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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$650K +$1.23K +49 +0.2%
MCM
52
MAI Capital Management
Ohio
$625K +$10.3K +411 +2%
FCM
53
Family Capital Management
Michigan
$618K +$32K +1,279 +6%
BFA
54
Blueprint Financial Advisors
North Carolina
$610K +$607K +24,245 New
CFGSD
55
Compass Financial Group (South Dakota)
South Dakota
$580K +$13.5K +539 +2%
RFP
56
Root Financial Partners
California
$571K
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$569K +$566K +22,598 New
BFG
58
Berger Financial Group
Minnesota
$520K -$98.1K -3,916 -16%
AFG
59
Altiora Financial Group
Ohio
$504K
VPWA
60
Vestia Personal Wealth Advisors
Indiana
$472K +$469K +18,728 New
WA
61
Waverly Advisors
Alabama
$458K +$456K +18,202 New
FA
62
FF Advisors
California
$453K
GGS
63
Galvin Gaustad & Stein
Arizona
$444K +$16K +638 +4%
CW
64
CreativeOne Wealth
Kansas
$411K +$102K +4,086 +33%
VWM
65
VCI Wealth Management
Missouri
$402K +$12.7K +505 +3%
GSAM
66
Grant Street Asset Management
Pennsylvania
$397K +$2.78K +111 +0.7%
GBFP
67
Golden Bell Financial Planning
Georgia
$389K +$42.4K +1,694 +12%
GVAG
68
Great Valley Advisor Group
Delaware
$385K +$383K +15,285 New
SFA
69
Sequoia Financial Advisors
Ohio
$372K -$92K -3,671 -20%
CA
70
Continuum Advisory
Idaho
$368K +$347K +13,831 +1,729%
CPL
71
CAP Partners LLC
Tennessee
$366K +$27.6K +1,101 +8%
GAM
72
Gemmer Asset Management
California
$348K +$87.5K +3,491 +34%
FFG
73
Fiduciary Financial Group
California
$323K -$194K -7,734 -38%
LPL Financial
74
LPL Financial
California
$315K +$314K +12,516 New
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$305K +$303K +12,108 New