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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$1.21M -$46.7K -1,888 -4%
JFG
227
JDM Financial Group
Texas
$1.16M -$1.02M -41,071 -47%
Koshinski Asset Management
228
Koshinski Asset Management
Illinois
$1.16M +$73.4K +2,969 +7%
WIM
229
Waycross Investment Management
Washington
$1.13M
MC
230
Moors & Cabot
Massachusetts
$1.13M +$297K +12,014 +36%
MOS
231
MGO One Seven
Ohio
$1.11M +$390K +15,789 +54%
MAS
232
Madden Advisory Services
Florida
$1.1M -$148 -6 -0%
NRI
233
NFP Retirement Inc
California
$1.09M +$6.67K +270 +0.6%
CFIA
234
Cantor Fitzgerald Investment Advisors
New York
$1.09M -$10.6K -428 -1%
GS
235
GWN Securities
Florida
$1.09M +$11.7K +474 +1%
FFG
236
Frisch Financial Group
New York
$1.08M +$174K +7,030 +19%
CW
237
CreativeOne Wealth
Kansas
$1.05M -$5.77M -233,346 -85%
UFA
238
Unify Financial Advisors
Florida
$1.02M -$19.7K -798 -2%
BF
239
Brucke Financial
Indiana
$1.02M +$207K +8,369 +25%
BFG
240
Broussard Financial Group
Louisiana
$1.01M +$1.01M +41,020 New
HCP
241
Hexagon Capital Partners
Arkansas
$1.01M +$479K +19,391 +90%
RM
242
RCW Management
Florida
$993K +$66.6K +2,696 +7%
DI
243
Diligent Investors
California
$973K -$175K -7,075 -15%
TPI
244
Trust Point Inc
Wisconsin
$972K +$31.3K +1,267 +3%
TPA
245
Trivium Point Advisory
Connecticut
$965K +$968K +39,144 New
AWM
246
Avior Wealth Management
Nebraska
$941K +$2.5K +101 +0.3%
1IA
247
1620 Investment Advisors
Massachusetts
$938K -$174K -7,030 -16%
MWAM
248
Manhattan West Asset Management
California
$935K -$22.9K -925 -2%
IWP
249
Innova Wealth Partners
Pennsylvania
$931K +$933K +37,754 New
CAM
250
Cresset Asset Management
Illinois
$902K +$904K +36,573 New