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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
101
AssetMark Inc
California
$18.6K +$18.5K +738 New
CFO
102
CVA Family Office
Colorado
$17.6K -$44.7K -1,785 -72%
HHGA
103
Halbert Hargrove Global Advisors
California
$17.6K +$17.5K +700 New
AWM
104
AE Wealth Management
Kansas
$16.9K -$7.47K -298 -31%
CIA
105
Cape Investment Advisory
Georgia
$12.8K +$75 +3 +0.6%
RTL
106
Red Tortoise LLC
Georgia
$9.49K -$877 -35 -8%
ACA
107
Aptus Capital Advisors
Alabama
$5.16K
PK
108
Pflug Koory
Nebraska
$312
Morgan Stanley
109
Morgan Stanley
New York
$34 +$25 +1 New
Wells Fargo
110
Wells Fargo
California
$13 +$25 +1 New
RWS
111
Rochester Wealth Strategies
Michigan
-$6.27M -247,319 Closed
Goldman Sachs
112
Goldman Sachs
New York
-$1.25M -49,182 Closed
TFA
113
Trinity Financial Advisors
Ohio
-$1.08M -42,319 Closed
SAI
114
Savvy Advisors Inc
New York
-$869K -34,268 Closed
BRWA
115
B. Riley Wealth Advisors
Florida
-$865K -34,100 Closed
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
-$645K -25,434 Closed
Citadel Advisors
117
Citadel Advisors
Florida
-$523K -20,622 Closed
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
-$253K -9,794 Closed
AF
119
Allworth Financial
California
-$28.9K -1,150 Closed
AIM
120
Anchor Investment Management
South Carolina
-$15.2K -600 Closed
CIAS
121
Capital Investment Advisory Services
North Carolina
-$101 -4 Closed