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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
251
TrinityPoint Wealth
Connecticut
$226K +$16.9K +678 +8%
I2I
252
Insight 2811 Inc
Illinois
$221K
AWM
253
Atticus Wealth Management
Florida
$221K +$218K +8,758 New
CWP
254
Concord Wealth Partners
Virginia
$219K -$362K -14,508 -63%
GCA
255
Genesee Capital Advisors
New York
$219K +$249 +10 +0.1%
ICG
256
InterOcean Capital Group
Tennessee
$218K +$215K +8,646 New
SPC
257
Sigma Planning Corp
Michigan
$218K +$2.19K +88 +1%
UCFA
258
United Capital Financial Advisors
Texas
$215K -$50.8K -2,040 -19%
SWA
259
SFMG Wealth Advisors
Texas
$208K -$399 -16 -0.2%
DWM
260
Destination Wealth Management
California
$206K +$203K +8,164 New
SPW
261
Sonoma Private Wealth
California
$204K +$202K +8,092 New
Betterment LLC
262
Betterment LLC
New York
$202K +$200K +8,008 New
FMTC
263
Farmers & Merchants Trust Company
California
$200K -$35.6K -1,430 -15%
BAM
264
Belpointe Asset Management
Nevada
$197K -$265K -10,634 -58%
HGERS
265
Householder Group Estate & Retirement Specialist
Arizona
$184K +$182K +7,284 New
IGWM
266
ICA Group Wealth Management
Colorado
$181K -$470K -18,872 -72%
HNB
267
Huntington National Bank
Ohio
$178K
CHA
268
Carmichael Hill & Associates
Maryland
$176K
FCA
269
Fortis Capital Advisors
Kansas
$175K -$263K -10,564 -60%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$173K +$23.1K +926 +16%
ASN
271
Advisory Services Network
Georgia
$172K +$9.17K +368 +6%
MA
272
MCF Advisors
Kentucky
$168K
CFD
273
Creative Financial Designs
Indiana
$156K -$50.4K -2,022 -25%
BTI
274
Blue Trust Inc
Georgia
$153K +$155K +6,218 New
AIC
275
Archer Investment Corporation
Indiana
$130K