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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
226
Financial Gravity Asset Management
Texas
$57K -$114 -4 -0.4%
IA
227
IFP Advisors
Florida
$56K +$1.6K +56 +3%
TWM
228
Tradition Wealth Management
Minnesota
$52K
IRC
229
Investors Research Corp
Georgia
$50K +$2.06K +72 +4%
BlackRock
230
BlackRock
New York
$49K +$744 +26 +2%
MAM
231
Meeder Asset Management
Ohio
$48K
ADL
232
Asset Dedication LLC
California
$47K +$47.6K +1,664 New
BCWM
233
Bartlett & Co Wealth Management
Ohio
$46.2K
BC
234
Bartlett & Co
Ohio
$46K
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$45K
CPFP
236
Clear Perspectives Financial Planning
Ohio
$44K -$24K -840 -35%
DI
237
Disciplined Investments
Oklahoma
$43K
BAM
238
Bellevue Asset Management
Washington
$41K
CAAS
239
Capital Asset Advisory Services
Michigan
$41K
PIP
240
Peachtree Investment Partners
Florida
$40K
CDIA
241
Capital Directions Investment Advisors
Georgia
$36K
NG
242
NWK Group
California
$35K -$6.87K -240 -16%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$33K -$14.4K -502 -30%
CIA
244
Cascade Investment Advisors
Oregon
$31.2K +$31.5K +1,100 New
AFG
245
Albion Financial Group
Utah
$28K
CHA
246
Carmichael Hill & Associates
Maryland
$26K
PCA
247
Providence Capital Advisors
North Carolina
$25K +$24.9K +870 New
SL
248
Savior LLC
Massachusetts
$23K -$39.9K -1,394 -63%
GWM
249
Geneos Wealth Management
Colorado
$23K
ACM
250
Antonetti Capital Management
Florida
$23K +$22.9K +800 New