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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
151
JDM Financial Group
Texas
$37.7K
ME
152
McIlrath & Eck
Washington
$33.5K
AssetMark Inc
153
AssetMark Inc
California
$26.3K +$7.57K +293 +40%
Wells Fargo
154
Wells Fargo
California
$21.6K -$87.9K -3,399 -80%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$19.1K +$19.4K +749 New
BTI
156
Blue Trust Inc
Georgia
$18.5K +$18.8K +728 New
CFO
157
CVA Family Office
Colorado
$17.8K
FCAS
158
First Command Advisory Services
Texas
$11.6K
UBS Group
159
UBS Group
Switzerland
$7.31K +$7.42K +287 New
GCM
160
Gunpowder Capital Management
Maryland
$3.98K
UBS AM
161
UBS AM
Illinois
$3.41K +$3.46K +134 New
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$2.83K +$2.87K +111 New
FPF
163
First Pacific Financial
Washington
$1.94K +$1.96K +76 New
Vanguard Advisers Inc
164
Vanguard Advisers Inc
Pennsylvania
$1.25K +$1.27K +49 New
EWA
165
EverSource Wealth Advisors
Alabama
$692 +$698 +27 New
BT
166
Banque Transatlantique
France
$510 +$517 +20 New
FFA
167
Frazier Financial Advisors
Ohio
$386
MCA
168
McGuire Capital Advisors
Oklahoma
$178
AC
169
AlphaCore Capital
California
$25 -$12.6K -488 -100%
VAF
170
Values Added Financial
District of Columbia
-$1.27M -49,293 Closed
EC
171
Elequin Capital
New York
-$916K -35,552 Closed
MAS
172
Meeder Advisory Services
Ohio
-$803K -31,160 Closed
SF
173
Summit Financial
New Jersey
-$803K -31,160 Closed
Goldman Sachs
174
Goldman Sachs
New York
-$402K -15,609 Closed
MCA
175
MSH Capital Advisors
Arizona
-$357K -13,876 Closed