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Schwab High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$317K -$188K -7,173 -37%
CFD
77
Creative Financial Designs
Indiana
$315K +$20.8K +795 +7%
Creative Planning
78
Creative Planning
Kansas
$310K +$13.7K +525 +5%
Avior Wealth Management
79
Avior Wealth Management
Nebraska
$309K -$3.02M -115,294 -91%
WAM
80
WealthCare Asset Management
Missouri
$309K +$309K +11,810 New
WI
81
WJ Interests
Texas
$300K +$6.02K +230 +2%
BSI
82
Bennett Selby Investments
Maine
$295K +$2.09K +80 +0.7%
MS
83
Monetary Solutions
Ohio
$288K +$288K +10,982 New
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$275K – – –
FBC
85
Fairfield, Bush & Co
Connecticut
$270K -$7.85K -300 -3%
CIAS
86
Capital Investment Advisory Services
North Carolina
$269K +$3.95K +151 +1%
Cerity Partners
87
Cerity Partners
New York
$265K +$265K +10,106 New
BAS
88
Breakthru Advisory Services
Wisconsin
$262K – – –
SI
89
Stirlingshire Investments
New York
$242K +$1.83K +70 +0.8%
AWP
90
Axis Wealth Partners
Rhode Island
$238K +$11.1K +424 +5%
WFA
91
Wellspring Financial Advisors
Ohio
$225K +$225K +8,612 New
Corient Private Wealth
92
Corient Private Wealth
Florida
$217K -$816K -31,168 -79%
KA
93
KLCM Advisors
Wisconsin
$213K – – –
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$213K +$79.3K +3,029 +59%
Chicago Partners Investment Group
95
Chicago Partners Investment Group
Illinois
$211K +$213K +8,143 New
Plancorp LLC
96
Plancorp LLC
Missouri
$208K – – –
JE
97
Jacobs Equity
Utah
$206K +$4.32K +165 +2%
JP Morgan Chase
98
JP Morgan Chase
New York
$205K -$25.2K -964 -11%
CFM
99
Compass Financial Management
Florida
$150K +$150K +5,747 New
WAG
100
Windsor Advisory Group
Ohio
$142K +$142K +5,422 New