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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
76
Wescott Financial Advisory Group
Pennsylvania
$807K +$6.95K +271 +0.9%
GG
77
Gleason Group
Kentucky
$723K +$21.3K +830 +3%
CWS
78
Cypress Wealth Services
California
$708K +$703K +27,402 New
AF
79
Advisornet Financial
Minnesota
$679K -$5.51K -215 -0.8%
CPL
80
CAP Partners LLC
Tennessee
$677K +$89K +3,468 +15%
MCM
81
MAI Capital Management
Ohio
$668K +$47.9K +1,868 +8%
AI
82
Accredited Investors
Minnesota
$663K +$659K +25,674 New
AIM
83
Advyzon Investment Management
Illinois
$661K +$81.4K +3,175 +14%
CCFM
84
Clear Creek Financial Management
Washington
$659K +$79.5K +3,100 +14%
CBA
85
Coastal Bridge Advisors
Connecticut
$656K +$3.21K +125 +0.5%
SP
86
Symmetry Partners
Connecticut
$628K +$121K +4,719 +24%
BFA
87
Blueprint Financial Advisors
North Carolina
$609K
BIP
88
Blueprint Investment Partners
North Carolina
$609K
HPM
89
Hoxton Planning & Management
West Virginia
$583K +$256K +9,962 +79%
CW
90
CreativeOne Wealth
Kansas
$561K +$76.9K +2,998 +16%
RCP
91
Roan Capital Partners
Tennessee
$544K +$122K +4,746 +29%
BFG
92
Berger Financial Group
Minnesota
$535K +$462 +18 +0.1%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$529K -$652K -25,405 -55%
AFG
94
Altiora Financial Group
Ohio
$516K
HighTower Advisors
95
HighTower Advisors
Illinois
$511K -$19.3K -751 -4%
ASN
96
Advisory Services Network
Georgia
$501K +$498K +19,410 New
GCP
97
Gill Capital Partners
Colorado
$500K
GBFP
98
Golden Bell Financial Planning
Georgia
$467K +$2.8K +109 +0.6%
SEIA
99
Signature Estate & Investment Advisors
California
$449K +$446K +17,400 New
CA
100
CoreCap Advisors
Michigan
$442K +$439K +17,101 New