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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Clearstead Advisors
Ohio
$2K +$2.08K +76 New
GTAM
302
Global Trust Asset Management
Florida
$2K +$2.29K +84 New
WT
303
Washington Trust
Rhode Island
$2K +$2.4K +88 New
HA
304
Herold Advisors
New York
$1.97K +$2.02K +74 New
AIM
305
Anchor Investment Management
South Carolina
$1.23K
ANBT
306
American National Bank & Trust
Texas
$1K
HCP
307
Hexagon Capital Partners
Arkansas
$1K
JFA
308
JNBA Financial Advisors
Minnesota
$1K
FMP
309
Financial Management Professionals
Texas
$1K +$55 +2 +10%
FWM
310
Focused Wealth Management
New York
$1K +$328 +12 +86%
ACA
311
Aptus Capital Advisors
Alabama
$1K +$655 +24 New
KFS
312
Kelly Financial Services
Massachusetts
$882
TAM
313
Tucker Asset Management
Colorado
$799
GEA
314
Glen Eagle Advisors
New Jersey
$586 +$218 +8 +57%
MAG
315
Members Advisory Group
New York
-$14.5M -571,704 Closed
MFGM
316
Marshall Financial Group (Maryland)
Maryland
-$8.47M -301,668 Closed
PMG
317
ProVise Management Group
Florida
-$6.35M -226,142 Closed
KL
318
KilterHowling LLC
Colorado
-$4.29M -152,990 Closed
Renaissance Technologies
319
Renaissance Technologies
New York
-$4.05M -144,400 Closed
FTA
320
Financial & Tax Architects
Missouri
-$1.58M -56,276 Closed
COF
321
Capital One Financial
Virginia
-$1.31M -46,726 Closed
RA
322
RFG Advisory
Alabama
-$1.24M -44,164 Closed
Millennium Management
323
Millennium Management
New York
-$530K -18,864 Closed
MFG
324
MidWestOne Financial Group
Iowa
-$507K -18,048 Closed
LGWM
325
Litman Gregory Wealth Management
California
-$474K -16,890 Closed