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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIP
251
Peachtree Investment Partners
Florida
$39K
KSWA
252
Kathleen S. Wright Associates
Pennsylvania
$39K +$39.3K +1,398 New
SW
253
SVB Wealth
Massachusetts
$30K +$31K +1,100 New
AFG
254
Albion Financial Group
Utah
$28K
GWS
255
Glassman Wealth Services
Virginia
$27K +$27K +960 +8,000%
CHA
256
Carmichael Hill & Associates
Maryland
$25K
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$24K -$8.67K -308 -26%
KPCM
258
Kings Point Capital Management
New York
$24K +$23.9K +848 New
SL
259
Savior LLC
Massachusetts
$23K
AP
260
Arlington Partners
Alabama
$22K +$21.8K +774 New
CIA
261
Cascade Investment Advisors
Oregon
$19.6K -$11.3K -400 -36%
CPFP
262
Clear Perspectives Financial Planning
Ohio
$19K -$24.5K -870 -56%
TLFA
263
True Link Financial Advisors
California
$17K
BHWM
264
Beaird Harris Wealth Management
Texas
$15K +$14.7K +522 New
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$14K +$14.2K +504 New
GI
266
Gradient Investments
Minnesota
$12K +$12.1K +430 New
TPCW
267
TD Private Client Wealth
New York
$11.7K +$619 +22 +6%
GWM
268
Geneos Wealth Management
Colorado
$11K -$11.1K -396 -49%
OIA
269
Optimum Investment Advisors
Illinois
$11K
CFCI
270
Comprehensive Financial Consultants Institutional
Indiana
$10K +$11K +390 New
TCWM
271
Total Clarity Wealth Management
Illinois
$9K
CA
272
CoreCap Advisors
Michigan
$9K +$9.23K +328 New
CAAS
273
Capital Asset Advisory Services
Michigan
$8K -$32K -1,138 -79%
PCA
274
Providence Capital Advisors
North Carolina
$8K -$16.3K -580 -67%
BA
275
Ballast Advisors
Minnesota
$8K -$1.18K -42 -12%