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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
251
IHT Wealth Management
Illinois
$918K -$43.2K -1,725 -4%
FFG
252
Frisch Financial Group
New York
$917K +$922K +36,798 New
Truist Financial
253
Truist Financial
North Carolina
$913K +$470K +18,771 +105%
NWAG
254
Net Worth Advisory Group
Utah
$888K +$53.5K +2,136 +6%
FT
255
Fiduciary Trust
Massachusetts
$874K
WJA
256
Willis Johnson & Associates
Texas
$874K -$518K -20,652 -37%
BIA
257
Bell Investment Advisors
California
$842K +$5.46K +218 +0.6%
MC
258
Moors & Cabot
Massachusetts
$838K +$12.6K +501 +2%
IWC
259
Integrated Wealth Concepts
Massachusetts
$828K +$240K +9,584 +41%
BF
260
Brucke Financial
Indiana
$818K -$29.5K -1,178 -3%
SPF
261
South Plains Financial
Texas
$812K -$25.8K -1,031 -3%
AA
262
Alesco Advisors
New York
$805K
OFS
263
OneAscent Financial Services
Alabama
$792K +$34K +1,356 +4%
EWM
264
Evermay Wealth Management
Virginia
$774K +$71.9K +2,870 +10%
MFG
265
Merit Financial Group
Georgia
$763K -$50.8K -2,028 -6%
ASN
266
Advisory Services Network
Georgia
$757K +$762K +30,384 New
Envestnet Portfolio Solutions
267
Envestnet Portfolio Solutions
Illinois
$756K -$344K -13,705 -31%
SG
268
StoneX Group
New York
$748K -$343K -13,683 -31%
MOS
269
MGO One Seven
Ohio
$726K +$131K +5,214 +22%
RRA
270
Red Reef Advisors
Florida
$725K +$76.2K +3,040 +12%
SWM
271
SeaCrest Wealth Management
New York
$724K -$32.3K -1,288 -4%
HAG
272
HighPoint Advisor Group
Illinois
$708K +$125K +4,985 +21%
MKA
273
M. Kulyk & Associates
Georgia
$686K +$147K +5,859 +27%
XPN
274
XY Planning Network
Montana
$680K +$130K +5,206 +23%
VST
275
Van Strum & Towne
California
$679K +$62.2K +2,480 +10%