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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
251
Brucke Financial
Indiana
$853K -$13K -516 -1%
TPI
252
Trust Point Inc
Wisconsin
$852K +$40.9K +1,627 +5%
SPF
253
South Plains Financial
Texas
$843K – – –
BIA
254
Bell Investment Advisors
California
$843K +$121K +4,795 +17%
NWAG
255
Net Worth Advisory Group
Utah
$841K +$844K +33,530 New
SFA
256
Sequoia Financial Advisors
Ohio
$840K -$89.6K -3,560 -10%
PFBT
257
Parkside Financial Bank & Trust
Missouri
$831K +$195K +7,729 +30%
MC
258
Moors & Cabot
Massachusetts
$831K +$458K +18,206 +122%
MFG
259
Merit Financial Group
Georgia
$819K +$23.4K +928 +3%
AA
260
Alesco Advisors
New York
$811K +$83K +3,300 +11%
PAG
261
Private Advisor Group
New Jersey
$794K -$9.62M -382,284 -92%
CA
262
CoreCap Advisors
Michigan
$767K -$393K -15,613 -34%
OFS
263
OneAscent Financial Services
Alabama
$764K -$82K -3,260 -10%
SWM
264
SeaCrest Wealth Management
New York
$763K -$173K -6,882 -18%
BPA
265
Beacon Pointe Advisors
California
$722K +$124K +4,918 +21%
EWM
266
Evermay Wealth Management
Virginia
$708K – – –
PAYA
267
Phil A. Younker & Associates
Alaska
$690K -$6.92K -275 -1%
NCM
268
Northwest Capital Management
Oregon
$673K -$789K -31,352 -54%
RRA
269
Red Reef Advisors
Florida
$653K +$656K +26,054 New
VWM
270
Vermillion Wealth Management
Minnesota
$653K -$58.4K -2,321 -8%
IAA
271
Independent Advisor Alliance
North Carolina
$636K -$68.8K -2,735 -10%
MM
272
Meridian Management
Arkansas
$627K +$101K +4,031 +19%
VST
273
Van Strum & Towne
California
$621K +$406K +16,115 +186%
MOS
274
MGO One Seven
Ohio
$600K +$167K +6,638 +38%
IWC
275
Integrated Wealth Concepts
Massachusetts
$593K -$220K -8,747 -27%
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11
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