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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Ballast Advisors
Minnesota
$14K +$3.29K +112 +32%
CFO
227
CVA Family Office
Colorado
$13K
LFG
228
LifePlan Financial Group
Ohio
$13K
GWM
229
Geneos Wealth Management
Colorado
$13K +$1.47K +50 +13%
OIA
230
Optimum Investment Advisors
Illinois
$12K -$29.4K -1,000 -71%
GP
231
Greenline Partners
New York
$11K +$587 +20 +5%
BFC
232
Bedel Financial Consulting
Indiana
$9K
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$9K
FRA
234
Front Row Advisors
California
$9K
SIM
235
Sonora Investment Management
Arizona
$9K +$8.93K +304 +2,171%
TCOV
236
Trust Company of Vermont
Vermont
$8K +$2K +68 +35%
JCM
237
Jacobi Capital Management
Pennsylvania
$7K
CYG
238
Clean Yield Group
Vermont
$6K +$5.52K +188 New
HFS
239
Hantz Financial Services
Michigan
$5K
MAM
240
Meeder Asset Management
Ohio
$5K
F
241
F3Logic
Minnesota
$4.69K +$4.7K +160 New
CA
242
Clearstead Advisors
Ohio
$4K -$3.17K -108 -47%
CFN
243
Cordasco Financial Network
Florida
$4K
MSFP
244
Mark Sheptoff Financial Planning
Connecticut
$4K
TFGT
245
TS Financial Group (TSFG)
Illinois
$4K
SWA
246
Sutton Wealth Advisors
Florida
$3.29K
PCG
247
Private Capital Group
Connecticut
$2K
NFSG
248
Newbridge Financial Services Group
Florida
$2K +$1.53K +52 New
BW
249
Bison Wealth
Georgia
$2K +$1.58K +54 New
NIC
250
Northwest Investment Counselors
Oregon
$2K +$2.35K +80 New