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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$1.36M +$254K +9,826 +23%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.35M -$355K -13,745 -21%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$1.31M -$2.72M -105,239 -67%
CWAI
54
Core Wealth Advisors (Indiana)
Indiana
$1.28M
CL
55
Choreo LLC
Illinois
$1.28M +$1.29M +50,055 New
CM
56
Columbus Macro
Pennsylvania
$1.21M -$140K -5,408 -10%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.17M +$540K +20,878 +84%
FF
58
Francis Financial
$1.09M
LPL Financial
59
LPL Financial
California
$1.08M +$198K +7,676 +22%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.02M -$81.2K -3,140 -7%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.01M +$1.03M +39,800 New
SA
62
Stolz & Associates
Washington
$989K +$88.8K +3,435 +10%
NFG
63
Northeast Financial Group
Pennsylvania
$978K -$42.7K -1,653 -4%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$970K +$238K +9,190 +32%
HI
65
Harbour Investments
Wisconsin
$937K +$644K +24,902 +210%
LWMT
66
Legacy Wealth Management (Tennessee)
Tennessee
$930K +$36.9K +1,429 +4%
FCM
67
Family Capital Management
Michigan
$908K +$67.3K +2,605 +8%
AIM
68
Archer Investment Management
Texas
$897K +$910K +35,200 New
NFS
69
NewCorp Financial Services
Georgia
$895K
PPW
70
Pasadena Private Wealth
California
$847K +$859K +33,238 New
SFA
71
Sequoia Financial Advisors
Ohio
$842K +$142K +5,492 +20%
AW
72
Alteri Wealth
California
$819K +$294K +11,370 +55%
KAS
73
Kestra Advisory Services
Texas
$813K +$15.8K +611 +2%
WFAG
74
Wescott Financial Advisory Group
Pennsylvania
$790K +$4.65K +180 +0.6%
GG
75
Gleason Group
Kentucky
$692K +$265K +10,258 +61%