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Schwab Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
EPG Wealth Management
Georgia
$19.4K +$19.2K +750 New
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$19.3K – – –
CFO
178
CVA Family Office
Colorado
$18.1K – – –
IAIM
179
International Assets Investment Management
Florida
$10.3K +$10.2K +399 New
Russell Investments Group
180
Russell Investments Group
United Kingdom
$9.22K +$9.16K +357 New
AWM
181
Abound Wealth Management
Tennessee
$8.91K +$8.85K +345 New
DWA
182
Delos Wealth Advisors
Texas
$4.6K +$4.57K +178 New
GCM
183
Gunpowder Capital Management
Maryland
$4.03K – – –
HFS
184
Hantz Financial Services
Michigan
$4K +$3.92K +153 New
MCA
185
Maryland Capital Advisors
Maryland
$3.59K +$3.57K +139 New
UBS Group
186
UBS Group
Switzerland
$3.46K -$3.92K -153 -53%
TWD
187
True Wealth Design
Ohio
$1.73K +$1.72K +67 New
Vanguard Advisers Inc
188
Vanguard Advisers Inc
Pennsylvania
$1.21K -$51 -2 -4%
HNW
189
High Note Wealth
Minnesota
$878 +$872 +34 New
BlackRock
190
BlackRock
New York
$646 +$641 +25 New
CTC
191
Central Trust Company
Missouri
$569 +$564 +22 New
FFA
192
Frazier Financial Advisors
Ohio
$395 – – –
MCA
193
McGuire Capital Advisors
Oklahoma
$181 – – –
AG
194
AmeriFlex Group
Nevada
$26 +$26 +1 New
Jane Street
195
Jane Street
New York
– -$22.1M -868,526 Closed
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
– -$1.85M -72,707 Closed
NFS
197
NewCorp Financial Services
Georgia
– -$895K -35,138 Closed
BWP
198
Burling Wealth Partners
Illinois
– -$322K -12,625 Closed
HF
199
HRT Financial
New York
– -$316K -12,416 Closed
OIA
200
OneDigital Investment Advisors
Kansas
– -$250K -9,825 Closed