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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$42K
WAM
252
Worth Asset Management
Texas
$41K +$42.6K +1,560 New
PIP
253
Peachtree Investment Partners
Florida
$37K
SCA
254
Stonebridge Capital Advisors
Minnesota
$35K +$36.2K +1,324 New
CDIA
255
Capital Directions Investment Advisors
Georgia
$34K +$34.4K +1,260 New
NG
256
NWK Group
California
$33K +$33.9K +1,240 New
AFG
257
Albion Financial Group
Utah
$27K
FWP
258
FAS Wealth Partners
Kansas
$24K -$67.9K -2,486 -73%
CHA
259
Carmichael Hill & Associates
Maryland
$24K
GWM
260
Geneos Wealth Management
Colorado
$24K +$13.8K +506 +122%
KPCM
261
Kings Point Capital Management
New York
$23K
DI
262
Disciplined Investments
Oklahoma
$21K -$19.7K -720 -47%
AP
263
Arlington Partners
Alabama
$21K
SL
264
Savior LLC
Massachusetts
$21K
OIA
265
Optimum Investment Advisors
Illinois
$21K +$10.9K +400 +100%
LSA
266
Lansing Street Advisors
Pennsylvania
$19K +$20.1K +736 New
CIA
267
Cascade Investment Advisors
Oregon
$18.6K
CPFP
268
Clear Perspectives Financial Planning
Ohio
$14K -$4.1K -150 -22%
BHWM
269
Beaird Harris Wealth Management
Texas
$14K
PA
270
Parallel Advisors
California
$14K +$14K +514 +12,850%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$12K -$1.26K -46 -9%
GI
272
Gradient Investments
Minnesota
$12K +$1.04K +38 +9%
BA
273
Ballast Advisors
Minnesota
$11K +$2.73K +100 +34%
HFS
274
Hantz Financial Services
Michigan
$10K +$5.19K +190 +102%
SPIA
275
Steward Partners Investment Advisory
New York
$9K +$1.15K +42 +15%