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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$1.1M -$511K -19,835 -32%
NFG
52
Northeast Financial Group
Pennsylvania
$1.03M -$106K -4,099 -9%
EC
53
Elequin Capital
New York
$916K -$605K -23,468 -40%
NFS
54
NewCorp Financial Services
Georgia
$905K +$906K +35,138 New
LWMT
55
Legacy Wealth Management (Tennessee)
Tennessee
$903K
SA
56
Stolz & Associates
Washington
$903K +$904K +35,065 New
LPL Financial
57
LPL Financial
California
$893K +$9.59K +372 +1%
FCM
58
Family Capital Management
Michigan
$851K +$151K +5,841 +21%
SVWG
59
Shared Vision Wealth Group
United States
$828K
KAS
60
Kestra Advisory Services
Texas
$806K +$15.3K +592 +2%
MAS
61
Meeder Advisory Services
Ohio
$803K +$803K +31,160 New
SF
62
Summit Financial
New Jersey
$803K +$803K +31,160 New
WFAG
63
Wescott Financial Advisory Group
Pennsylvania
$794K +$794K +30,817 New
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$744K +$35.2K +1,364 +5%
AF
65
Advisornet Financial
Minnesota
$714K -$30.9K -1,200 -4%
SFA
66
Sequoia Financial Advisors
Ohio
$710K +$341K +13,226 +92%
CBA
67
Coastal Bridge Advisors
Connecticut
$651K +$14.1K +548 +2%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$644K +$442K +17,158 +219%
MCM
69
MAI Capital Management
Ohio
$643K +$1.96K +76 +0.3%
BFA
70
Blueprint Financial Advisors
North Carolina
$625K
BIP
71
Blueprint Investment Partners
North Carolina
$625K
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$582K
AW
73
Alteri Wealth
California
$535K +$327K +12,690 +157%
CCFM
74
Clear Creek Financial Management
Washington
$535K +$16.7K +649 +3%
AIM
75
Advyzon Investment Management
Illinois
$535K +$18.7K +724 +4%