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Schwab High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
26
World Investment Advisors
California
$1.73M +$168K +6,360 +11%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$1.71M +$1.03M +39,059 +144%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.54M +$37.9K +1,440 +2%
PC
29
Prairiewood Capital
North Dakota
$1.53M +$1.55M +58,872 New
PA
30
PFG Advisors
Arizona
$1.53M +$1.55M +58,707 New
PWM
31
Perigon Wealth Management
California
$1.47M +$1.49M +56,712 New
BCM
32
Brookstone Capital Management
Illinois
$1.1M +$822K +31,185 +285%
BWA
33
BlueSky Wealth Advisors
North Carolina
$1.09M +$1.1M +41,846 New
Corient Private Wealth
34
Corient Private Wealth
Florida
$1.03M +$621K +23,553 +148%
S4W
35
Solutions 4 Wealth
Texas
$939K +$603K +22,898 +173%
FFA
36
Farther Finance Advisors
California
$906K +$729K +27,660 +381%
HCWM
37
Hidden Cove Wealth Management
Washington
$875K +$887K +33,653 New
JPLA
38
Joseph P. Lucia & Associates
New York
$832K +$192K +7,289 +30%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$820K -$171K -6,492 -17%
SWM
40
Sterling Wealth Management
Illinois
$819K +$830K +31,485 New
TCBWMS
41
Texas Capital Bank Wealth Management Services
Texas
$793K -$185K -7,016 -19%
BWL
42
Bogart Wealth LLC
Virginia
$792K +$38.1K +1,447 +5%
GFG
43
Grantvest Financial Group
New Jersey
$774K +$784K +29,767 New
AAS
44
Asset Allocation Strategies
Michigan
$755K +$57.6K +2,184 +8%
Osaic Holdings
45
Osaic Holdings
Arizona
$752K +$388K +14,722 +104%
CIC
46
Carnegie Investment Counsel
Ohio
$727K +$92.6K +3,514 +14%
O3W
47
Omni 360 Wealth
New Jersey
$713K +$22.5K +854 +3%
Betterment LLC
48
Betterment LLC
New York
$696K +$705K +26,768 New
CBU
49
CIBC Bancorp USA
Illinois
$674K +$683K +25,909 New
MWM
50
Meridian Wealth Management
Kentucky
$642K +$210K +7,964 +48%