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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
251
CFS Investment Advisory Services
New Jersey
$215K +$218K +8,708 New
AA
252
AlphaQ Advisors
Florida
$213K -$16.9K -674 -7%
AWM
253
Atticus Wealth Management
Florida
$213K -$2.4K -96 -1%
PWMG
254
Provence Wealth Management Group
California
$207K +$211K +8,420 New
LEFP
255
Leading Edge Financial Planning
Tennessee
$204K -$26.3K -1,048 -11%
SWA
256
SFMG Wealth Advisors
Texas
$204K – – –
WOSD
257
WFA of San Diego
California
$202K +$206K +8,212 New
BA
258
Bristlecone Advisors
Washington
$199K +$81.9K +3,270 +68%
UB
259
UMB Bank
Missouri
$188K +$191K +7,636 New
GRP
260
Global Retirement Partners
California
$183K -$191K -7,628 -51%
BC
261
Bartlett & Co
Ohio
$177K +$119K +4,732 +194%
BCWM
262
Bartlett & Co Wealth Management
Ohio
$177K +$119K +4,732 +194%
CHA
263
Carmichael Hill & Associates
Maryland
$172K – – –
HNB
264
Huntington National Bank
Ohio
$160K – – –
AIC
265
Archer Investment Corporation
Indiana
$128K +$1.45K +58 +1%
RF
266
Robinswood Financial
Washington
$122K +$124K +4,950 New
LFG
267
Larson Financial Group
Missouri
$122K +$2.51K +100 +2%
HI
268
Harbour Investments
Wisconsin
$106K -$9.67K -386 -8%
CFD
269
Creative Financial Designs
Indiana
$99.1K -$54.4K -2,170 -35%
AP
270
Arlington Partners
Alabama
$82.9K +$84.3K +3,364 New
HDIM
271
Hanson & Doremus Investment Management
Vermont
$77K – – –
PA
272
Parallel Advisors
California
$74.7K – – –
BAAM
273
Baker Avenue Asset Management
California
$73.8K +$75K +2,994 New
MG
274
MilWealth Group
Wisconsin
$69.1K – – –
JFGIW
275
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64.4K +$3.66K +146 +6%
9 10
11
12 13