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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Advyzon Investment Management
Illinois
$864K +$855K +34,517 New
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$862K +$10.9K +438 +1%
OFS
228
OneAscent Financial Services
Alabama
$849K -$1.51M -60,796 -64%
SPF
229
South Plains Financial
Texas
$838K
TSS
230
Two Sigma Securities
New York
$813K +$522K +21,049 +184%
AAS
231
Avantax Advisory Services
Texas
$804K +$39.9K +1,611 +5%
NWAG
232
Net Worth Advisory Group
Utah
$792K +$784K +31,655 New
VWM
233
Vermillion Wealth Management
Minnesota
$789K -$191K -7,709 -20%
IWC
234
Integrated Wealth Concepts
Massachusetts
$781K -$11.2K -450 -1%
SAMC
235
Spectrum Asset Management (California)
California
$771K +$763K +30,789 New
Corient Private Wealth
236
Corient Private Wealth
Florida
$762K +$241K +9,739 +47%
WFS
237
WealthGarden F.S.
California
$760K +$126K +5,100 +20%
SFA
238
Sequoia Financial Advisors
Ohio
$749K +$115K +4,645 +18%
SG
239
StoneX Group
New York
$734K +$103K +4,166 +17%
IAA
240
Independent Advisor Alliance
North Carolina
$732K -$138K -5,583 -16%
MM
241
Meridian Management
Arkansas
$729K -$1.29M -51,970 -64%
BIA
242
Bell Investment Advisors
California
$714K +$707K +28,529 New
EWM
243
Evermay Wealth Management
Virginia
$706K +$699K +28,217 New
Susquehanna International Group
244
Susquehanna International Group
Pennsylvania
$706K +$293K +11,834 +72%
IA
245
IFP Advisors
Florida
$662K +$366K +14,788 +127%
AA
246
Alesco Advisors
New York
$659K
AWS
247
Atria Wealth Solutions
New York
$657K -$368K -14,857 -36%
CWM
248
Comprehensive Wealth Management
Washington
$652K +$645K +26,035 New
PFBT
249
Parkside Financial Bank & Trust
Missouri
$650K +$77.1K +3,110 +14%
SAW
250
Signal Advisors Wealth
Michigan
$632K +$625K +25,240 New