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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Canal Capital Management
Virginia
$321K +$47.2K +1,830 +17%
Corient Private Wealth
102
Corient Private Wealth
Florida
$315K +$315K +12,234 New
BCI
103
Brinker Capital Investments
Pennsylvania
$308K
HI
104
Harbour Investments
Wisconsin
$306K +$24.3K +944 +9%
CB
105
Commerce Bank
Missouri
$292K +$292K +11,340 New
CIA
106
Concurrent Investment Advisors
Florida
$282K +$282K +10,934 New
AWM
107
AE Wealth Management
Kansas
$280K +$263K +10,222 +1,597%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$267K
VWM
109
VCI Wealth Management
Missouri
$266K +$3.12K +121 +1%
OIA
110
OneDigital Investment Advisors
Kansas
$253K +$253K +9,825 New
BFC
111
Bedel Financial Consulting
Indiana
$251K -$20.2K -784 -7%
Ameriprise
112
Ameriprise
Minnesota
$245K +$22.3K +864 +10%
BCG
113
Breakwater Capital Group
New Jersey
$241K +$1K +39 +0.4%
Cerity Partners
114
Cerity Partners
New York
$239K +$239K +9,277 New
HWA
115
Heartwood Wealth Advisors
Virginia
$238K
Morgan Stanley
116
Morgan Stanley
New York
$234K +$102K +3,944 +77%
HPM
117
Hoxton Planning & Management
West Virginia
$233K +$233K +9,034 New
P
118
&Partners
Tennessee
$218K +$6.16K +239 +3%
RCA
119
Resonant Capital Advisors
Wisconsin
$215K
BPW
120
BLVD Private Wealth
Kentucky
$214K +$214K +8,301 New
IIA
121
Integrity Investment Advisors
Colorado
$212K +$212K +8,231 New
HR
122
Howe & Rusling
New York
$211K
CIA
123
Cape Investment Advisory
Georgia
$201K +$201K +7,794 New
AA
124
Ancora Advisors
Ohio
$194K +$194K +7,543 New
TRCT
125
Tower Research Capital (TRC)
New York
$167K +$167K +6,475 New