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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
251
Sigma Planning Corp
Michigan
$211K +$211K +8,556 New
PA
252
Parallel Advisors
California
$206K +$206K +8,366 New
TW
253
TrinityPoint Wealth
Connecticut
$204K -$31.6K -1,284 -13%
SWA
254
SFMG Wealth Advisors
Texas
$204K
CFD
255
Creative Financial Designs
Indiana
$202K -$307K -12,480 -60%
GM
256
GeoWealth Management
Illinois
$195K +$41.5K +1,686 +27%
LFG
257
Larson Financial Group
Missouri
$189K +$17K +690 +10%
CHA
258
Carmichael Hill & Associates
Maryland
$172K +$130K +5,274 +311%
MA
259
MCF Advisors
Kentucky
$164K -$150K -6,076 -48%
ASN
260
Advisory Services Network
Georgia
$159K +$159K +6,466 New
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$146K +$23.1K +938 +19%
AIC
262
Archer Investment Corporation
Indiana
$127K
USCWA
263
U.S. Capital Wealth Advisors
Texas
$124K +$124K +5,020 New
AAG
264
Armstrong Advisory Group
Massachusetts
$121K +$121K +4,902 New
HNB
265
Huntington National Bank
Ohio
$104K
EI
266
Ellevest Inc
New York
$94.5K +$52.2K +2,122 +124%
HI
267
Harbour Investments
Wisconsin
$81.6K +$12.1K +492 +17%
HDIM
268
Hanson & Doremus Investment Management
Vermont
$75K -$145K -5,910 -66%
FMP
269
Financial Management Professionals
Texas
$72K +$69.4K +2,820 +2,611%
MG
270
MilWealth Group
Wisconsin
$69.1K +$46.4K +1,886 +205%
IA
271
IFP Advisors
Florida
$68K +$5.07K +206 +10%
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.3K +$492 +20 +0.8%
BC
273
Bartlett & Co
Ohio
$60K +$19.9K +808 +50%
BCWM
274
Bartlett & Co Wealth Management
Ohio
$60K +$19.9K +808 +50%
HR
275
Howe & Rusling
New York
$59.3K -$51.7K -2,100 -47%