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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
276
NorthRock Partners
Minnesota
$670K +$114K +4,552 +20%
BPA
277
Beacon Pointe Advisors
California
$667K -$50.6K -2,017 -7%
Empower Advisory Group
278
Empower Advisory Group
Colorado
$662K +$81.1K +3,236 +14%
IAA
279
Independent Advisor Alliance
North Carolina
$660K +$28.3K +1,130 +4%
PFA
280
Portland Financial Advisors
New York
$645K +$227K +9,051 +54%
Fidelity Investments
281
Fidelity Investments
Massachusetts
$609K +$130K +5,184 +27%
SA
282
Sanctuary Advisors
Indiana
$598K +$23.8K +951 +4%
PFBT
283
Parkside Financial Bank & Trust
Missouri
$583K -$244K -9,723 -29%
EWM
284
Empirical Wealth Management
Washington
$570K +$14.5K +577 +3%
FIC
285
Family Investment Center
Missouri
$564K +$64.9K +2,590 +13%
SFA
286
Sequoia Financial Advisors
Ohio
$560K -$276K -11,019 -33%
FWI
287
Facet Wealth Inc
Maryland
$557K +$560K +22,360 New
VWM
288
Vermillion Wealth Management
Minnesota
$549K -$100K -4,004 -15%
QP
289
Quartz Partners
New York
$548K
AAM
290
Advisors Asset Management
Colorado
$543K +$225K +8,979 +70%
HCP
291
Hexagon Capital Partners
Arkansas
$537K -$22.6K -901 -4%
RIM
292
Rockbridge Investment Management
New York
$534K +$952 +38 +0.2%
MWM
293
Mission Wealth Management
California
$530K +$533K +21,272 New
FA
294
Fagan Associates
New York
$527K -$12.9K -516 -2%
EI
295
eCIO Inc
Wisconsin
$526K +$21.6K +861 +4%
PCM
296
Parsons Capital Management
Rhode Island
$523K +$526K +21,000 New
TCM
297
Twele Capital Management
Minnesota
$523K +$2.78K +111 +0.5%
FLPIM
298
F.L. Putnam Investment Management
Massachusetts
$513K -$382K -15,249 -43%
EFN
299
Equita Financial Network
Pennsylvania
$505K +$57.3K +2,288 +13%
HCP
300
Hardin Capital Partners
South Carolina
$491K