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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
176
AssetMark Inc
California
$20.9K -$5.7K -222 -22%
EWM
177
EPG Wealth Management
Georgia
$19.4K +$19.2K +750 New
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$19.3K
CFO
179
CVA Family Office
Colorado
$18.1K
IAIM
180
International Assets Investment Management
Florida
$10.3K +$10.2K +399 New
Russell Investments Group
181
Russell Investments Group
United Kingdom
$9.22K +$9.16K +357 New
AWM
182
Abound Wealth Management
Tennessee
$8.91K +$8.85K +345 New
DWA
183
Delos Wealth Advisors
Texas
$4.6K +$4.57K +178 New
GCM
184
Gunpowder Capital Management
Maryland
$4.03K
HFS
185
Hantz Financial Services
Michigan
$4K +$3.92K +153 New
MCA
186
Maryland Capital Advisors
Maryland
$3.59K +$3.57K +139 New
UBS Group
187
UBS Group
Switzerland
$3.46K -$3.92K -153 -53%
TWD
188
True Wealth Design
Ohio
$1.73K +$1.72K +67 New
Vanguard Advisers Inc
189
Vanguard Advisers Inc
Pennsylvania
$1.21K -$51 -2 -4%
HNW
190
High Note Wealth
Minnesota
$878 +$872 +34 New
BlackRock
191
BlackRock
New York
$646 +$641 +25 New
CTC
192
Central Trust Company
Missouri
$569 +$564 +22 New
FFA
193
Frazier Financial Advisors
Ohio
$395
MCA
194
McGuire Capital Advisors
Oklahoma
$181
AG
195
AmeriFlex Group
Nevada
$26 +$26 +1 New
Jane Street
196
Jane Street
New York
-$22.1M -868,526 Closed
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
-$1.85M -72,707 Closed
NFS
198
NewCorp Financial Services
Georgia
-$895K -35,138 Closed
BWP
199
Burling Wealth Partners
Illinois
-$322K -12,625 Closed
HF
200
HRT Financial
New York
-$316K -12,416 Closed