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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
101
Peapack-Gladstone Financial Corp
New Jersey
$441K -$141K -5,500 -24%
UFA
102
Unify Financial Advisors
Florida
$439K
Corient Private Wealth
103
Corient Private Wealth
Florida
$436K +$111K +4,310 +34%
FA
104
FF Advisors
California
$434K
KWA
105
Kingswood Wealth Advisors
California
$431K +$428K +16,699 New
GGS
106
Galvin Gaustad & Stein
Arizona
$430K
GSAM
107
Grant Street Asset Management
Pennsylvania
$422K +$3.64K +142 +0.9%
CFG
108
Chapman Financial Group
Hawaii
$416K
CA
109
Continuum Advisory
Idaho
$411K +$23.2K +903 +6%
CCA
110
Carrera Capital Advisors
Michigan
$410K +$408K +15,898 New
Cerity Partners
111
Cerity Partners
New York
$404K +$401K +15,636 New
SWM
112
Spire Wealth Management
Virginia
$403K +$3.46K +135 +0.9%
APFP
113
Action Point Financial Planning
Michigan
$399K +$397K +15,467 New
FFA
114
Farther Finance Advisors
California
$398K +$172K +6,715 +77%
FFG
115
Fiduciary Financial Group
California
$394K +$7.13K +278 +2%
CFM
116
Compass Financial Management
Florida
$390K +$388K +15,115 New
SAG
117
SageView Advisory Group
California
$388K +$42K +1,639 +12%
GAM
118
Gemmer Asset Management
California
$374K +$3.18K +124 +0.9%
NSG
119
Nalls Sherbakoff Group
Tennessee
$373K
RWM
120
Revisor Wealth Management
Ohio
$365K -$59.5K -2,320 -14%
AA
121
Advisory Alpha
Michigan
$352K +$11.6K +452 +3%
IWS
122
Intentional Wealth Strategies
Colorado
$350K +$348K +13,564 New
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$334K +$74.2K +2,894 +29%
CCM
124
Canal Capital Management
Virginia
$326K +$2.41K +94 +0.8%
SAI
125
Savvy Advisors Inc
New York
$315K