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Schwab High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
26
Forum Financial Management
Illinois
$509K +$231K +8,731 +85%
JPLA
27
Joseph P. Lucia & Associates
New York
$508K +$14K +530 +3%
WCM
28
WealthBridge Capital Management
Ohio
$473K +$10.8K +407 +2%
SWA
29
Sightline Wealth Advisors
Connecticut
$457K +$453K +17,097 New
TCM
30
TT Capital Management
California
$417K -$15.9K -600 -4%
CPP
31
Capasso Planning Partners
South Carolina
$393K -$301K -11,374 -44%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$371K +$154K +5,812 +72%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$360K +$357K +13,461 New
AFP
34
Ausdal Financial Partners
Iowa
$348K -$152K -5,740 -31%
IIA
35
Integral Investment Advisors
California
$325K +$91.2K +3,441 +40%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$320K -$104K -3,934 -25%
FBC
37
Fairfield, Bush & Co
Connecticut
$309K +$306K +11,555 New
WI
38
WJ Interests
Texas
$300K
BCM
39
Brookstone Capital Management
Illinois
$286K +$9.3K +351 +3%
CFD
40
Creative Financial Designs
Indiana
$260K +$176K +6,648 +215%
CWA
41
Clearview Wealth Advisors
Oregon
$242K +$240K +9,060 New
MWM
42
Meridian Wealth Management
Kentucky
$228K +$226K +8,540 New
SWM
43
Spire Wealth Management
Virginia
$223K +$221K +8,356 New
Osaic Holdings
44
Osaic Holdings
Arizona
$219K +$17.7K +667 +9%
P
45
&Partners
Tennessee
$205K +$203K +7,653 New
FFA
46
Farther Finance Advisors
California
$202K -$59K -2,227 -23%
1IA
47
1620 Investment Advisors
Massachusetts
$200K +$199K +7,500 New
LFA
48
LGT Financial Advisors
Texas
$164K +$163K +6,151 New
IA
49
IFP Advisors
Florida
$138K +$55.3K +2,087 +68%
BIM
50
Breakwater Investment Management
Washington
$93.6K