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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$925K +$879K +34,859 +2,771%
LWMT
52
Legacy Wealth Management (Tennessee)
Tennessee
$898K +$22.1K +875 +3%
LPL Financial
53
LPL Financial
California
$879K +$549K +21,788 +174%
CFGSD
54
Compass Financial Group (South Dakota)
South Dakota
$845K +$251K +9,957 +43%
SVWG
55
Shared Vision Wealth Group
United States
$829K +$806K +32,000 New
KAS
56
Kestra Advisory Services
Texas
$786K -$30.6K -1,214 -4%
AF
57
Advisornet Financial
Minnesota
$740K -$81.4K -3,230 -10%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$705K +$43K +1,705 +7%
FCM
59
Family Capital Management
Michigan
$697K +$67.4K +2,673 +11%
VI
60
VanderPol Investments
Michigan
$647K -$1.48M -58,810 -70%
MCM
61
MAI Capital Management
Ohio
$637K +$1.66K +66 +0.3%
CBA
62
Coastal Bridge Advisors
Connecticut
$633K -$566K -22,476 -48%
BFA
63
Blueprint Financial Advisors
North Carolina
$621K
BIP
64
Blueprint Investment Partners
North Carolina
$621K +$611K +24,245 New
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$579K
BFG
66
Berger Financial Group
Minnesota
$529K +$479 +19 +0.1%
CCFM
67
Clear Creek Financial Management
Washington
$515K +$507K +20,115 New
AIM
68
Advyzon Investment Management
Illinois
$513K +$505K +20,040 New
AFG
69
Altiora Financial Group
Ohio
$512K
HighTower Advisors
70
HighTower Advisors
Illinois
$484K +$222K +8,822 +87%
AAS
71
Asset Allocation Strategies
Michigan
$479K +$204K +8,088 +76%
FA
72
FF Advisors
California
$460K
GGS
73
Galvin Gaustad & Stein
Arizona
$451K
WA
74
Waverly Advisors
Alabama
$446K -$20.2K -800 -4%
FFG
75
Fiduciary Financial Group
California
$443K +$112K +4,439 +35%