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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Mission Wealth Management
California
$201K -$24.9K -969 -11%
ACA
152
Aptus Capital Advisors
Alabama
$166K +$120K +4,687 +272%
LFG
153
Larson Financial Group
Missouri
$159K +$18.2K +711 +13%
AA
154
Ancora Advisors
Ohio
$149K – – –
Morgan Stanley
155
Morgan Stanley
New York
$148K +$487 +19 +0.3%
CAL
156
Capital Analysts LLC
Pennsylvania
$140K – – –
CA
157
Clearstead Advisors
Ohio
$134K +$4.28K +167 +3%
GRP
158
Global Retirement Partners
California
$123K +$122K +4,753 New
CIAS
159
Capital Investment Advisory Services
North Carolina
$121K +$120K +4,687 New
AF
160
Allworth Financial
California
$94.2K – – –
Wells Fargo
161
Wells Fargo
California
$91K +$68.7K +2,680 +317%
TRCT
162
Tower Research Capital (TRC)
New York
$77.6K -$3.35M -130,720 -98%
BBHC
163
Brown Brothers Harriman & Co
New York
$69.5K – – –
CB
164
Community Bank
New York
$58.9K – – –
WPA
165
West Paces Advisors
Georgia
$50.3K – – –
BWS
166
Buck Wealth Strategies
Colorado
$49.1K +$48.7K +1,900 New
SPIA
167
Steward Partners Investment Advisory
New York
$44.9K +$44.6K +1,739 New
TC
168
Trust Company
Kansas
$39.5K -$9.23K -360 -19%
JFG
169
JDM Financial Group
Texas
$38.2K – – –
BTI
170
Blue Trust Inc
Georgia
$37.7K +$18.8K +731 +100%
FF
171
Friedenthal Financial
New Jersey
$35.3K -$98.5K -3,838 -74%
AAP
172
Arax Advisory Partners
Colorado
$29.3K +$29.1K +1,134 New
SRCM
173
Signature Resources Capital Management
California
$28.4K +$28.2K +1,101 New
AUB
174
Atlantic Union Bankshares
Virginia
$26.7K +$26.5K +1,034 New
AssetMark Inc
175
AssetMark Inc
California
$20.9K -$5.7K -222 -22%