We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
226
LifePlan Financial Group
Ohio
$13K
CL
227
Cabana LLC
Arkansas
$12K +$12.2K +416 New
GWM
228
Geneos Wealth Management
Colorado
$11K
BA
229
Ballast Advisors
Minnesota
$10K
GP
230
Greenline Partners
New York
$10K +$587 +20 +6%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$9K
FRA
232
Front Row Advisors
California
$9K
BFC
233
Bedel Financial Consulting
Indiana
$9K +$1.76K +60 +23%
CA
234
Clearstead Advisors
Ohio
$7K
JCM
235
Jacobi Capital Management
Pennsylvania
$7K +$7.27K +248 New
TCOV
236
Trust Company of Vermont
Vermont
$6K -$10.1K -344 -64%
WFMPM
237
Woodley Farra Manion Portfolio Management
Indiana
$6K
HFS
238
Hantz Financial Services
Michigan
$5K
MAM
239
Meeder Asset Management
Ohio
$5K +$5.04K +172 +4,300%
FA
240
Financial Advantage
Maryland
$5K +$5.51K +188 New
MSFP
241
Mark Sheptoff Financial Planning
Connecticut
$4K
TFGT
242
TS Financial Group (TSFG)
Illinois
$4K
CFN
243
Cordasco Financial Network
Florida
$4K +$3.75K +128 New
SWA
244
Sutton Wealth Advisors
Florida
$3.29K
Citigroup
245
Citigroup
New York
$2K -$17.5K -596 -91%
PCG
246
Private Capital Group
Connecticut
$2K +$1.88K +64 New
AIM
247
Anchor Investment Management
South Carolina
$1.35K
FMP
248
Financial Management Professionals
Texas
$1K -$1.35K -46 -70%
BWL
249
Bogart Wealth LLC
Virginia
$1K
TFA
250
Transamerica Financial Advisors
Florida
$1K +$59 +2 New