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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIS
226
Morningstar Investment Services
Illinois
$659K -$13.1M -532,085 -95%
LFG
227
Larson Financial Group
Missouri
$648K +$337K +13,676 +105%
EFN
228
Equita Financial Network
Pennsylvania
$646K +$82.3K +3,344 +14%
Cerity Partners
229
Cerity Partners
New York
$644K +$42.5K +1,729 +7%
SG
230
StoneX Group
New York
$635K +$392K +15,931 +156%
CWM
231
Congress Wealth Management
Massachusetts
$616K +$10.2K +414 +2%
Thrivent Financial for Lutherans
232
Thrivent Financial for Lutherans
Minnesota
$602K +$610K +24,803 New
GS
233
GWN Securities
Florida
$600K +$608K +24,716 New
SPC
234
Sigma Planning Corp
Michigan
$594K +$10.1K +410 +2%
AA
235
Alesco Advisors
New York
$584K
FA
236
Fagan Associates
New York
$574K -$2.88K -117 -0.5%
Empower Advisory Group
237
Empower Advisory Group
Colorado
$569K +$91.5K +3,720 +19%
SFA
238
Sequoia Financial Advisors
Ohio
$557K -$152K -6,187 -21%
KPP
239
Kings Path Partners
Texas
$535K +$26.7K +1,084 +5%
HCP
240
Hardin Capital Partners
South Carolina
$535K
QP
241
Quartz Partners
New York
$533K -$20.6K -836 -4%
WAM
242
WNY Asset Management
New York
$530K -$38K -1,543 -7%
RIM
243
Rockbridge Investment Management
New York
$517K -$4.18K -170 -0.8%
NFW
244
Noble Family Wealth
Florida
$516K -$5.41K -220 -1%
WFS
245
WealthGarden F.S.
California
$507K +$223K +9,072 +77%
TCM
246
Tran Capital Management
California
$493K
UWS
247
Unique Wealth Strategies
Illinois
$492K +$48.6K +1,975 +11%
BPA
248
Beacon Pointe Advisors
California
$491K
BSB
249
Bangor Savings Bank
Maine
$482K -$4.43K -180 -0.9%
CFGS
250
Concourse Financial Group Securities
Alabama
$468K -$381K -15,497 -45%