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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
251
Avion Wealth
Texas
$16K
CFO
252
CVA Family Office
Colorado
$13K
OIA
253
Optimum Investment Advisors
Illinois
$12K
GP
254
Greenline Partners
New York
$12K +$350 +12 +3%
TCOV
255
Trust Company of Vermont
Vermont
$10K +$2.21K +76 +29%
APA
256
American Portfolios Advisors
New York
$9.43K -$515K -17,692 -98%
BA
257
Ballast Advisors
Minnesota
$9K -$4.6K -158 -34%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$9K
FRA
259
Front Row Advisors
California
$9K
BFC
260
Bedel Financial Consulting
Indiana
$9K +$58 +2 +0.6%
JCM
261
Jacobi Capital Management
Pennsylvania
$7K
QCG
262
Quadrant Capital Group
Ohio
$7K +$7.34K +252 New
CYG
263
Clean Yield Group
Vermont
$5K
HFS
264
Hantz Financial Services
Michigan
$5K
CFN
265
Cordasco Financial Network
Florida
$4K
MSFP
266
Mark Sheptoff Financial Planning
Connecticut
$4K
TFGT
267
TS Financial Group (TSFG)
Illinois
$4K
SQA
268
Simon Quick Advisors
New Jersey
$4K +$4.08K +140 New
FCM
269
Firestone Capital Management
Florida
$4K +$4.37K +150 New
SWA
270
Sutton Wealth Advisors
Florida
$3.26K
BCWM
271
Bartlett & Co Wealth Management
Ohio
$3.14K +$3.15K +108 New
CA
272
Clearstead Advisors
Ohio
$3K
PCA
273
Providence Capital Advisors
North Carolina
$3K +$3.03K +104 New
BC
274
Bartlett & Co
Ohio
$3K +$3.15K +108 New
NFSG
275
Newbridge Financial Services Group
Florida
$2K