
$229K +$231K +8,920 New
CW
63
CreativeOne Wealth
Kansas
$211K +$213K +8,216 New
Mariner
64
Mariner
Kansas
$211K
HighTower Advisors
65
HighTower Advisors
Illinois
$206K -$26 -1 -0%
EW
66
Element Wealth
Mississippi
$189K
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$154K +$77.7K +3,000 +100%
CFG
68
Chapman Financial Group
Hawaii
$149K +$150K +5,800 New
WP
69
WealthShield Partners
North Carolina
$147K
AWM
70
Avior Wealth Management
Nebraska
$146K
IA
71
IFP Advisors
Florida
$84.5K
CAL
72
Capital Analysts LLC
Pennsylvania
$72K +$28.3K +1,091 +64%
CFO
73
CVA Family Office
Colorado
$63.5K +$492 +19 +0.8%
LFG
74
Larson Financial Group
Missouri
$25.8K +$104 +4 +0.4%
CA
75
Continuum Advisory
Idaho
$20.5K -$20.7K -800 -50%