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Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
301
Rise Advisors
New York
$3K +$2.69K +104 New
SWA
302
Sutton Wealth Advisors
Florida
$2.94K – – –
BAM
303
Bellevue Asset Management
Washington
$2K – – –
NIC
304
Northwest Investment Counselors
Oregon
$2K – – –
WT
305
Washington Trust
Rhode Island
$2K – – –
CWM
306
Castle Wealth Management
Florida
$2K +$1.55K +60 New
AIM
307
Anchor Investment Management
South Carolina
$1.34K +$155 +6 +13%
ANBT
308
American National Bank & Trust
Texas
$1K – – –
ACA
309
Aptus Capital Advisors
Alabama
$1K – – –
FWM
310
Focused Wealth Management
New York
$1K – – –
HCP
311
Hexagon Capital Partners
Arkansas
$1K – – –
JFA
312
JNBA Financial Advisors
Minnesota
$1K – – –
MFC
313
Morris Financial Concepts
South Carolina
$1K – – –
TFA
314
Transamerica Financial Advisors
Florida
$1K +$52 +2 New
TAM
315
Tucker Asset Management
Colorado
$774 – – –
GEA
316
Glen Eagle Advisors
New Jersey
$568 – – –
5L
317
55I LLC
Massachusetts
– -$30.4M -1,141,716 Closed
VA
318
Verdad Advisers
Massachusetts
– -$29.3M -1,100,000 Closed
SIM
319
Sterling Investment Management
Arizona
– -$5.6M -210,374 Closed
AHSSHC
320
Adventist Health System Sunbelt Healthcare Corp
Florida
– -$3M -112,600 Closed
BI
321
Berkeley Inc
Idaho
– -$1.67M -62,564 Closed
WCM
322
Wealthcare Capital Management
Virginia
– -$1.43M -53,706 Closed
Northern Trust
323
Northern Trust
Illinois
– -$9K -36,656 Closed
AIP
324
Almanack Investment Partners
Pennsylvania
– -$971K -36,474 Closed
FT
325
Fiduciary Trust
Massachusetts
– -$859K -32,284 Closed