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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
226
FirstPurpose Wealth
Utah
$277K -$122K -4,942 -31%
WI
227
Wintrust Investments
Illinois
$270K +$270K +10,966 New
ULWM
228
Upper Left Wealth Management
Florida
$269K -$24.4K -990 -8%
JFGLC
229
Johnson Financial Group LLC (Colorado)
Colorado
$265K -$41.1K -1,668 -13%
SFA
230
Seneca Financial Advisors
New York
$261K -$414K -16,824 -61%
UCFA
231
United Capital Financial Advisors
Texas
$260K -$35.9K -1,458 -12%
BCM
232
Brookstone Capital Management
Illinois
$255K +$3.4K +138 +1%
KF
233
Krilogy Financial
Missouri
$252K -$3.05K -124 -1%
ES
234
ETF Store
Kansas
$245K – – –
TWM
235
TriaGen Wealth Management
California
$244K +$244K +9,910 New
ACM
236
Absolute Capital Management
Pennsylvania
$243K +$243K +9,890 New
BPA
237
Beacon Pointe Advisors
California
$243K -$837 -34 -0.3%
EW
238
Evoke Wealth
California
$240K +$240K +9,770 New
FFG
239
Ford Financial Group
California
$238K -$1.72K -70 -0.7%
FPWM
240
FSB Premier Wealth Management
Iowa
$236K -$22.4K -912 -9%
FMTC
241
Farmers & Merchants Trust Company
California
$230K +$27.3K +1,108 +13%
CMP
242
Courage Miller Partners
Virginia
$230K +$28.7K +1,166 +14%
AA
243
AlphaQ Advisors
Florida
$230K +$230K +9,336 New
LIA
244
LBMC Investment Advisors
Tennessee
$229K +$16.5K +670 +8%
LEFP
245
Leading Edge Financial Planning
Tennessee
$229K +$229K +9,290 New
FHA
246
Flagship Harbor Advisors
Massachusetts
$224K +$224K +9,102 New
I2I
247
Insight 2811 Inc
Illinois
$216K -$35.7K -1,452 -14%
BWM
248
BCS Wealth Management
Tennessee
$214K -$3.2K -130 -1%
GCA
249
Genesee Capital Advisors
New York
$213K +$443 +18 +0.2%
KAS
250
Kestra Advisory Services
Texas
$212K -$86.9K -3,532 -29%
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