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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
276
Bison Wealth
Georgia
$2K
HPC
277
HM Payson & Co
Maine
$2K +$1.66K +58 New
NIC
278
Northwest Investment Counselors
Oregon
$2K +$2.29K +80 New
AIM
279
Anchor Investment Management
South Carolina
$1.3K
FMP
280
Financial Management Professionals
Texas
$1K
FWM
281
Focused Wealth Management
New York
$1K
HCP
282
Hexagon Capital Partners
Arkansas
$1K
HS
283
Horan Securities
United States
$1K
NFSG
284
Newbridge Financial Services Group
Florida
$1K
BC
285
Burleson & Co
California
$1K +$1.09K +38 New
PMFA
286
Plante Moran Financial Advisors
Michigan
$1K +$1.09K +38 New
KFS
287
Kelly Financial Services
Massachusetts
$925
TAM
288
Tucker Asset Management
Colorado
$846
GEA
289
Glen Eagle Advisors
New Jersey
$395
SS
290
Simplicity Solutions
Minnesota
-$11.5M -396,078 Closed
SP
291
SWS Partners
Ohio
-$8.76M -300,920 Closed
AssetMark Inc
292
AssetMark Inc
California
-$6.88M -236,312 Closed
CCP
293
Cardan Capital Partners
Colorado
-$3.72M -127,708 Closed
LWM
294
Laidlaw Wealth Management
New York
-$2.18M -74,734 Closed
SA
295
Strategic Advisors
New York
-$1.5M -51,870 Closed
CWA
296
Clearview Wealth Advisors
Oregon
-$662K -22,750 Closed
REMPR
297
Roof Eidam Maycock Peralta (REMP)
California
-$617K -21,194 Closed
I
298
INVST
Indiana
-$581K -19,954 Closed
FI
299
FormulaFolio Investments
Michigan
-$570K -19,594 Closed
RA
300
RFG Advisory
Alabama
-$553K -19,140 Closed