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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRC
226
Relaxing Retirement Coach
Massachusetts
$200K +$103 +4 +0.1%
MG
227
MilWealth Group
Wisconsin
$199K -$600K -23,190 -75%
SC
228
Sierra Capital
Florida
$199K +$200K +7,716 New
LFG
229
Larson Financial Group
Missouri
$193K +$21.7K +840 +13%
RWA
230
RGT Wealth Advisors
Texas
$185K +$672 +26 +0.4%
GRP
231
Global Retirement Partners
California
$174K +$5.17K +200 +3%
CIAS
232
Capital Investment Advisory Services
North Carolina
$140K -$3.77K -146 -3%
GM
233
GeoWealth Management
Illinois
$137K +$8.33K +322 +6%
AIC
234
Archer Investment Corporation
Indiana
$133K
Jones Financial Companies
235
Jones Financial Companies
Missouri
$119K +$70.3K +2,720 +144%
HR
236
Howe & Rusling
New York
$116K
GP
237
Greenline Partners
New York
$114K -$10.8K -416 -9%
TCWM
238
Total Clarity Wealth Management
Illinois
$114K +$114K +4,404 New
VCM
239
Versant Capital Management
Arizona
$112K
SL
240
Savior LLC
Massachusetts
$98K +$77.6K +3,002 +372%
AF
241
Advisornet Financial
Minnesota
$83K -$3.31K -128 -4%
HNB
242
Huntington National Bank
Ohio
$82K
GIA
243
GHP Investment Advisors
Colorado
$77K +$77.2K +2,984 New
William Blair & Company
244
William Blair & Company
Illinois
$73K -$20.3K -784 -22%
HI
245
Harbour Investments
Wisconsin
$73K +$73K +2,822 New
JFGIW
246
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K -$79.1K -3,060 -53%
IA
247
IFP Advisors
Florida
$64K
PFS
248
Prospera Financial Services
Texas
$55K -$86.7K -3,354 -61%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$53K
TWM
250
Tradition Wealth Management
Minnesota
$47K